Transparent Pricing
Plans Built for
Plans Built for
Growing Businesses
From foundational bookkeeping to fractional CFO leadership choose the level of financial clarity your business needs.
Standard
Real-time data to run your business
$
2,490
/mo
Book a Consultation
What's included
- ✓Monthly transaction categorization & reconciliation
- ✓Updated P&L and balance sheets
- ✓Dedicated bookkeeper onboarding
- ✓Detailed business reports & variance analysis
- ✓Budget creation & forecasting
- ✓Federal income tax estimation
- ✗Monthly financial analysis
- ✗13-week Cash flow forecasting
- ✗Fractional Controller services
- ✓Quarterly strategy meeting
- ✓Email & phone support (48hr response)
- ✓IRS/audit support – 5 hrs/year
- ✓Individual Tax Return Filing – Covers 1 State and 1 Federal
- ✓Business Entity Filing – Covers 1 Entity, 1 State and 1 Federal
- ✓90-day cancellation notice
- ✓Satisfaction guarantee
Bookkeeping
Advisory
Support
Compliance
Terms
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Everything in Standard, plus
- ✓Accounts payable & receivable management
- ✓Shopify, Amazon and other marketplaces reconciliations
- ✓Monthly financial analysis
- ✓13-week Cash flow forecasting
- ✓Fractional Controller executive-level finance leadership without the full-time cost
- ✓Monthly strategy meeting
- ✓Email & phone support (<24hr response)
- ✓IRS/audit support – 10 hrs/year
- ✓Individual Tax Return Filing – Covers 1 State and 1 Federal
- ✓Business Entity Filing – Covers 1 Entity, 1 State and 1 Federal
- ✓Bank compliance & covenant support
- ✓Sales taxes
- ✓Payroll
- ✓30-day cancellation notice
- ✓Satisfaction guarantee
Full Bookkeeping Suite
Advanced Advisory
Priority Support
Compliance
Terms
All plans include a satisfaction guarantee refund of last month if unsatisfied. Serving NY and nationwide businesses.