master Pricing guide

1. BOOKKEEPING PLANS

All plans include unlimited transactions and unlimited bank accounts. Additional entities billed separately.

Starter$250/mo Growth$450/mo Scale$750/mo Enterprise$995/mo

Plan features	Starter $250 / mo Up to $250K rev/yr Sign Up Now	Growth Most Popular $450 / mo $250K – $1M rev/yr Sign Up Now	Scale Most Popular $750 / mo $1M – $2M rev/yr Sign Up Now	Enterprise $995 / mo $2M+ rev/yr Sign Up Now
Best For	Freelancers, solopreneurs & new businesses getting their books in order	Growing businesses wanting cleaner books & financial visibility	Established businesses with complexity — multi-class, multi-project	High-revenue operators who need CFO-level insight & a fully managed finance function
Bookkeeping Operations
Books Update Cycle	Monthly	Monthly	Bi-weekly	Weekly
Transactions (Monthly)	Unlimited	Unlimited	Unlimited	Unlimited
Bank Accounts	Unlimited	Unlimited	Unlimited	Unlimited
Class-Wise Bookkeeping	Not included	Up to 5 classes	Up to 10 classes	Unlimited
Project-Wise Bookkeeping	Not included	Not included	Up to 10 projects	Unlimited
Location Tracking	Not included	Not included	Included	Included
Dedicated Bookkeeper	Shared team	Shared team	Shared team	Priority dedicated
Standard Reports — Included in All Plans
Profit & Loss (P&L)	Included	Included	Included	Included
Balance Sheet	Included	Included	Included	Included
Cash Flow Statement	Included	Included	Included	Included
A/R & A/P Aging	Included	Included	Included	Included
Advanced Reporting & Insights
Basic Financial Commentary	Not included	Included	Included	Included
Full Management Report	Not included	Not included	Included	Included
KPI Tracking & Commentary	Not included	Not included	Included	Included
Budget vs. Actuals	Not included	Not included	Not included	Included
Live CFO Dashboard	Not included	Not included	Not included	Included
Strategic Financial Insights	Not included	Not included	Not included	Included
Support & Communication
Progress Calls	1× / month	1× / month	As needed	As needed
Slack Messaging	Dedicated channel	Dedicated channel	Dedicated channel	Dedicated channel
Response Time	24 hrs	24 hrs	24 hrs	Same day priority
Setup & Compliance
QBO Setup / Migration	Included	Included	Included	Included
Year-End Tax Ready Books	Included	Included	Included	Included
Audit-Ready Documentation	Not included	Not included	Included	Included
Payroll Processing	Not included	Not included	Up to 5 employees	Up to 10 employees
Additional Entities	Billed separately	Billed separately	Billed separately	Billed separately

2. ADD-ON SERVICES

All add-ons can be combined with any bookkeeping plan or purchased standalone.

Add-On Service	Price	Notes
Payroll Processing	Price$199/moUp to 10 employees	Notes For Starter & Growth plans Scale includes up to 5 employees, Enterprise includes up to 10 employees (both at no extra charge) $14.99/employee/mo above included threshold Payroll runs, filings, direct deposit, pay stubs Platform fees billed separately
1099 Contractor Filing	PriceIncluded in all plans	Notes Annual 1099-NEC filing for all contractors Government e-filing fees paid by client
Accounts Payable (AP) Management	Price$249/moUp to 30 bills	Notes $7/bill thereafter Bill entry & coding, vendor management, payment scheduling, approval workflow, AP aging report, vendor communications
Accounts Receivable (AR) Management	Price$249/moUp to 30 invoices	Notes $7/invoice thereafter Invoice creation & delivery, payment follow-up, collections communications, cash application, AR aging report
Sales Tax Filing — Additional States	Price$99/moPer additional state	Notes Included in Scale ($750) & Enterprise ($995) plans for 1 state Each additional state billed separately Nexus review, return prep & filing
Catch-Up / Clean-Up Bookkeeping	Price$119/month cleaned	Notes Historical backlog cleaned to current Billed per calendar month of clean-up required

3. FRACTIONAL CFO SERVICES

Standalone service — no bookkeeping plan required. Can be bundled for a discounted rate.

Tier	Monthly Fee	What's Included
CFO Basic	Monthly Fee$999/mo	What's Included Monthly P&L deep-dive with written commentary (not just a report — we explain what moved and why) Cash flow review with 30-day forward projection Budget vs. Actuals comparison with variance flags 1 dedicated CFO strategy call/month (60 min) Action items list delivered after every call
CFO Professional	Monthly Fee$1,999/mo	What's Included Everything in CFO Basic, plus: 2 CFO strategy calls/month (60 min each) 13-week rolling cash flow forecast updated monthly 3-scenario financial modeling (base / best / worst case) KPI dashboard built in QBO or Google Sheets — tracked monthly Department or service-line profitability breakdown Rolling 90-day financial action plan updated each month Priority email access — responses within 4 business hours
CFO Enterprise	Monthly Fee$2,999/mo	What's Included Everything in CFO Professional, plus: Weekly CFO check-in calls (30 min) Full annual budget build with monthly reforecast Revenue and headcount growth modeling Investor-ready reporting package (P&L, BS, Cash Flow, KPIs formatted for lenders or investors) Cap table and funding readiness review Vendor and contract cost optimization advisory Direct liaison with your CPA or tax advisor for year-end planning Unlimited async CFO support via Slack

Tier

Monthly Fee

What's Included

CFO Basic

Monthly Fee$999/mo

What's Included

Monthly P&L deep-dive with written commentary (not just a report — we explain what moved and why)
Cash flow review with 30-day forward projection
Budget vs. Actuals comparison with variance flags
1 dedicated CFO strategy call/month (60 min)
Action items list delivered after every call

CFO Professional

Monthly Fee$1,999/mo

What's Included

Everything in CFO Basic, plus:

2 CFO strategy calls/month (60 min each)
13-week rolling cash flow forecast updated monthly
3-scenario financial modeling (base / best / worst case)
KPI dashboard built in QBO or Google Sheets — tracked monthly
Department or service-line profitability breakdown
Rolling 90-day financial action plan updated each month
Priority email access — responses within 4 business hours

CFO Enterprise

Monthly Fee$2,999/mo

What's Included

Everything in CFO Professional, plus:

Weekly CFO check-in calls (30 min)
Full annual budget build with monthly reforecast
Revenue and headcount growth modeling
Investor-ready reporting package (P&L, BS, Cash Flow, KPIs formatted for lenders or investors)
Cap table and funding readiness review
Vendor and contract cost optimization advisory
Direct liaison with your CPA or tax advisor for year-end planning
Unlimited async CFO support via Slack

4. WHITE LABEL PRICING (CPAs & Fractional CFOs)

Available on a per-client or dedicated staff basis. No minimum threshold required.

White Label Option	Pricing	Details
Per-Client Bookkeeping	Pricing20% offAll tiers	Details Starter $200 Growth $360 Scale $600 Enterprise $796 Same scope and deliverables
Per-Client Add-Ons	Pricing20% offAll add-ons	Details Same discount applies to all monthly add-on services
Dedicated Bookkeeper	Pricing$999/mo	Details Handles transaction categorization, data entry, and bank feed management Manages up to 15 client files Works inside your QBO or Xero accounts under your firm's branding Ideal for high-volume, straightforward clients where accuracy and speed matter most Supervised by your team or ours Turnaround: books updated within agreed cycle
Dedicated Senior Bookkeeper	Pricing$1,199/mo	Details Everything a Dedicated Bookkeeper does, plus: Full end-to-end bookkeeping including chart of accounts management and journal entries Month-end close and financial report finalization (P&L, BS, Cash Flow) Payroll processing and reconciliation Direct client communication — attends calls, answers questions, follows up on missing docs Manages up to 25 client files Suitable for complex clients across multiple industries
Dedicated Accounting Manager	Pricing$1,999/mo	Details Everything a Senior Bookkeeper does, plus: Team lead for a pod of up to 8 bookkeepers (junior and senior) Manages up to 50 client files across your assigned team Reviews and signs off on month-end work before delivery to your clients Escalation point for complex transactions, cleanups, and client issues Client onboarding, progress calls, and relationship management Trains and mentors junior staff Coordinates workflow, deadlines, and ClickUp task management across the pod Acts as your firm's embedded operations manager — your brand, our team