Transparent Pricing
Choose a plan that fits your business stage and complexity. All plans include secure data handling, monthly reports, and dedicated support.
Starter
Perfect for early-stage startups and small businesses with straightforward accounting needs.
- Bookkeeping up to 200 transactions/month
- Bank & credit card reconciliation
- Monthly P&L and Balance Sheet
- QuickBooks Online or Desktop
- AP/AR management
- Email support (24-48 hr response)
- Multi-entity or multi-currency
- Custom dashboards or KPIs
- CFO advisory services
Growth
For growing companies with multiple revenue streams, inventory, or international operations.
- Bookkeeping up to 500 transactions/month
- Multi-entity or multi-currency support
- E-commerce integration (Shopify, Amazon, etc.)
- Inventory management (DEAR, QuickBooks)
- Custom financial reports and KPIs
- Budgeting and variance analysis
- Priority support (12-24 hr response)
- Quarterly business reviews
- Board decks or investor reporting
Fractional CFO
Strategic financial leadership for scaling businesses, fundraising, or M&A.
- Everything in Growth plan
- Financial modeling and forecasting
- Cash flow planning and runway analysis
- Board reporting and investor decks
- Fundraising support (Series A/B prep)
- Due diligence assistance
- Strategic planning and scenario analysis
- Weekly or bi-weekly check-ins
- Direct phone/Slack access
Book a free 20-minute consultation and we'll recommend a plan based on your transaction volume, complexity, and goals. All plans can be customized with add-ons.
Detailed Feature Comparison
| Feature | Starter | Growth | Fractional CFO |
|---|---|---|---|
| Monthly Transactions | Up to 200 | Up to 500 | Unlimited |
| Bank Reconciliation | ✓ | ✓ | ✓ |
| P&L & Balance Sheet | ✓ | ✓ | ✓ |
| Cash Flow Statement | On request | ✓ | ✓ |
| Multi-Entity Support | Add-on | ✓ | ✓ |
| Multi-Currency | — | ✓ | ✓ |
| E-commerce Integration | Add-on | ✓ | ✓ |
| Inventory Management | — | ✓ | ✓ |
| Custom KPI Dashboards | — | ✓ | ✓ |
| Budgeting & Forecasting | — | Basic | Advanced |
| Board/Investor Reporting | — | — | ✓ |
| Fundraising Support | — | — | ✓ |
| Response Time | 24-48 hours | 12-24 hours | Same day |
| Check-ins | Monthly | Quarterly | Weekly/Bi-weekly |
Pricing FAQs
How do I know which plan I need?
It depends on your monthly transaction volume, number of entities, and whether you need strategic advisory. Most startups with <$1M revenue start with Starter or Growth. If you're fundraising or need board-level financial leadership, consider Fractional CFO. We'll help you decide on the consultation call.
What counts as a "transaction"?
A transaction is any entry in your books: an invoice, bill, bank deposit, credit card charge, journal entry, or payroll run. We count unique line items (e.g., a bill with 5 line items = 5 transactions).
Can I switch plans later?
Yes! As your business grows, we can upgrade you to a higher tier. If your volume decreases, we can adjust downward too. Plans are month-to-month with 30 days' notice to cancel or change.
What if I exceed my transaction limit?
We'll notify you if you approach your limit. Additional transactions are billed at $5 per 10 transactions, or we can upgrade you to the next tier if it's more cost-effective.
Do you offer one-time cleanup projects?
Yes! If your books are behind or messy, we offer one-time cleanup projects starting at $2,500. We'll audit your books, fix discrepancies, and get you caught up. Contact us for a quote.
What software do I need?
We work with QuickBooks (Desktop or Online), Xero, Zoho Books, and NetSuite. If you don't have software yet, we'll recommend the best fit during onboarding (typically included in setup).
Are there setup fees?
First-month setup (chart of accounts design, data migration, integrations) is typically $500-$1,500 depending on complexity. We'll quote this upfront after reviewing your current state.
What's your cancellation policy?
Month-to-month contracts with 30 days' written notice. No long-term lock-in. Upon termination, we'll provide a clean handoff with all files and documentation.
Information provided here is for general guidance and is not legal or tax advice.
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Book a free consultation to discuss your needs and get a customized quote.
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