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+

Transformation

$2,299/mo

$3,299/mo

$4,399/mo

$5,499/mo

$6,699/mo

Contact Us!

For those that really want to transform their business. You get:

Your Own Financial Department

  • Dedicated, Responsive Team
  • Systems Setup And Maintenance
  • End-to-end Bookkeeping
  • All Corporate And Sales Taxes
  • High Quality, Monthly Financials

With Improved Advice

  • Monthly Financial Guidance
  • Help Controlling Your Costs
  • Help Managing Your Cash Flow

And Next Level Guidance

  • In-depth Financial Mentoring
  • Help Improving Your Profits
  • Help Making Business Decisions

Elevation

$999/mo

$1,499/mo

$1,999/mo

$2,499/mo

$2,999/mo

Contact Us!

For those that want to improve their business. You get:

Your Own Financial Department

  • Dedicated, Responsive Team
  • Systems Setup And Maintenance
  • End-to-end Bookkeeping
  • All Corporate And Sales Taxes
  • High Quality, Monthly Financials

With Improved Advice

  • Monthly Financial Guidance
  • Help Controlling Your Costs
  • Help Managing Your Cash Flow

Foundation

$799/mo

$1,199/mo

$1,599/mo

$1,999/mo

$2,399/mo

Contact Us!

For those that just want amazing accounting. You get:

Your Own Financial Department

  • Dedicated, Responsive Team
  • Systems Setup And Maintenance
  • End-to-end Bookkeeping
  • All Corporate And Sales Taxes
  • High Quality, Monthly Financials

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?

Not at all! Our packages include all the services and technology you require to completely offload your small business finances and have a more tailored, hands on experience. Be careful trying to compare as we offer a very different experience!

Your monthly fees increase as my expenses go up?

Yes. As you grow, so will the complexity and needs of your business. Having a quality finance function costs is important and the costs of under-investment can be substantial (in terms of additional time, stress, taxes and missed opportunities). We love partnering with people that appreciate our value!

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, training, additional rent, etc.), and the range of skills required for the work we do, you quickly realize we're hard to beat.

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

Yes! 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 we don't. While we certainly have the capability to do this work, we have a consistent pipeline of clients looking to work with us on a consistent, deep level. Because we believe that these relationships are what help us provide so much value, we focus on these clients.

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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