PRICING
Expert Financial Support,
Tailored to Your Needs
Choose the right plan and gain access to experienced finance professionals who help drive business success.
Pricing
Transparent, Predictable Pricing
and scale as you grow.
Starter
For early-stage startups with basic bookkeeping needs. Under $40K in monthly expenses.
- Monthly Bookkeeping & Reconciliation
- Quarterly Financial Statements
- Annual State Franchise Tax Filing
- Email Support
- Low Cost
Growth
$1500/Month
For growing companies needing more structure and reporting. Under $100K in monthly expenses.
- Everything in Starter
- Monthly Financial Statements
- AP & AR Management
- Sales Tax Filings (up to 1 state)
- Monthly Strategy Calls
Scale
Custom
For multi-entity companies with complex revenue and reporting needs — fully bespoke.
- Everything in Growth
- Customized Chart of Accounts
- Deferred Revenue Recognition
- Board Financials & Metrics
- Weekly Calls & Dedicated Manager
Essentials
$2000/Month
For early-stage startups with basic bookkeeping needs. Under $40K in monthly expenses.
- Monthly Bookkeeping & Reconciliation
- Quarterly Financial Statements
- Annual State Franchise Tax Filing
- Email Support
- Low Cost
Premium
For growing companies needing more structure and reporting. Under $100K in monthly expenses.
- Everything in Starter
- Monthly Financial Statements
- AP & AR Management
- Sales Tax Filings (up to 1 state)
- Monthly Strategy Calls
Add-Ons
For multi-entity companies with complex revenue and reporting needs — fully bespoke.
- Everything in Growth
- Customized Chart of Accounts
- Deferred Revenue Recognition
- Board Financials & Metrics
- Weekly Calls & Dedicated Manager
Let’s Talk
Ready to Build Investor-Ready
Financial Infrastructure?
Book a free 30-minute consultation — no obligation, just clarity.
