Pricing & Packages
Flexible financial services tailored to your business needs. Choose from pre-built packages, custom combinations, or build your own solution.
Service Packages
Our role-based service packages provide comprehensive financial management at every level
Bookkeeper Package
Complete foundation for transaction processing and financial records
Billed monthly
What's included:
- Transaction processing & reconciliation
- Accounts payable/receivable management
- Monthly financial statements
- Payroll processing support
- Sales tax compliance
- QuickBooks/Xero management
- 1099 preparation
- Basic financial reporting
- Strategic planning & forecasting
- Board presentations
- Fundraising support
Controller Package
Strategic oversight with advanced reporting and analysis
Billed monthly
What's included:
- Advanced financial analysis
- Budget development & monitoring
- Cash flow forecasting
- KPI dashboard & metrics
- Department-level reporting
- Process improvement initiatives
- Internal controls implementation
- Audit coordination
- Board-level strategy
- Fundraising & investor relations
What's included:
- Strategic financial planning
- Board presentations & reporting
- Fundraising strategy & execution
- Investor relations management
- M&A advisory & due diligence
- Scenario modeling & forecasting
- Risk management framework
- Financial team leadership
- IPO readiness support
- Executive committee participation
Custom Package
Tell us what you need and we will shape a package around it
Tailored to your needs
What's included:
- We will discuss the services that fit your business
- Mix Bookkeeper, Controller & CFO services
- Flexible monthly hours
- Scale up or down as needed
- Project-based options available
- Industry-specific expertise
- Dedicated account manager
- Tailored service delivery
Popular Combinations
Save time with our pre-configured package combinations
Growth Ready
Complete foundation with strategic insights
per month
Save $800/month vs separate packages
Executive Ready
Transactions + executive leadership
per month
Save $1200/month vs separate packages
Strategic Focus
Advanced analytics + strategic planning
per month
Save $1600/month vs separate packages
Project Services
One-time implementations and special projects with custom pricing
Tax Services
Tax planning and compliance projects
Custom project pricing
Available Services:
- Tax Planning & Strategy
- Sales Tax Setup
- 1099 Preparation
- Tax Credits Research
Financial Systems
Accounting system implementation
Custom project pricing
Available Services:
- QuickBooks Setup
- NetSuite Implementation
- System Integration
- Data Migration
Operations
Operational finance improvements
Custom project pricing
Available Services:
- Process Documentation
- Internal Controls
- SOX Compliance
- Workflow Automation
Analysis
Deep-dive financial analysis
Custom project pricing
Available Services:
- Profitability Analysis
- Unit Economics
- Pricing Strategy
- Cost Analysis
Advisory
Strategic financial guidance
Custom project pricing
Available Services:
- M&A Advisory
- Due Diligence
- Fundraising Support
- Board Advisory
Specialized
Industry-specific services
Custom project pricing
Available Services:
- SaaS Metrics
- E-commerce Analytics
- Franchise Finance
- Non-profit Reporting
Frequently Asked Questions
How does monthly pricing work?
Our packages are billed monthly with no long-term contracts. You can upgrade, downgrade, or cancel at any time with 30 days notice.
Can I upgrade or downgrade my package?
Yes! You can change your package at any time. Upgrades take effect immediately, and downgrades take effect at the start of your next billing cycle.
What are the contract terms?
We offer month-to-month agreements with no long-term commitments. Annual plans require a 12-month commitment but save you 15%.
What's included in each package?
Each package builds on the previous tier. View the detailed feature list for each package above to see exactly what's included.
Can I create a custom package?
Absolutely! Use our custom package builder to select exactly the services you need, or schedule a consultation to discuss your specific requirements.
What are your payment terms?
We accept credit cards, ACH transfers, and wire payments. Monthly packages are billed at the beginning of each month.
How quickly can we get started?
Most clients are onboarded within 1-2 weeks. We'll schedule a kickoff call, gather necessary information, and begin delivering services immediately.
Do you offer support?
Yes! All packages include email support. Controller and CFO packages also include phone support and regular check-in meetings.
Need a Custom Solution?
Let's build a package tailored to your specific business needs