Transparent Pricing
Choose the Right Plan for Your Business's Growth
Flexible plans designed to support your business at every stage. All plans include our core financial expertise and dedicated support.
Core Operations
From $1,000/month
Perfect for businesses looking to establish a strong financial foundation.
- Monthly Bookkeeping
- Financial Statement Preparation
- AP & AR Management
- Payroll Services
- Monthly Financial Review
- Basic KPI Tracking
- Software Setup & Support
- Year-Round Support
Controller
From $3,000/month
Ideal for businesses seeking deeper financial insights and guidance.
- Everything in Core Operations
- Advanced Financial Planning
- Cash Flow Management
- Budget Development
- Advanced KPI Dashboard
- Monthly Strategy Sessions
- Team Training & Support
- Priority Support
Fractional CFO
From $5,500/month
Strategic financial leadership for scaling businesses.
- Everything in Controller
- Strategic Financial Leadership
- Growth & Profitability Planning
- M&A Advisory
- Board Meeting Support
- Weekly Strategy Calls
- Executive Team Support
- VIP Support
Tax Services
Comprehensive tax planning and preparation services tailored to your business needs
Services Include:
- Tax Planning & Strategy
- Tax Return Preparation
- Entity Structure Optimization
Additional Benefits:
- Year-Round Tax Support
- Multi-State Tax Compliance
- IRS Representation
Frequently Asked Questions
Have more questions? Book a discovery call to discuss your specific needs.
What's included in the monthly fee?
Our monthly fee includes all core services listed in each plan, plus unlimited email support and regular check-ins. There are no hidden fees or surprise charges.
Can I upgrade or downgrade my plan?
Yes, you can adjust your plan as your needs change. We'll work with you to ensure a smooth transition and that you have the right level of support.
Do you offer custom solutions?
Absolutely! We can customize any of our plans to meet your specific business needs. We'll work together to create a package that aligns with your goals.
What software do you use?
We work with leading financial software including QuickBooks, Xero, and other industry-standard tools. We'll help you choose the best stack for your business needs.