Simple Plans That Scale With You

No hidden fees. No confusing add-ons. Choose the plan that fits your stage today and upgrade as you grow.

The Foundation
Core Bookkeeping

Best for early-stage startups and small businesses establishing their financial foundation and needing clean, accurate books.

$ 500 / month

Range: $500 – $800 / month

Up to 50 transactions per month
1 Bank/Credit Card reconciliation
Monthly P&L Statement
Monthly Balance Sheet
Direct bookkeeper access via email
GAAP-compliant accounting
Accrual or Cash-basis (your choice)
Get Started
The Virtual CFO
Strategic Advisory

Best for businesses ready to scale, seeking investment, or navigating complex financial decisions with CFO-level guidance.

$ 2,500 + / month

Custom pricing based on scope

Everything in The Accelerator
Unlimited transactions
Detailed quarterly forecasting
Annual budget modeling
Burn rate & profitability analysis
Budget vs. Actual reporting
Tax-season CPA coordination
Fundraising financial preparation
M&A readiness support
Monthly 1-on-1 strategy call
Let's Talk

Common Questions

01.  Is there a setup fee?

No setup fees. We onboard you seamlessly and typically have your books caught up within the first two weeks. You only pay the monthly plan rate.

02.  What if my transaction volume exceeds my plan limit?

No problem. We'll notify you before billing any overages, and we'll work together to either upgrade your plan or handle the additional volume at a prorated rate. No surprises.

03.  Do you work with cash-basis or accrual accounting?

Both. We default to whichever method best serves your business stage and industry. For businesses seeking investment or with complex inventory, we typically recommend accrual (GAAP-standard).

04.  How long until my books are caught up?

For most clients, we have the current month's books complete within 5-7 business days of onboarding. Historical catch-up timelines depend on the backlog — we'll give you a clear estimate upfront.

05.  Can I switch plans as my business grows?

Absolutely. Our plans are designed to scale with you. Upgrading is seamless and takes effect the following billing cycle. There's no penalty or lock-in.

06.  Do you replace my CPA?

We complement your CPA — we don't replace them. We handle the day-to-day bookkeeping and reporting, and we coordinate directly with your CPA at tax time to make their job (and your bill) significantly smaller.

Let's Find the Right Plan for You

Schedule a free 30-minute consultation. We'll learn about your business and recommend the right service tier with no pressure and no obligation.