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Pricing

Fixed monthly fees, agreed up front

No hourly billing and no surprise invoices. We scope a package around your size and needs, agree a flat monthly fee, and adjust it only as your business changes. Below are common starting points to give you a feel for the range.

Foundation

Books in order

$500/ month starting

For businesses that need clean, reliable bookkeeping and on-time basics.

  • Monthly bookkeeping
  • Bank and card reconciliation
  • Monthly financial statements
  • QuickBooks or Xero management
  • A named bookkeeper
  • Business tax filing
  • Fractional CFO
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Most chosen
Growth

Books plus tax

$1,200/ month starting

Our most popular package. Everything in Foundation, plus tax and deeper reporting.

  • Everything in Foundation
  • Business tax preparation and filing
  • Quarterly estimated tax
  • Proactive tax planning
  • Payroll processing
  • Quarterly review with your advisor
  • Fractional CFO
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Full-Service

Books, tax and CFO

Custom

A complete finance function, including CFO leadership and advisory, tailored to you.

  • Everything in Growth
  • Fractional CFO leadership
  • Forecasting and budgeting
  • Advisory and M and A support
  • Dedicated specialists on demand
  • Board-ready reporting
  • Priority same-day support
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Your actual fee depends on your size, transaction volume, and the services you choose, and is confirmed in your consultation. This page is informational and is not financial advice.

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What is included at each level

FeatureFoundationGrowthFull-Service
Monthly bookkeepingYesYesYes
Financial statementsYesYesYes
Payroll processingAdd-onYesYes
Business tax filingNoYesYes
Proactive tax planningNoYesYes
Quarterly advisor reviewNoYesYes
Fractional CFONoNoYes
Forecasting and budgetingNoNoYes
Advisory and M and A supportNoAdd-onYes
Support response2 business days1 business daySame day

No hourly billing

One predictable monthly fee. Ask questions freely without watching a clock.

Scale up or down

Add tax, advisory, or a CFO as you grow, and dial services back if you need to.

No lock-in games

We earn the relationship every month. Clear terms, no fine print traps.

Pricing questions

Straight answers on cost

Want a number for your exact situation? A quick call is the fastest way to get one.

Get a custom quote

Mainly by your transaction volume, the number of accounts and entities, and which services you need. After a short review we give you a fixed monthly fee, so you know your cost before you commit.

If your books need significant cleanup or back filings, we may quote a one-time catch-up fee separate from your monthly plan. We will always tell you the amount up front, with no surprises.

Yes. Many clients start with Foundation and move up as they grow, or add a service for a busy season. Because it is one team, changing your plan is simple.

We keep terms straightforward and earn your business month to month. Specific terms are laid out clearly in your engagement so there is never any doubt.

One-off projects such as an ERP implementation, a business valuation, or M and A support are scoped separately. Your monthly plan covers ongoing work, and we quote projects on their own.
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Get a quote built around your business

Tell us a little about your company and we will put together a clear, fixed-fee proposal, with no obligation.

Get my quote Call (437) 443-3059