Transparent Pricing

Finance that scales with your business

Clear, predictable packages designed for every stage of growth.
No hidden hourly billings, just results.

Quarterly close and compliance foundation for straightforward operations.

Starting at $500/mo

Monthly reporting, tax compliance, and CFO insights for growth.

Starting at $2,500/mo

Finance department replacement with proactive CFO-level advisory and investor-ready reporting.

Custom Pricing

Pricing varies by complexity (entities, transaction volume, payroll, reporting needs)

Use our CFO ROI calculator to estimate payback period and potential profit impact based on your business.

Compare Features

Packages	Lite	Growth	Executive
Best For	Quarterly close and basic financials designed for low-touch needs	Growing businesses that want dependable monthly close, tax filings, and consistent CFO advice	Established businesses needing CFO forecasting and investor-ready reporting with white-glove service
Bookkeeping
Close process	Quarterly	Monthly	Monthly
Bank & credit card reconciliations
Financial statements
Class/ location/ project tracking
Accrual support		Limited
Multi-entity/ intercompany
Tax
Business Entity Income Taxes
Business Owner Income Taxes
CFO Advisory
Budgeting & Forecasting
CFO Strategy Session		Monthly	Monthly
On-Demand CFO Support		Starts at 5 hours/ mo	Starts at 10 hours/ mo
Client Support
Communication	Email Only	Email, Phone or Video	Email, Phone or Video
Response Time	5 Business Days	48 Hours	24 Hours

Specialized support when you need it—all add-ons are custom-quoted based on your business size and complexity.

Behind on your books? We'll reconstruct your financial history to get you current, compliant, and ready for tax season fast.

Seamless management of payroll processing, benefits deductions, and contractor payments to keep your team happy.

Automated tracking of economic nexus across states and timely filing of sales tax returns to avoid penalties.

We handle the invoicing of your clients and the payment of your vendors, optimizing your working capital cycle.

Proactive tax strategy sessions to minimize your liability, optimize deductions, and prepare for estimated payments and year-end filing.

Custom-built visual dashboards tracking the non-financial metrics that matter most to your specific industry.

Schedule a free consultation to discuss your revenue stage and find the right package for you.