Choose a Plan
The journey to financial clarity starts here.
Bookkeeping Only
Starting at
$500
Monthly
- Bank Reconciliation (monthly)
- Transaction Categorization
- Financial Reporting (monthly)
- Resolution of Bookkeeping Issues
- General Ledger Maintenance
- Quickbooks Setup & Automation
- Email and Slack Support
- Quarterly Tax Estimates
- Preparation of 1099s
- Home Office Expense Tracking
Managerial Accountant
Starting at
$950
Monthly
- Class, Tags, and Location Tracking
- Inventory & Fixed Asset Admin
- Budget Creation
- Forecast & Variance Analysis
- Cash Flow Management
- Strategic Advisory Calls (monthly)
- Custom KPIs and Metrics
- Fintech Integration Consulting
- Expense Management
- Profitability Optimization
- Entity Formation Advisory
- Advanced Financial Reporting
- GAAP Accounting
*Includes the bookkeeping only plan services
Full CFO Package
Starting at
$1950
Monthly
- General Financial Modeling
- Pricing Strategy Modeling
- OKRs/ Smart Goal Setting
- Scenario Analysis
- Burn Rate Analysis
- International Business Advisory & Logistics
- Risk Management & Continuity Planning
- Investment Strategy
- Industry Benchmarking
- Foreign Currency Reporting
- Weekly Check-in Calls
- IFRS Compliance (optional)
*Includes services from all other plans
*Pricing may vary based on gross revenue and transaction volume
Add-on Packages
Optional add-on services.
Project Finance
Specific financial task (such as modeling, project accounting and reporting) for projects with defined timelines and scope.
HR & Payroll
Payroll set up, processing, employee/contractor benefit and compliance management.
*Add-on packages are customized and priced separately
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