Pricing
All plans include a dedicated accountant, cloud access, and monthly financial statements. No hidden fees, no surprises — just clear, honest pricing.
Monthly Plans
Essential
Best for small businesses that need the basics covered and want a lower monthly price.
Growth
Best for businesses that want more guidance and better visibility into their finances.
Advisory
Best for businesses that want a more hands-on partner for strategy and decision-making.
Compare Plans
| Feature | Essential | Growth | Advisory |
|---|---|---|---|
| Bookkeeping | |||
| Monthly bookkeeping | ✓ | ✓ | ✓ |
| Bank & credit card reconciliation | ✓ | ✓ | ✓ |
| Weekly / biweekly bookkeeping updates | — | ✓ | ✓ |
| Full-service accounting oversight | — | — | ✓ |
| Reporting | |||
| Financial statements (P&L, Balance Sheet, Cash Flow) | ✓ | ✓ | ✓ |
| Monthly financial review meeting | — | ✓ | ✓ |
| KPI & performance reporting | — | — | ✓ |
| Forecasting & budgeting | — | ✓ | ✓ |
| AP & AR | |||
| Basic AP & AR tracking | ✓ | ✓ | ✓ |
| Cash flow tracking | — | ✓ | ✓ |
| Advisory & Strategy | |||
| Budgeting support | — | ✓ | ✓ |
| Monthly advisory calls | — | — | ✓ |
| Entity & business structure guidance | — | — | ✓ |
| Support for major business decisions | — | — | ✓ |
| Support | |||
| Email support during business hours | ✓ | ✓ | ✓ |
| Priority email support | — | ✓ | ✓ |
| Fast priority support | — | — | ✓ |
| Payroll support | — | ✓ | ✓ |
Common Questions
Absolutely. You can upgrade or downgrade at any time. We'll prorate the difference and make the transition seamless so there's no interruption to your books.
Most clients are fully onboarded within 2 weeks. We handle the setup, connect to your accounts, and review your historical records before going live.
We work inside your existing tools — QuickBooks, Xero, NetSuite, Oracle, and more. No migrations, no disruptions. If you don't have software yet, we'll help you choose the right one.
Yes. If none of the plans fit your exact needs, we'll build a custom engagement scoped to your business. Reach out and we'll put together a proposal.
Every client is assigned a dedicated accountant — not a junior staffer. You'll have a named point of contact who knows your business and responds promptly.
We review your financial statements together, walk through any notable changes, answer your questions, and flag anything you should act on — all in a focused 30–60 minute call.
Schedule a free consultation and we'll recommend the best fit for your business.