Pricing

Pricing

Built on solid ground. Priced for clarity.

Flat monthly pricing with no hourly surprises. Your financials delivered by the 10th of every month, reviewed by a real accountant.

Footing

$345/mo

Solo operators and new LLCs getting their books on solid ground.

  • ✓ Up to 100 transactions per month
  • ✓ 2 bank or credit card accounts
  • ✓ Monthly P&L and Balance Sheet
  • ✓ Bank and credit card reconciliations
  • ✓ Year-end tax-ready package
  • ✓ Email support

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Most popular

Framing

$595/mo

Growing businesses that need more structure and monthly insight.

  • ✓ Up to 300 transactions per month
  • ✓ Up to 4 bank or credit card accounts
  • ✓ Everything in Footing
  • ✓ A/R or A/P tracking
  • ✓ Class or location tracking
  • ✓ 30-minute monthly review call
  • ✓ KPI snapshot with each report

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Foundation

$995/mo

Multi-entity and complex operations that need a real finance function.

  • ✓ Up to 750 transactions per month
  • ✓ Unlimited bank and credit card accounts
  • ✓ Everything in Framing
  • ✓ Cash flow forecast
  • ✓ Budget vs. actuals reporting
  • ✓ Quarterly tax planning call
  • ✓ Multi-entity consolidation

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CFO Advisory

From $1,500/mo

A strategic finance partner for businesses ready to scale or raise capital.

  • ✓ Everything in Foundation
  • ✓ Weekly strategy calls
  • ✓ Custom financial models
  • ✓ Board and investor reporting
  • ✓ M&A or financing support
  • ✓ Direct CFO access

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Catch-up, cleanup, and add-ons

Catch-up bookkeeping: $295 per month behind, billed once. Available add-ons: 1099 preparation, sales tax filing, payroll setup with Gusto, IRS audit support, and tax preparation through our CPA network.

Common questions

What’s included in “monthly bookkeeping”?

Categorizing every transaction, reconciling every bank and credit card account, posting necessary journal entries, and delivering a finalized P&L and Balance Sheet by the 10th of the following month.

What if I go over my transaction limit?

We’ll review your volume after 90 days and recommend the right tier. No surprise overage fees — we’ll tell you in advance.

Do you work with QuickBooks Online or Xero?

Both. If you don’t have a subscription yet, we’ll get you set up at our partner discount.

What industries do you serve?

We work with real estate operators, healthcare practices, tribal enterprises, construction, professional services, and other small to mid-sized businesses across multiple industries.

How does onboarding work?

Free consultation, then a flat-fee onboarding that includes connecting accounts, chart of accounts setup, and a baseline cleanup. Most clients are live within two weeks.

Can I cancel anytime?

Yes. Month-to-month with no long-term contract. You keep your QuickBooks file and all your data.

Not sure which tier fits?

Book a free 20-minute consultation. We’ll review your books and recommend the right starting point — no pressure, no obligation.

Schedule a free consult