PRICING
We use flat monthly pricing based on your scope of services.
We consider your total transaction volume, services needed, complexity, and internal requirements.
How it works:
Financial assessment = $500
If clean-up work is needed, it’s priced separately before weekly and monthly rhythms begin.
Monthly payments begin after your proposal is accepted.
Most basic:
$750+ / Month
Data entry
Bi-weekly transaction categorization
Basic Reporting (P&L + Balance Sheet)
Financials done end of the month + 20 days
GROWTH:
$1500+ / Month
Weekly Transaction Categorization
Custom Reporting
Quarterly Review Meetings
Response Time: 24-hr dedicated Account Manager
1099 Filings
ALL IN:
$3000+ / Month
Weekly Transaction Categorization
Custom Reporting + CFO Dashboard
Financials done on 15th of the month
Quarterly + Monthly CFO Review Meetings
Response Time: 24-hr dedicated Account Manager
1099 Filings