Pricing
Our pricing is built around value, no hidden costs. We’ll work alongside you to select the plan that supports your goals, whether it’s via a monthly subscription or a flat rate.
Discover the plan that best fits your needs!
Essentials
Get your finance and accounting fundamentals under control:
|
- Ongoing oversight of QuickBooks Online (or similar)
|
- Month-end close package: balance sheets, profit & loss, cash flow statements and some KPI snapshots
|
- Twice-a-year budget review
|
- Documentation of policies & procedures
|
- Two scheduled calls per month (including the month-end close)
|
| $500 / Month* |
Growth
Ideal for when your business is expanding, level up your financial operations:
|
- Platform maintenance and oversight
|
- Month-end close package: narrative, full financial statements plus KPI reports (and more as needed)
|
|
|
- Policies & procedures documentation
|
- 2 to 4 scheduled calls per month (including month-end close) plus regular ongoing communication
|
| $1,250 / Month* |
Enterprise
For businesses that need full-scale financial leadership and support:
|
| Customized solutions that may include: |
- Strategic financial planning
|
- Budgeting and forecasting
|
- Deep financial report & analysis
|
- Cash flow management, cost optimization and operational efficiency
|
- Risk management and compliance services
|
- Support for mergers & acquisitions
|
- Technology and systems implementation
|
| Let's Chat |
*Minimum commitment: 3-months (does not include digital assets reconciliation)
We offer an initial no-charge consultation for individuals and businesses to help you get started.