Our Pricing

We use monthly, recurring, fixed-fee pricing for your work. This means no hassles and no surprises. No need to worry about reaching out to your team with a question and getting the 15 minute call turned into an hour charge.

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What kind of pricing can you expect?

You will get a lot out of our services because they are so much more "hands on" than others. But we won't break your bank either.

A monthly spend of:
up to $25k
$50k
$75k
$100k
$125k
$150k+
You have monthly expenses of
up to $25k
$50k
$75k
$100k
$125k
$150k+
up to $25k
$50k
$75k
$100k
$125k
$150k+

High Performance

$2,299/mo

$3,399/mo

$4,599/mo

$5,799/mo

$7,299/mo

Contact Us!

  • Audit Proofing
  • Dedicated Bookkeeper
  • Dedicated Payroll Specialist
  • Dedicated Controller & CFO
  • Continual Tax Planning
  • Continual Budgeting
  • Continual Forecasting
  • Continual Performance Review
  • Continual Strategy Sessions
  • Growth Planning
  • Complex Financial Modelling
  • Financing Support
  • Leadership Support

Solid Foundation

$1,299/mo

$1,899/mo

$2,499/mo

$3,099/mo

$3,899/mo

Contact Us!

  • Audit Proofing
  • Dedicated Bookkeeper
  • Dedicated Payroll Specialist
  • Dedicated Controller
  • Continual Tax Planning
  • Continual Budgeting
  • Continual Forecasting
  • Continual Performance Review
  • Annual Strategy Sessions

Basic Compliance

$799/mo

$999/mo

$1,299/mo

$1,499/mo

$1,799/mo

Contact Us!

  • Audit Proofing
  • Dedicated Bookkeeper
  • Dedicated Payroll Specialist
  • Dedicated Accountant
  • Annual Tax Planning
  • Annual Budgeting

Get a team that will make your life so much easier

Let us take care of everything for you end-to-end

We mention it a lot, our services are “managed”. That means we take over your entire finance function: bookkeeping, accounting, tax… but also forecasting, budget tracking, business planning and strategizing.

Build valuable relationships with dedicated support

You get dedicated team members. People that truly get to know you, your business and your future goals. They work alongside you in “the trenches”, so your books stay up to speed while providing clarity on your future path.

Start experiencing truly proactive services

We always find new ways to make your life easier. One example? You are more than welcome to reach out to us at any time... but it’s far more likely that we will be contacting with you.

Frequently asked questions

Aren't your monthly fees high relative to competitors?

A bit more, yes! Our packages include all services required to run a proper small business finance department AND a more hands on experience. So once you add up competitors' various add-ons, the extra cost for that dedicated experience isn't as much as you think!

Why do your monthly fees increase as my expenses go up?

A lot of reasons! As you grow, so will the complexity and needs of your business (on top of sheer increases in transaction volume). A quality finance function costs anywhere from 2% to 4% of total revenue, and the costs of under-investment can be substantial (in terms of additional time, stress, taxes and missed opportunities).

Couldn't I hire someone to handle all of this work for a lower cost?

At some point, yes! Our ability to scale and provide value does diminish as you grow. But we provide a tremendous amount of value for businesses with $10 million in revenue or less once you consider the cost of part time and full time employees (vacation time, benefits, equipment, rent, etc.), and the range of skills required for the work we do.

I have a great bookkeeper already and am interested in controllership and CFO services. Can you work with others?

We can! As long as we have the ability to provide leadership and ownership over the accounting function as a whole. If we can't, our ability to provide value diminishes quickly, and that is something we like to avoid.

Do you do one-off projects like investment decks or financial modelling?

Unfortunately no. While we certainly have the capability to do this work, we have a consistent pipeline of clients looking to work with us on a deeper level. Because we believe that these relationships are what help us provide so much value, we focus on these clients first.

how can you get started

We bring a lot of value to the table, but how exactly do you get started?

LET’S GET STARTED!

The pricing looks good and you want to get going. You can start right here.

We know how much founders, entrepreneurs and professionals like you have on the go. It definitely feels good to take some of that workload off your plate. The easiest part: filling out this form to get started!

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