Pricing
No hidden fees. Month-to-month on every service.
Bookkeeping
Essential
/month
Freelancers and solo owners under $100K revenue.
Professional
/month
Growing businesses under $500K revenue.
Premium
/month
Established or multi-entity businesses.
Fractional CFO
Foundations
/month
Forecasting, KPI reporting, monthly call.
Growth
/month
Budgeting, financing support, two calls monthly.
Strategic
/month
Raising, selling, or major transitions.
M&A Advisory
Sell-Side Readiness
project
Valuation positioning, buyer-ready data room.
Due Diligence
or $7,500+ project
Financial due diligence for either side of a deal.
Full Advisory
of deal value + retainer
Support from valuation through close.
Month-to-Month
30-day notice on bookkeeping and CFO services. No long-term contracts.
Satisfaction Guarantee
100% satisfaction in month one of bookkeeping, or you don't pay.
Frequently Asked Questions
Do you offer tax filing?
No. We keep books tax-ready for your CPA and can recommend one if needed.
Is there a minimum commitment?
Bookkeeping and CFO retainers are month-to-month with 30-day notice. Project work runs to completion with no ongoing commitment.
What determines pricing within a tier?
Transaction volume, entity complexity, and support level. We confirm pricing during your free consultation.
Who do you work with?
Service businesses up to $1M in revenue.
Ready for clean books and a clear financial picture?
Schedule a free consultation to find the right fit: bookkeeping, fractional CFO, or M&A advisory.
Schedule a Free Consultation