Simple, Transparent Pricing
One flat monthly fee covers your dedicated expert team, bookkeeping, and accounting support. No hourly billing, no surprise invoices.
Foundation
Ideal for early-stage and growing companies.
per month
For businesses $500K to under $5M revenue
- Daily bookkeeping managed by dedicated expert
- Monthly bank & credit card reconciliation
- Customized chart of accounts setup
- Monthly P&L, Balance Sheet & Cash Flow
- Expert-reviewed financial reports
- Unlimited email & chat support
- Work within your existing accounting tools
Accelerate
Operational finance for clean, compliant growth.
per month
For businesses $5M to under $20M revenue
- Everything in Foundation, plus:
- 10-business-day close target after records are complete
- Revenue recognition (ASC 606)
- Accrual accounting & adjustments
- Budget vs. actual analysis
- Monthly advisory call with expert
- Payroll, bill-pay & invoicing support
- Management reporting packages
Enterprise
Fractional finance team without adding headcount.
per month
For businesses $20M+ revenue
- Everything in Accelerate, plus:
- Dedicated Controller oversight
- Board & investor reporting
- Rolling 13-week cash flow forecasts
- Custom budgeting & financial modeling
- Audit & due diligence support
- Multi-entity consolidation
- Internal controls & approval workflows
All plans include:
Optional Add-On Services
Need something extra? These services can be added to any plan.
Catch-up Bookkeeping
Catch-up bookkeeping for messy or backlogged books
Starting at $1,500
Audit Support
Preparation and coordination for external audits
Starting at $2,500
Systems Migration
Migration to QuickBooks or Xero; NetSuite for Enterprise engagements
Starting at $1,000
Revenue Recognition Modeling
ASC 606 implementation and documentation
Starting at $2,000
Frequently Asked Questions
How do I know which plan is right for my business?
Choose based on your annual revenue and complexity. Foundation covers $500K to under $5M, Accelerate $5M to under $20M, and Enterprise $20M+. Below $500K, contact us to discuss fit; no standard package is advertised. Schedule a free consultation and we’ll recommend the best fit.
Can I upgrade or downgrade my plan?
Absolutely. Your needs evolve, and so can your plan. Discuss a change as your business grows. Changes are subject to your engagement agreement.
What’s included in 'unlimited support'?
Every plan includes unlimited email and chat access to your dedicated expert team. Accelerate and Enterprise plans also include scheduled advisory calls. We aim to respond within one business day.
How quickly can you get started?
We agree your onboarding schedule after reviewing your books and access requirements. Cleanup complexity and record availability affect the timeline.
Do you work with my existing accounting software?
Yes. We work inside QuickBooks Online, Xero, and can support NetSuite for Enterprise clients. Your data stays in your accounts—no proprietary lock-in.
What if I need services not covered by my plan?
We offer add-on services for things like historical cleanup, audit support, and systems migration. These are scoped and priced separately based on your specific needs.
Ready to Get Started?
Schedule a free consultation to discuss your needs and get a custom quote for your business.