Pricing Plans

Transparent pricing for every stage of your business. No hidden fees, no surprises.

Pricing

Choose the Right Plan for Your Business

All plans include access to our client portal and dedicated support. Upgrade or downgrade anytime.

Starter

$199/month
  • Monthly bookkeeping
  • Basic tax prep
  • Email support
  • Client portal access
  • Quarterly reviews
  • Payroll processing
  • Advisory calls
Most Popular

Professional

$499/month
  • Everything in Starter
  • Full payroll processing
  • Monthly advisory calls
  • Priority support
  • Tax planning sessions
  • Financial dashboards
  • Virtual CFO

Enterprise

$2,500/month
  • Everything in Pro
  • Dedicated Virtual CFO
  • Weekly strategy calls
  • Custom reporting
  • Audit support
  • Board presentations
  • 24/7 phone support
FAQ

Frequently Asked Questions

Can I switch plans later?

Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.

Is there a setup fee?

No setup fees for any plan. We also offer a complimentary onboarding session to get your account configured properly.

What payment methods do you accept?

We accept all major credit cards, ACH transfers, PayPal, and Apple Pay. Enterprise clients can also pay by invoice.

Do you offer annual discounts?

Yes! Pay annually and save 15% on any plan. Contact us for custom enterprise pricing.

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