Starter Plan
Predictable monthly close for stable businesses.
- ✓Monthly bookkeeping & reconciliation
- ✓Month-end close checklist
- ✓P&L + Balance Sheet delivery
- ✓QuickBooks or Xero support
- ✓Up to 200 transactions/mo
- ✓Email support & monthly summary
Growth Plan
Richer reporting plus payroll and contractor workflows.
- ✓Everything in Starter
- ✓Payroll & 1099 contractor tracking
- ✓Stripe/Shopify payout reconciliation
- ✓Tax-ready financials year-round
- ✓Accounts payable support
- ✓Up to 600 transactions/mo
- ✓Priority support & dedicated advisor
Scale Plan
CFO-level reviews, forecasting, and KPI dashboards.
- ✓Everything in Growth
- ✓Virtual CFO monthly review
- ✓Cash-flow forecasting & scenarios
- ✓KPI dashboard & budget variance
- ✓Multi-entity reporting
- ✓Unlimited transactions
- ✓Dedicated CFO advisor
How We Price
Available Add-Ons
Pricing Questions
Pricing depends on transaction volume, complexity, tools, and number of entities. We provide a custom quote after a short discovery call.
Starter includes monthly close and statements. Growth adds payroll and AR/AP. Scale adds CFO reviews, forecasting, and KPI dashboards.
Tax filing, legal advice, and licensed CPA services are outside scope unless specifically included in your engagement.
Yes, you can upgrade or adjust scope at any time. We review scope at the start of each quarter.
No setup fee for standard monthly engagements. Catch-up and cleanup projects are quoted separately based on backlog size.
Priority support is included in Growth and Scale plans. Starter clients can request rush delivery as an add-on.
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