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starter
For solopreneurs & small businesses needing basic financial tracking.
$375/month
Categorization of income and expenses
Up to 100 transactions/month
Monthly account reconciliations
Monthly financial reports
Quarterly phone call or Zoom meeting
Email support
CPA-ready full-year financial reports
growth
For growing businesses that need more insights and support.
$525/month
Categorization of income and expenses
Up to 200 transactions/month
Monthly account reconciliations
Monthly financial reports
Quarterly phone call or Zoom meeting
Priority email support
Maintenance of the chart of accounts
Sales tax filing (if applicable)
End-of-year tax prep for CPA
professional
For established businesses that need hands-on financial management.
$750/month
Categorization of income and expenses
200+ transactions/month
Monthly account reconciliations
Monthly financial reports
Monthly phone call or Zoom meeting
Priority email support
Maintenance of the chart of accounts
Sales tax filing (if applicable)
End-of-year tax prep for CPA
Quarterly profitability KPI review
QuickBooks Online subscription costs are covered by the client.
Custom pricing for add-on services available upon request.
For personalized CFO services, please reach out for a tailored quote.
NON-PROFIT BOOKKEEPING
Discounted rates available!
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