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Pricing

Clear monthly pricing, in writing before we start. Pick the level that fits today and grow from there.

Choose a service

Support that grows with you

Start where you are. Grow from there.

✦ Recommended for You

Level 1 · Essentials

Monthly Bookkeeping

Starting at $____/mo

For owners who need clean, current books.

✦ Recommended for You

Level 2 · Growth

Controller Plus

Starting at $____/mo

For growing teams who want bills and receivables handled.

✦ Recommended for You

Level 3 · Strategy

Fractional CFO

Starting at $____/mo

For owners making big decisions.

Compare the levels

Everything, side by side

What’s included

✦ Recommended for You

Monthly Bookkeeping

✦ Recommended for You

Controller Plus

✦ Recommended for You

Fractional CFO

Books updated every week

Accounts reconciled monthly

Monthly financial statements

1099 contractor filings

Tax-ready books

Tracking categories (by class, location or project)

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Bills paid on time, every time

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A weekly look at who owes you

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App integrations set up and supported

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Annual budget and growth plan

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Pricing and profitability strategy

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“What if” planning for hiring, expansion and big purchases

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✦ Recommended for You

Level 1 · Essentials

Payroll

Starting at $____/mo

For teams that just need payroll done right.

✦ Recommended for You

Level 2 · Growth

Payroll + HR Support

Starting at $____/mo

For teams with HR questions piling up.

✦ Recommended for You

Level 3 · Strategy

Fractional HR

Starting at $____/mo

For growing companies that need a people partner.

Compare the levels

Everything, side by side

What’s included

✦ Recommended for You

Payroll

✦ Recommended for You

Payroll + HR Support

✦ Recommended for You

Fractional HR

Payroll run on your schedule

Tax filings handled

Year-end W-2s and 1099s

HR questions answered

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Handbook and policy updates

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HR compliance reviews

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A strategic people partner

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Every plan includes

The basics, on every level

Controller review

Every month, on every plan.

100% U.S.-based team

A named person who knows you.

Price in writing

Before any work starts.

Grow at your pace

Change levels as your business changes.

Add-ons and specialty services

Need something more specific?

Priced per program

The Profit Room

A simple cash system that pays you first. Our signature program, rolled out at your pace.

$2,000 setup · from $3,500/mo

Affordable Housing Compliance

Setup and monitoring for Tax Credit, Bond, SAIL, RAD and Section 8 communities.

How pricing works

Three steps to your exact price

Every business is a little different, so your final price depends on your volume and needs.

1

Tell us about your business

A short form about what you need. No obligation.

2

Discovery call

We learn how you work and recommend the right level.

3

Your price, in writing

A clear proposal before any work begins.

FAQs

Pricing questions, answered

Why do you show “starting at” prices?

Your exact price depends on things like transaction volume, number of accounts and team size. You’ll always get it in writing before we start.

Yes. Most clients move up as they grow. Let us know and we’ll adjust your plan and your price, in writing.

Yes. Many clients use both, and one team handling your books and payroll means fewer handoffs and fewer mistakes.

No problem, and no judgment. We’ll catch you up first, then keep you current going forward. Any catch-up work is included in your proposal.

Not sure which level fits? Let’s figure it out together.