Bookkeeping Only
$500+
per month · Scales with transaction volume
- Monthly transaction categorization
- Bank & card reconciliation
- Payroll journal entries
- Books locked within 7–10 days
- QBO / Xero management
- 30-min weekly check-in
Transparent pricing. No surprises.
Tax work is quoted per engagement. Bookkeeping and CFO services run on fixed monthly retainers. Start where you are and scale into what you need. Month-to-month, no lock-in.
Quoted per engagement
Get a tax quote
Tax Preparation & Planning
Individual, business, and international returns. You receive a fixed quote after a free discovery call, before any work begins.
Monthly RetainersBookkeeping · Reporting · Fractional CFO
CFO Lite
$4,500
per month · Monthly reporting + light CFO support
- Everything in Bookkeeping Only (except check-in calls)
- Flash P&L: actual vs. budget
- Cash flow & runway summary
- AR aging + collections tracker
- KPI dashboard
- Monthly video walkthrough
- 60-min check-in every 2 weeks
Most Popular
Fractional CFO
$6–8K
per month · Board-ready reporting & strategy
- Everything in CFO Lite (except check-in calls)
- Budget vs. actuals commentary
- Board deck preparation
- Annual budget & model
- 13-week cash flow forecast
- Unit economics (CAC, LTV, payback)
- Same-day Slack response
- 60-min weekly check-in
Custom / Enterprise
Custom
M&A, multi-entity & fundraising complexity
- Everything in Fractional CFO (except check-in calls)
- M&A accounting (ASC 805)
- Multi-entity consolidation
- Fundraising & data room support
- ERP implementation oversight
- Priority access between meetings
- Custom check-in cadence
Each plan includes every service in the plan before it; check-in cadence is specific to each plan.
Out-of-scope work is quoted before it starts, as a fixed fee or hourly depending on scope, $250 minimum. · Retainers billed on the 1st via ACH auto-pay. · 30-day written cancellation notice. · Response: same business day on Slack, within one business day by email.
FAQ
Pricing questions, answered.
Why is bookkeeping priced at $500+?
Bookkeeping fees scale with your monthly transaction volume and number of accounts. We confirm a fixed monthly price after a quick review of your books, before any work begins.
How is tax preparation priced?
Tax work is quoted per engagement based on complexity. You receive a fixed quote after a free discovery call.
Is there a long-term contract?
No. All retainers are month-to-month with 30 days' written notice to cancel.
How does billing work?
Retainers are billed on the 1st of each month via ACH auto-pay.
What if I need something outside my plan?
Out-of-scope work is quoted before it starts, as a fixed fee or hourly depending on the work, with a $250 minimum.
If I upgrade, do I keep my current services?
Yes. Each plan includes every service in the plan below it. Check-in calls are set per plan. When you upgrade, your new plan's meeting schedule replaces the old one rather than adding to it.
Can I start with tax prep and add bookkeeping later?
Yes. Once we know your numbers, adding monthly bookkeeping or CFO support is seamless.
Every engagement starts with a free 30-minute call. We'll look at where you are and recommend the smallest plan that solves the problem.