Foundation
$400
starting per month
For small businesses that need clean monthly books and tax-ready financials.
- Monthly bookkeeping
- Reconciliations
- Financial statements
- Basic monthly reporting
- Year-end tax package
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Simple starting points. Custom support when the business needs more.
Every business is different, but most engagements start with one of these finance support levels.
Growth
$1,200
starting per month
For growing businesses that need reporting, cash flow visibility, and more proactive support.
- Everything in Foundation
- Monthly finance review
- Cash flow reporting
- Budget vs actual
- KPI dashboard
- AR/AP visibility
- Tax planning touchpoints
Finance Department
$3,000
starting per month
For businesses that need controller/CFO-level support without hiring a full internal team.
- Everything in Growth
- Forecasting
- Management reporting
- Controller review
- Finance systems support
- Custom reporting
- Tax planning
- Process improvement
Cleanup Projects
Custom
project pricing
For catch-up, cleanup, migrations, and one-time finance projects.
- QBO cleanup
- Catch-up bookkeeping
- System migrations
- Dashboard builds
- Due diligence support
Final pricing depends on transaction volume, number of entities, payroll complexity, reporting needs, tax requirements, and cleanup status.