What We Do

Services built for growing businesses.

Most clients start with bookkeeping and layer in CFO services or FP&A as they grow. Every service is designed to work together.

Monthly Retainer Packages

Predictable pricing, no surprises.

Pricing is an estimate and will vary based on business complexity. All pricing is fixed monthly — no hourly billing. Every engagement starts with a discovery call to scope your needs.

Core
Starting from
$1,500/mo
Essential bookkeeping only · Pre-Seed, <$1M ARR
  • Monthly bookkeeping & close
  • Bank & credit card reconciliation
  • Financial statements (P&L, BS, CF)
  • 10-business-day close guarantee
  • Client portal access
  • Email & Slack support — response ≤24 hrs
  • AP oversight — included, up to 25 bills/mo
  • AR oversight — add-on, priced by volume
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Scale
Starting from
$5,000/mo
Full service · Series A, <$2.5M ARR
  • Everything in Growth, plus:
  • KPI dashboard (monthly)
  • Cash flow forecast (rolling 13-wk)
  • Quarterly strategic CFO call
  • Annual budget build
  • AP oversight — included, up to 65 bills/mo
  • AR oversight — add-on, priced by volume
Get started →
CFO Premier
Starting from
$8,000/mo
Deep strategic CFO · Series B
  • Everything in Scale, plus:
  • Board / investor reporting
  • Monthly CFO advisory call (60 min)
  • Fundraising support (light)
  • Custom financial model (1/yr)
  • AP oversight — fully included
  • AR oversight — fully included
Get started →

Pricing assumes use of our recommended tech stack. Every engagement starts with a systems review — if we need to work around legacy or manual processes, we'll scope accordingly.

Project & Add-On Services

Monthly add-ons & one-time projects, flat-fee pricing.

No hourly billing to clients. Pricing shown is typical — final scope confirmed during discovery.

Onboarding Services
New Client Setup & Onboarding
Starting From: $2,500
⌄
One-time flat fee Custom Pricing
Full onboarding including system access, account mapping, workflow setup, and kickoff. Quoted based on complexity at discovery.
Catch-Up Bookkeeping
Starting From: $400/mo back
⌄
Per-month-back Range: $400–$900/mo back
For clients with incomplete or unreconciled historical books. Priced per month of backlog based on complexity.
Books Cleanup / Diagnostic
Starting From: $900/mo
⌄
One-time flat fee Custom Pricing
Review, reclassify, and reconcile existing books. Scope and pricing confirmed after initial review.
Reporting & Analysis
Custom Financial Model
Starting From: $3,000
⌄
Project flat fee Range: $3,000–$8,000
From simple models to fully customized builds, with scenario analysis and driver-based assumptions. Pricing depends on complexity.
Board / Investor Deck + Data
Starting From: $2,000
⌄
Project flat fee Range: $2,000–$5,000
Monthly or quarterly. Investor-ready output with narrative and data.
Annual Budget Build
Starting From: $2,500
⌄
Project flat fee Range: $2,500–$6,000
Department-level budget with headcount and scenario modeling.
Annual Financial Review
Starting From: $1,500
⌄
Project flat fee Range: $1,500–$4,000
Year-end analysis with narrative, prior-year comparison, and forward look.
KPI Dashboard Build
Starting From: $1,500
⌄
One-time flat fee Range: $1,500–$4,500
Built and connected to your accounting system.
CFO Advisory Services
Fundraising / Data Room Support
Starting From: $4,000
⌄
Project flat fee Range: $4,000–$10,000
Pre-seed to Series A fundraise prep. Financial model, data room setup, investor materials.
Investor Reporting Package
Starting From: $500/mo
⌄
Monthly add-on Range: $500–$1,500
Monthly LP/investor update with commentary and key metrics.
Cash Flow Forecast (one-off)
Starting From: $1,000
⌄
Project flat fee Range: $1,000–$3,000
13-week rolling forecast. Complexity scales with multi-entity or covenant tracking.
Debt / Lender Package
Starting From: $1,500
⌄
Project flat fee Range: $1,500–$4,000
Bank package, covenant tracker, and supporting schedules.
Strategic Planning Support
Starting From: $2,000
⌄
Project flat fee Range: $2,000–$6,000
OKR financial tie-in, scenario planning, and leadership presentation.
Payroll & HR Finance
Payroll Setup
Starting From: $500
⌄
One-time flat fee Range: $500–$1,200
Includes entity setup, employee onboarding, and platform configuration.
Monthly Payroll Management
Starting From: $350/mo
⌄
Monthly add-on Range: $350–$800
Up to 10 employees. Complexity pricing for multi-state or large headcount.
New State Registration (after 3 states)
$250/state
⌄
Add-on
Per state, per registration event.
Year-End W-2 / 1099 Coordination
Starting From: $400
⌄
Annual flat fee Range: $400–$1,000
Per entity, includes reconciliation and filing coordination.
Tax Coordination (Handoff)
We do not prepare tax returns. These services support a clean, organized handoff to your tax preparer.
Tax Package Prep
Starting From: $750
⌄
Annual flat fee Range: $750–$1,500
Organize books, prepare trial balance, and compile supporting schedules for your tax preparer.
Sales Tax Filing Setup
Starting From: $500
⌄
One-time flat fee Range: $500–$1,500
Register, configure, and establish filing cadence for applicable states.
Monthly Sales Tax Filing
Starting From: $150/mo
⌄
Monthly add-on Range: $150–$450
Per state, pricing per state registration.
Ad Hoc / Advisory
Ad Hoc Advisory / Consulting
Starting From: $375
⌄
Flat-fee block Range: $375–$750
Flat-fee equivalent to 1 partner hour. Used for one-off questions, reviews, or consults outside retainer scope.
Fractional CFO Overflow
Starting From: $1,500/mo
⌄
Monthly block Range: $1,500–$4,000
Block of additional CFO hours beyond retainer scope.
Emergency / Rush Work
+75% surcharge
⌄
Rush fee Range: +50% to +100%
Applied on top of standard fees for expedited turnaround. Scope-dependent.
Get Started

Ready to see what your
numbers really mean?

Book a free 30-minute discovery call. We'll review your current setup and tell you exactly what we'd recommend — and what it would cost. No pressure.

Book a free call → Email us directly