Client Portal

Services and Pricing

Services and Pricing

EXPERT sUPPORT

Bookkeeping Essentials

Perfect for freelancers and solo operators who need clean, organized books every month.

  • Monthly transaction categorization
  • Bank & credit card reconciliation
  • Monthly financial reports
  • QuickBooks / Xero / Wave management

Growth Package (Most Popular)

For growing businesses that need more support and deeper financial insight.  Everything in Essentials, plus

  • Accounts payable & receivable tracking
  • Cash flow statements
  • Quarterly reviews
  • Dedicated bookkeeper

Full-Service CFO Support

For established businesses that need strategic financial guidance.  Everything in Growth, plus:

  • Payroll processing
  • Tax preparation support
  • Annual budget planning
  • Priority email & call support 

Simple pricing

Simple, Transparent Pricing for Every Business

Choose the plan that fits your business size and needs. All plans include access to your dedicated client portal with documents, invoices, and communications in one place.

Monthly Plans

Feature Starter Growth Pro
Monthly Price $150–$200 $250–$350 $400–$600
Monthly Transactions Up to 50 Up to 150 Up to 300
Bank/Credit Card Reconciliation ✔ ✔ ✔
Monthly Financial Reports ✔ ✔ ✔
Email Support ✔ ✔ ✔
Accounts Receivable Tracking — ✔ ✔
Accounts Payable Tracking — ✔ ✔
Monthly Review Call — — ✔
Priority Support — — ✔

Add-On Services

Service Price
Catch-Up Bookkeeping $150–$200 per month of books
Clean-Up Bookkeeping Custom quote
QuickBooks, Xero, Wave Setup $50–$100
Payroll Support $50–$100/month
1099 Preparation $5–$10 per form