

Simple, Transparent Pricing
No hidden fees. No surprise invoices. Just straightforward pricing matched to where your business is today.
Our Advisory Tiers
Select the level of financial oversight your business requires. No hidden costs, no reactive bookkeeping, just institutional rigor applied to your ledger.
Starting at $400 / mo
Starting at $800 / mo
Starting at $1,500 / mo
Clean, accurate monthly bookkeeping for sole proprietors and single-member LLCs. Everything you need to stay organized and tax-ready, nothing you don’t.
Our most popular tier. Built for LLCs and S-Corps that need more than basic recordkeeping. Includes proactive reporting, cash flow visibility, and hands-on advisory support.
Full-scope financial partnership for businesses ready for the next level. Fractional CFO guidance, capital strategy, and investment-ready financials — without hiring a full-time executive.
Monthly Bookkeeping
QuickBooks Online Setup
Standard Balance Sheet and P&L
Email Support
• Everything in Starter • S-Corp Optimization • Cash Flow Statements • Priority Advisory Support
• Everything in Growth • Fractional CFO Advisory • Capital Allocation Strategy • Unlimited Strategic Calls


Frequently Asked Questions
Are there any onboarding or setup fees?
Can I transition between plans as my business grows?
How does remote collaboration work?
We do not charge hidden setup fees. For businesses with historical backlogs, we offer a transparent, upfront cleanup quote before monthly advisory begins.
Absolutely. We review your transaction volume and advisory needs quarterly to ensure you are always mapped to the most efficient tier.
We deploy secure, cloud-based financial portals. You receive real-time visibility without geographical limits.
Need a bespoke enterprise structure? We design custom scopes for high-volume entities.
