Bookkeeping
Essential
Ideal for small businesses that want clean financials
Starting at
$395/mo
Essential Includes:
Monthly categorizations
Basic monthly reconciliations
Basic reporting
Email support
Quarterly check-in calls
Upload receipt management
Growth
Ideal for growing businesses with complex needs
Starting at
$795/mo
Growth Includes:
Monthly categorizations
Structured close reconciliations
Customized reports
Email + phone support
Quarterly check-in calls
Receipt categorization help
COGS tracking
Light AR/AP tracking
Premium
Ideal for high volume / complex businesses
Starting at
$1495/mo
Premium Includes:
Weekly categorizations
Accruals, prepaids, full close reconciliations
Dashboards + KPI tracking
Emails, calls + text/slack support
Monthly financial review
Matching receipts to transactions
Full inventory + reconciliation
Full AR/AP oversight
CFO Services
CFO Lite
Ideal for small businesses that want clean financials
Starting at
$1500/mo
CFO Lite Includes:
Light oversight
Monthly check-ins
Cash snapshot
Budget template
Basic forecasting
Growth CFO
Ideal for growing businesses with complex needs
Starting at
$3000/mo
Growth CFO Includes:
$500k - 5M scale up
Monthly check-ins
13 week cash flow forecast
In-depth budgeting
Rolling forecast
Pricing analysis
KPI’s
Accounting oversight
Strategic CFO
Ideal for high volume / complex businesses
Starting at
$5500/mo
Strategic CFO Includes:
Complex / scaling businesses
Weekly check-ins
13 week cash flow forecast
In-depth budgeting
Rolling forecast
Pricing analysis
KPI’s
Accounting oversight
Scenario modeling
Inventory prep
Process improvement