Pricing Overview

We offer transparent monthly pricing for our core accounting services.

Every engagement includes reconciliations, financial reports, monthly support, and insights
tailored to your business needs.

Advisory, tax, and transformation services are scoped and priced after a free consultation.

Core Packages

Essentials (Bookkeeping & Reporting)

$599/month

from

• Monthly bookkeeping with categorized transactions.
• Reconciliation of up to 2 financial accounts (e.g., 1 bank + 1 credit card or payment`platform).
• AP/AR classification and tax-ready reports.
• Monthly financial summary and email support.
• Ideal for solo business owners, startups, and lean ops with straightforward needs.

Growth (CFO Support + Insights)

$850/month

from

• Everything in Essentials.
• Up to 4 reconciled financial accounts.
• Monthly performance summary and KPI dashboards.

• Email + scheduled check-in support.
• Budgeting and forecasting lite.
• Best for growing businesses with multiple systems or basic advisory needs.

Custom/Enterprise

Quote only

• Multi-entity consolidations, complex setups, or hands-on finance partner support.
• Advanced dashboarding, cash flow modeling, board reporting.
• Systems implementation and oversight.
• Dedicated client success manager.
• Designed for scaling businesses with advanced needs and multiple stakeholders.

Add-Ons

(priced based on complexity)

• Catch-up / cleanup work
• Additional reconciliations
• Payroll setup / processing
• Custom dashboard development
• Historical backfill / platform migrations

Frequently Asked Questions (FAQs)

Below are some of the questions we receive and can give you a better understanding of our offerings and processes.

Do you work with businesses outside of PA or TX?

Yes. While our leadership is based in Pennsylvania and Texas, we serve businesses across
the entire U.S. using a fully remote model.

Do you file taxes?

We offer limited tax services (e.g. 1099s, tax-ready books). For full returns, we can refer
or work with your CPA.

Do I need to use QuickBooks or Xero?

We recommend them for efficiency — but we’ve also worked with Sage, Zoho, and Wave.

Can you help with a one-time cleanup?

Yes. We can scope a fixed-fee cleanup project or fold it into your onboarding.