Pricing
Messy books cost more than you think.
We go beyond bookkeeping — you get:
Clean, financials financialsActionable insights you can useStrategic guidance for smarter for decisions
so you can make smarter decisions and grow with confidence.
✔ Built on 14+ years of senior corporate finance experience — designed for growing businesses.Financial Foundation Setup
✦ For new businesses who want the right structure from day one.
$350 (one-time)
Includes:
Business structure guidance
Financial system setup
Bank account + tax structure
QuickBooks setup guidance
Monthly workflow setup
Custom TallyPoint setup report
Seamlessly transitions into our Core package when you're ready
$350 credited toward your first month of Core if you join within 60 days.
Best for new businesses getting started
Catch-Up & Clean-Up (One-Time)
Starting at $300–$1,500+ (depending on complexity)
For businesses with incomplete, messy, or outdated books. We organize, reconcile, and bring your financials up to date — so you can move forward with clarity and confidence.
Most clients transition into our monthly packages after clean-up is complete.
Core
✦For business owners ready to hand off the books and focus on growing their business
Starting at $500/month
Includes:
Monthly bookkeeping & reconciliation
Monthly financial reports with clear insights you can act on
Custom chart of accounts for your industry
Secure client portal — real-time access to your books
Quarterly check-in call
Written summary of what the numbers mean in plain English
Always available for support
Most popular for small service businesses
Growth
✦For growing businesses who want to see not just what happened — but what’s improving — and what needs attention.
Starting at $800/month
Includes:
Everything in Core
Accounts Receivable / Payable monitoring
Clear monthly insights on what’s driving your profit and cash flow
Tailored financial reporting
Month-over-month trend analysis — revenue, expenses, and margins
KPI Dashboards
Budgeting and Budget vs Actual tracking
Cash flow monitoring & historical reporting
Monthly video review
Most popular
No commitment. 20-min free clarity call
CFO Advisory (Premium)
✦For ambitious businesses that want a strategic financial partner in their corner.
Starting at $1500/month
Includes:
Everything in Growth
Ongoing strategic guidance to help you make confident financial decisions
Strategic financial planning aligned with your growth goals
Monthly cash flow forecast
Budgeting & multi-scenario forecasting
Monthly/ biweekly strategy review
Support preparing financial documents & presentations for banks, lenders, and investors
On-demand financial decision support
Direct access to a senior financial advisor — so you always have clarity, confidence, and support in your numbers.
For founders who want a true strategic partner.
Ready to get clarity in your numbers?
No obligation. Just a conversation