Year-End Ready
Behind on your books? We’ll bring them current, reconcile every account and hand your CPA a clean set of books by January 31.
$200 per month behind · $600 minimum
Spots are limited before tax season.
Get Year-End Ready
Packages
Every business is different. Monthly service fees vary based on transaction volume, number of accounts, payroll complexity, and reporting needs.
Starter
Starting at $350/month
Reliable monthly bookkeeping and organized, tax-ready financials
Up to about 100 transactions a month and 2 bank or card accounts
- Monthly categorization
- Bank and credit card reconciliation
- Basic Profit & Loss and Balance Sheet
Start with Starter
Growth
Starting at $650/month
Additional support as you grow
Up to about 250 transactions, plus bill pay, invoicing and AR follow-up
- Everything in Starter
- Payroll coordination
- Sales tax filing
- Monthly review call
Choose Growth
CFO-Light
Starting at $1,100/month
Deeper financial insight and planning support
Everything in Growth, plus a quarterly planning meeting
- Cash flow forecasting
- KPI tracking
- Budgeting
- Strategy sessions
Scale with CFO-Light
Final pricing depends on transaction volume, number of accounts and payroll needs. Your free consultation includes a fixed monthly quote.
Add-ons: payroll processing, $75/month plus $8 per employee. Special projects such as QuickBooks setup or migration, $65/hour.