Pricing
Simple, fixed monthly pricing. No surprises.
No hourly billing. Pick a plan, add only the services you need, and get a fixed quote within 48 hours of a free call.
- Fixed monthly fee
- Bookkeeping from $299 a month
- Fixed quote within 48 hours
Monthly plans
- Monthly bookkeeping
- Bank & card reconciliations
- Monthly P&L and balance sheet
- Quarterly review call
- Everything in Essentials
- Payroll up to 15 employees
- Quarterly cash flow forecast
- Monthly review call
- Everything in Growth
- 13-week rolling cash forecast
- Budget & KPI dashboard
- Monthly strategy meeting
Your exact fee depends on monthly transactions, accounts and employees. You get a fixed quote after the free call.
Plan finder
Which plan fits your business?
Answer three quick questions to see which plan fits and where its price starts.
Prefer to talk it through? Book a free 20-minute call →
Compare plans
What each plan includes
| Feature | Essentials | Growth | Virtual CFO |
|---|---|---|---|
| Transactions a month | Up to 150 | Up to 500 | Unlimited (fair use) |
| Monthly bookkeeping | Included | Included | Included |
| Bank & card reconciliations | Included | Included | Included |
| Monthly P&L and balance sheet | Included | Included | Included |
| Payroll | Not included | Up to 15 employees | Up to 15 employees |
| Cash flow forecast | Not included | Quarterly | 13-week rolling |
| Budget & KPI dashboard | Not included | Not included | Included |
| Calls with your accountant | Quarterly review | Monthly review | Monthly strategy meeting |
Running a store, a construction business or a practice? See what each plan covers in your industry →
Need one service or a one-off project?
Catch-up bookkeeping, a QuickBooks or Xero setup, payroll or sales tax on their own. We quote it on the free call.
For US CPA & EA firms
White-label pricing for accounting firms
Prepared in your software, under your review. You stay preparer of record.
Individual returns (1040)
Prepared in your software, with review notes. You sign and file.
$75 – $350 per return
Get a quote →Business returns
1120, 1120-S and 1065 preparation from client books and trial balances.
$75 – $350 per return
Get a quote →Client bookkeeping
Monthly bookkeeping and close for your clients, white-label.
$150 – $450 per client / month
Get a quote →Dedicated accountant
A full-time team member working your queue, your hours.
$800 – $1,000 per accountant / month
Get a quote →Return prices depend on return type and complexity.
Free trial
Judge our work before you commit
Send one bookkeeping clean-up or one sample return. We complete it free, so you can check the quality and turnaround yourself.
How pricing works
From free call to fixed fee
- 1
Free 20-minute call
We learn your software, volume and what you need from your numbers.
- 2
Fixed quote in 48 hours
A clear monthly price for the services we discussed.
- 3
Same fee every month
No hourly billing. You know the price before we start.
- 4
Reports and review
Books closed every month and reviewed with you on your plan’s call.
What sets your exact price
- Monthly transaction volume
- Number of bank, card and payment accounts
- Employees on payroll
- How far behind the books are (catch-up is priced per month of backlog)
FAQ
Questions about pricing
Do you bill by the hour?
No. We charge fixed monthly fees based on your transaction volume and the services you choose. Bookkeeping plans start from $299 a month and Virtual CFO from $1,999. You’ll know the price before we start.
How do I get my exact price?
Book a free 20-minute call. We look at your software, volume and needs, then send a fixed quote within 48 hours.
Are one-off projects included in my monthly fee?
No. Projects such as catch-up bookkeeping, a QuickBooks or Xero setup, or a year-end tax-ready package are priced on their own, as shown above.
Can I start with catch-up and then move to monthly bookkeeping?
Yes. We bring your books up to date first, then keep them current with a monthly plan from $299 a month.
We’re a CPA firm. Can we try you first?
Yes. Send one bookkeeping clean-up or one sample return and we complete it free, so you can check quality and turnaround before you commit.
Get your fixed quote
Know your price before we start
Book a free 20-minute call and get a fixed monthly quote within 48 hours.