Pricing

Messy books cost more than you think.

We go beyond bookkeeping — you get:

  • Clean financials
  •  Actionable insights

  • Strategic guidance

so you can make smarter decisions and grow with confidence.

✔ Built on 14+ years of finance experience — designed for growing businesses.

Core

For business owners ready to hand off the books and focus on growth

Starting at $500/month

Includes:

  • Monthly bookkeeping & reconciliation

  • Monthly financial report with trends & highlights

  • Custom chart of accounts for your industry

  • Secure client portal — real-time access to your books

  • Quarterly check-in call

  • Always available for support

Most popular

‍ ‍Growth

For growing businesses ready to make smarter, faster financial decisions.

Starting at $800/month

Includes:

  • Everything in Core

  • Accounts Receivable / Payable monitoring

  • Tailored financial reporting & insights

  • KPI Dashboards

  • Budgeting and Budget vs Actual tracking

  • Cash flow monitoring & historical reporting

  • Monthly video review

CFO Advisory (Premium)

For ambitious businesses that want a strategic financial partner in their corner.

Starting at $1500/month

Includes:

  • Everything in Growth

  • Budgeting and multi scenario forecasting

  • Monthly cash flow forecast

  • Strategic financial planning

  • Monthly/ biweekly strategy review

  • Investor & board deck preparation

  • On-demand financial decision support

Financial Foundation Setup

For new businesses who want the right structure from day one.

$500 - $900 (one-time)

Includes:

  • Business structure guidance

  • Financial system setup

  • Bank account + tax structure

  • QuickBooks setup guidance

  • Monthly workflow setup

  • Custom TallyPoint setup report

  • Seamlessly transitions into our Core package when you're ready