No hourly billing and no surprise invoices. Pick a starting point and we’ll tailor the scope on a free call.
For freelancers and new businesses getting organized.
For businesses with a team and steady revenue.
For companies preparing to scale, raise capital or sell.
Every plan includes a dedicated accountant, CPA review and secure document sharing.
| Features | Essentials $390/mo | Growth $890/mo | CFO Suite Custom |
|---|---|---|---|
| Bookkeeping | |||
| Monthly transactions | 150 | 500 | Unlimited |
| Bank & card reconciliation | |||
| Monthly financial statements | |||
| Catch-up months included | 3 | 12 | |
| Accrual-basis accounting | |||
| Tax | |||
| Annual business tax return | |||
| Owner personal returns | Add-on | 2 included | 4 included |
| Quarterly estimated taxes | |||
| Year-round tax planning | |||
| Payroll | |||
| Payroll processing | Add-on | Up to 25 people | Unlimited |
| Payroll tax filings | |||
| 1099 preparation | Add-on | ||
| Advisory | |||
| Dedicated accountant | |||
| Monthly review call | |||
| Budgets & forecasts | |||
| Board & investor reporting | |||
| Support | |||
| Response time | 1 business day | Same day | Same day |
| Phone & video meetings | Quarterly | Monthly | Unlimited |
Available on any plan, or as one-off projects. Prices are starting points; we confirm every quote in writing.
Every deliverable comes with a date in writing. If we miss one we committed to, you don’t pay for that month — no forms, no arguments.
Need a custom quote? Tell us about your business and we’ll reply within one business day.
No. Onboarding is included in every plan. Catch-up work for months before you joined is quoted separately if it isn’t included in your plan.
Anytime. Plans are month-to-month, and you can move up or down as your business changes.
Any line in your bank, card or payment-processor feeds that needs categorizing. Transfers between your own accounts don’t count.
Yes. Pay yearly and you save 10% on any plan.
