Packages Web3 AI Workflows Add-Ons
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
Get started →
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.

Web3 & Crypto Accounting

Crypto-native accounting, layered onto any package.

Web3 isn't a separate engagement, it's a complexity layer. Add a Web3 band to any retainer package above. Your band is set at discovery based on your on-chain activity, and reviewed quarterly as you grow.

Web3 Core
Starting from
+$750/mo
Added to any retainer package · Simple treasury & light on-chain activity. 1–3 transaction types, up to 2 wallets & 2 chains, under 200 tx/mo.
  • Crypto transaction coding
  • Monthly fair market value adjustment
  • Wallet-to-GL reconciliation
  • Wallet & custody setup advisory
Get started →
Web3 Scale
Starting from
+$3,000/mo
Added to any retainer package · Heavy on-chain operations, pre-token. 7+ transaction types, DeFi or staking, validator operations, on-chain loans, or multi-entity flows.
  • Everything in Web3 Growth, plus:
  • DeFi & staking position tracking
  • Validator / node reward accounting
  • On-chain loan & receivable accounting
  • Intercompany on-chain flows
  • Crypto treasury reporting
Get started →
Web3 Premier
Starting from
+$5,000/mo
Added to any retainer package · Token-native companies. A live token or launch within 12 months, token-based compensation, or token treasury operations.
  • Everything in Web3 Scale, plus:
  • Token compensation & vesting schedule accounting
  • Token treasury & lockup tracking
  • TGE readiness advisory (launch accounting scoped separately)
  • Board / investor reporting for token activity
Get started →

What counts as a transaction type? A transaction type is defined by its economic purpose, not the asset or chain. Paying contractors in USDC and paying contractors in ETH is one type. The same activity across two chains is one type.

Band assignment is confirmed at discovery and reviewed quarterly. If your activity exceeds your band for two consecutive months, we'll move you to the right band the following month with written notice, never retroactively. One-time events like a token launch, migration, or historical cleanup are scoped as flat-fee projects, not retainer changes. Crypto subledger licenses are contracted and paid directly by the client; we administer the platform within your engagement.

AI Accounting Workflows

Put AI to work in your back office, built by people who do this every day.

AI is changing how accounting and finance teams operate, and we build the workflows that make it real for your company. We work hands-on with these tools constantly, so we know what actually moves the needle and what just adds noise. We design, build, and hand off AI-driven accounting and finance systems that close faster, catch more, and run with far less manual effort, all built on your stack and documented so your team can rely on them with confidence.

Pricing for every AI workflow engagement is fully custom. Because scope varies so widely, we quote each build after a discovery call.

Audit & Roadmap
Where AI actually pays off in your back office.
  • Full review of your accounting and finance processes
  • Highest-leverage automation opportunities identified
  • Tool and platform recommendations
  • Prioritized roadmap with projected time savings
Book a scoping call →
Team Enablement
So your team can own it with confidence.
  • Every workflow fully documented
  • Step-by-step SOPs written for your team
  • Hands-on training, no prior AI experience needed
  • Optional light oversight as you ramp
Book a scoping call →
Managed Oversight
Automation that stays accurate over time.
  • Ongoing accuracy monitoring and tuning
  • Workflows adjusted as your business changes
  • A human accountant in the loop on every output
  • Continuous improvement as the tools evolve
Book a scoping call →

Every build is scoped to your systems, processes, and goals, so pricing varies with the work involved. We start with a workflow audit and quote against your real processes. All project work is flat-fee, never hourly.

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.
Web3 Projects
Crypto-specific project work, scoped at discovery. Crypto subledger licenses are contracted and paid directly by the client.
Token Launch (TGE) Accounting
Starting From: $7,500
Project flat fee Range: $7,500–$20,000
End-to-end accounting for your token launch: pre-launch policy and chart of accounts setup, token classification, comp and payroll tax planning, launch-day fair market value and opening entries, and your first close with the token on the books. Billed in milestones at kickoff, launch, and first close. Pricing scales with token compensation, entity count, and distribution complexity.
Crypto Subledger Migration
Starting From: $3,500
Project flat fee Range: $3,500–$10,000
Move from spreadsheets or one subledger platform to another (Bitwave, Tres Finance, or similar) without losing your history. Includes data migration, wallet reconnection, coding rule rebuild, cost basis lot transfer, a parallel-run month, and a cutover reconciliation proving old and new tie. Quote assumes reconciled source data; unreconciled history is scoped as Historical Crypto Cleanup first.
Historical Crypto Cleanup
Starting From: $600/mo back
Per-month-back Range: $600–$1,500/mo back $2,500 minimum
For incomplete, miscoded, or never-reconciled on-chain activity. Priced per month of backlog based on the complexity of your historical activity. Cost basis reconstruction from inception is scoped separately at discovery.
Audit Readiness, Digital Assets
Starting From: $4,500
Project flat fee Range: $4,500–$12,000
We prepare the digital asset support package your auditor will ask for: wallet population and completeness support, proof-of-control documentation, fair market value support, subledger-to-GL reconciliations, digital asset rollforwards, and disclosure support. We sit on your side of the table; we do not perform the audit. First-year audits and DeFi or token positions are priced at the upper end.
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, along with what it would cost. No pressure.