Know Your Options

Know What To Expect

PRICING

Choose Your Accounting Package

We offer transparent, predictable pricing packages with customizable options for growing businesses.

Elite Package

For businesses with complex financial needs.

$2,000–$4,000 / month

✓Fractional CFO Services
✓Monthly Bookkeeping & Reconciliation
✓Tax-Ready Financial Statements
✓Unlimited Advisory Support including our Four-Part Success System with dedicated Onboarding Team
✓Secure Communication & Accessibility
✓Quickbooks Online Subscription
✓Business Tax Return
✓Estimated Tax Projections
✓Audit Protection
✓Strategic Tax Planning
✓Optional Payroll Services
✓Custom Reporting including Cash Flow, Budget to Actuals, KPI's
✓Quarterly Business Strategy Sessions
✓VIP Access and Priority Service
✓Cash and Accounts Payable Management (Category based Bill Pay)

Premier Package

Our most popular package.

$650–$1,500 / month

✓Monthly Bookkeeping & Reconciliation
✓Monthly Reports including P&L, Balance Sheets, KPI's
✓Tax-Ready Financial Statements
✓Priority Advisory Support including our Four-Part Success System with dedicated Onboarding Team
✓Secure Communication & Accessibility
✓QuickBooks Online Subscription
✓Business Tax Return
✓Estimated Tax Projections
✓Audit Protection
✓Strategic Tax Planning
✓Optional Payroll Services
✓Cash and Accounts Payable Management (Category based Bill Pay)
✓Receipt & Expense Management
✓Strategic Reports for Budgeting Updates

Basic Package

Essential bookkeeping for growing businesses.

$300–$600 / month

✓Monthly Bookkeeping & Reconciliation
✓Monthly Reports including P&L, Balance Sheets, KPI's
✓Tax-Ready Financial Statements
✓Advisory Support including our Four-Part Success System with dedicated Onboarding Team
✓Secure Communication & Accessibility
✓QuickBooks Online Subscription
✓Strategic Tax Planning
✓Audit Protection
✓Optional Payroll Services
✓Option to add Business Tax Return

Not Sure What's Right For You?

Explore what’s included in each package—or talk it through with our team. We’re here to help.