Simple & Transparent
Pricing Plans
Choose the plan that fits your business. No hidden fees. Cancel anytime.
Monthly
Annual Save 15%
Starter Plan
Perfect for small businesses
$150/month
Monthly Bookkeeping
Bank Reconciliation (up to 200 txn)
P&L + Balance Sheet
Email Support
Dedicated Manager
AP/AR Management
Strategy Calls
Get Started →
🔥 Most Popular
Growth Plan
For scaling businesses
$300/month
Daily Bookkeeping
Bank Reconciliation (up to 500 txn)
P&L, Balance Sheet & Cash Flow
AP/AR Management
Quarterly Strategy Call
Dedicated Account Manager
Virtual CFO Services
Choose Growth Plan →
CFO Plan
For established businesses
CustomTailored to your needs
Everything in Growth
Virtual CFO Services
Financial Strategy & Planning
Board-Level Reporting
Fundraising & Investor Support
Dedicated Senior CFO
Monthly 1:1 Strategy Sessions
Contact for Quote →
All plans include: NDA, 256-bit encryption, dedicated support. No long-term contracts.
Add-On Services
À La Carte Services
Need something specific? Pick and choose individual services to complement your plan.
FAQ
Frequently Asked Questions
What's included in every plan?
All plans include bookkeeping, reconciliation, monthly financial statements (P&L, Balance Sheet), and dedicated support. Higher plans include more transactions, cash flow reporting, and a dedicated account manager.
Are there long-term contracts?
No. All plans are month-to-month with no lock-in. Cancel anytime with 30 days' notice. We earn your business every month.
What accounting software do you use?
We are certified in QuickBooks Online, Xero, and Wave. We can work with your existing software or set you up on a new platform — whichever works best for your business.
How is my financial data kept secure?
We use 256-bit SSL encryption, two-factor authentication, and require signed NDAs with all our team members. Your data is strictly confidential and never shared with third parties.
Can I switch plans later?
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect from the next billing cycle. Our team will guide you through the transition seamlessly.
Do you offer a free trial or consultation?
Yes! We offer a free 30-minute consultation with a senior CA/CPA where we review your current setup and recommend the best plan. No commitment required.