Simple pricing plans for Bookkeeping, Tax, CFO, and COO services

Dedicated Accounting Support

Starter Capacity

Up to 10 Active Clients

What’s Included:

Up to 10 active bookkeeping clients
Up to 2,500 monthly transactions
Up to 10 bank & credit card accounts
Dedicated Accounting Associate
Bank & Credit Card Reconciliations
Accounts Payable
Accounts Receivable
Journal Entries
General Ledger Maintenance
Month-End Close Support
Monthly Financial Statements
QuickBooks & Xero
Dedicated Account Manager

Growth Capacity

Up to 30 Active Clients

What’s Included:

Up to 30 active clients
Up to 8,000 monthly transactions
Up to 30 bank & credit card accounts
Dedicated Accountant
Senior Reviewer
Payroll Processing
Sales Tax Support
Balance Sheet Reconciliations
Profit & Loss Reviews
Financial Reporting
Month-End Closing
Fixed Asset Tracking
Client Document Management
Priority Turnaround
Dedicated Account Manager

Scale Capacity

Up to 50 Active Clients

What’s Included:

Up to 50 active clients
Up to 15,000 monthly transactions
Dedicated Accounting Team
Senior Accountant
Payroll & Benefits Processing
Budget vs Actual Reporting
Cash Flow Reporting
Management Reporting
Multi-Entity Bookkeeping
Intercompany Reconciliations
Workflow Management
Dedicated Account Manager
Priority Support

Firm Extension

100-150 Active Clients

What’s Included:

100-150 active bookkeeping clients
Custom transaction volume
Multiple Dedicated Accountants
Senior Review Team
Team Lead
Dedicated Account Manager
Workflow Management
Custom SOP Implementation
Performance Reporting
Capacity Planning
Weekly Team Meetings
Quality Assurance
Process Documentation
Flexible Team Expansion

Specialized Finance Support (Add-ons)

Dedicated Bookkeeper

$1295/m

40 hours/week
QuickBooks & Xero
Bank Reconciliations
AP & AR
Journal Entries
Monthly Reporting

Dedicated Staff Accountant

$1795/m

40 hours/week
Month-End Closing
Payroll Support
Sales Tax Support
Financial Statements
GL Review

Dedicated Sr. Accountant

$2495/m

40 hours/week
Complex reconciliations
Client file reviews
Financial reporting
Quality review
Workflow support

Financial Analyst

$2995/m

KPI Dashboards
Budgeting
Forecasting
Cash Flow Analysis
Financial Modelling
Management Reports

Fractional CFO

$4995/m

Strategic financial planning
Cash flow strategy
Forecasting
Board reports
Leadership meetings
KPI Reviews