Pricing
Sole-Proprietor Bookkeeping
Starting at:
For businesses with less than $500k in revenue
- Up to 3 bank accounts/credit cards
- Monthly bank reconciliation of credit cards/bank accounts
- Monthly Financial Statements
- Collaboration with tax CPA
Starter Package
Starting at:
$750/month
Ideal for small businesses between $500k to $2m in revenue
- Up to 6 bank accounts/credit card accounts
- Cash Basis accounting
- Bi-Weekly bank and credit card account reconciliations
- Monthly Financial Statements
- Quarterly Financial Check-In
Growth + Accounting Package
Starting at:
$1500/month
Ideal for businesses with greater than $2m in revenue
- Unlimited bank accounts/credit card accounts
- Cash Basis or Accrual basis accounting
- Weekly bank and credit card account reconciliation
- Weekly bill pay entry
- Weekly AR and AP Aging report
- Employee expense reimbursements (via ramp, bill.com, or Brex)
- Monthly financial review meeting
Controller Package
Starting at:
$3500/month
Ideal for businesses between $5m to $10m in revenue
- Everything in Growth + Accounting
- Dedicated accountant point of contact
- Payroll processing (up to 10 employees)
- Bonus/Commissions Calculations (up to 10 employees)
- Budget to Actual variance analysis (budgeting sold separately)
- Custom reports or dashboards for external stakeholders
- Due Diligence Support
- Monthly Financial Review with team
Strategic CFO Package
Starting at:
$7500/month
Ideal for businesses that need CFO level guidance
- Everything in Outsourced accounting package
- Up to 10 hours a month collaborating with team/departments
- Interface with external stakeholders (banks, investors, etc)-up to 5 hours per month
- Investor reporting package (board materials, pitch decks, etc)
- Financial modeling/strategic planning
- CFO guidance
Add-On Packages
- Budgeting Services: Add-on fee: $2,500–$5,000 depending on complexity
- Investor Reporting Pack: Pitch decks, board materials ($500–$1,000/month)
- Audit Prep & Documentation Support: $250/hour
Package Comparison Highlights
Feature
Sole Prop
Starter
Growth
Controller
CFO
Monthly Reconciliations
Bi-Weekly
Weekly
Weekly
Weekly
Financial Statements
Payroll Support
Financial Reviews
Quarterly
Monthly
Team-Level
Exec & Team
Budget vs. Actual
Financial Modeling
Advanced
Custom Dashboards
External Stakeholder Interface
Package Comparison Highlights
Sole Prop
- Monthly Reconciliations
- Financial Statements
Starter
- Monthly Reconciliations – Bi-Weekly
- Financial Statements
- Financial Reviews – Quarterly
Growth + Accounting
- Monthly Reconciliations – Weekly
- Financial Statements
- Payroll Support
- Financial Reviews – Monthly
Controller
- Monthly Reconciliations – Weekly
- Financial Statements
- Payroll Support
- Financial Reviews – Team-Level
- Budget vs. Actual
- Custom Dashboards
CFO
- Monthly Reconciliations – Weekly
- Financial Statements
- Payroll Support
- Financial Reviews – Exec & Team
- Budget vs. Actual
- Financial Modeling – Advanced
- Custom Dashboards
- External Stakeholder Interface
