Simple, straightforward pricing for Bookkeeping, CFO, and Tax services

Our bookkeeping plans operate on a subscription model with transparent pricing that scales with your monthly expenses. The more complex your financials, the more support you get—but you only pay for what you need.

Start gives you clean, compliant books with cash-basis accounting. Grow adds accrual accounting options, real-time dashboards, budget vs. actuals tracking, and a dedicated account manager—perfect for businesses seeking investment or detailed financial insights.

Most catch-up projects are completed within 2-4 weeks, depending on how far behind you are. We'll give you a timeline estimate after reviewing your situation.

No problem! This is common as businesses grow. We can make this transition seamlessly and help you understand the implications for your financial reporting.

Absolutely. We provide clean, organized books that make your accountant's job easier at tax time. Many of our clients use us for monthly bookkeeping and their CPA for tax strategy.

Traditional fractional CFOs work independently and often rely on outdated data. Our CFO services combine experienced finance leaders with clean, up-to-date books from our bookkeeping team, giving you both strategic guidance and accurate financial data to execute on recommendations.

Start includes monthly meetings, Grow includes bi-monthly meetings, and Custom provides embedded support on your schedule—whether that's weekly check-ins or on-demand availability for urgent decisions.

Yes! Our Grow and Custom tiers include fundraising support, from building your equity story to preparing data rooms and supporting due diligence.

We'll review your existing model and enhance it with current, accurate financial data from your books. If it's working well, we'll build on it. If not, we'll create a new one that actually helps you make decisions.

For Custom tier clients, yes. Your CFO can attend board meetings, present financial updates, and provide strategic input on key decisions.

Clean, accurate books are the foundation of good tax strategy. Our tax team works directly with your bookkeeping data to ensure nothing falls through the cracks and maximize your deductions year-round.

We don't just file your taxes—we actively look for ways to reduce your tax burden. This includes timing strategies, entity structure optimization, and identifying credits and deductions specific to your business.

Yes! Our Custom bookkeeping tier includes sales tax filing and compliance. We track your sales tax obligations across all states where you have nexus.

Our Tax Custom tier handles complex international tax situations, including foreign subsidiary reporting, transfer pricing, and compliance with international tax treaties.

While we don't represent you in audits, we provide audit support by organizing your records and working with your legal team to ensure you have everything needed for a successful audit defense.

We work with businesses across industries and all sizes—from tech startups to professional services, and nonprofits. No matter your size or stage, our experts tailor solutions to your needs.

To get started, we'll need:

• Electronic access to your financial data

• An expense management tool

• Clear separation of business and personal finances

We currently serve Canadian and U.S.-based businesses and U.S. entities with foreign subsidiaries, offering consolidated reporting. At this time, we don't support foreign entities.

You're in control. If you cancel, your subscription continues until the end of the billing cycle. For annual plans, let us know before your renewal, and we'll stop billing for the next cycle.

Prepaying covers your current needs, but if your financial activity grows beyond that, we'll bill any difference to ensure you're fully supported.

Yes, there's a one-time onboarding fee, equal to one month of bookkeeping or CFO services. This ensures we set up your accounts correctly from the start.