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Pricing

Pricing

Service Packages

Service LevelAccounting EssentialsAnalytics & ReportingVirtual CFO & Advisory
Ideal ForBusinesses needing accurate monthly accounting Companies wanting performance visibility Growing firms needing strategic financial leadership
Monthly Accounting & Reconciliationstickticktick
Financial Statements & Reportstickticktick
Custom KPI Dashboard -ticktick
Monthly Performance Summary-ticktick
Quarterly Strategy Meeting-tick-
Forecasting & Budgeting --tick
Cash Flow & Scenario Modeling--tick
Dedicated Virtual CFO Review--tick
Priority Support & Advisory Access --tick
Starting Investment$800–$1,500/mo$1,500–$3,000/mo$3,000–$6,000+/mo

Add-On Options

  • Dashboard Build-Out – One-time setup fee
  • KPI Deep-Dive Reports – per quarter or per request
  • Team Training / Financial Workshops – custom pricing

How We Work

We combine precise accounting with powerful analytics and executive-level insight. Each package is customized to your business goals — helping you move from simply tracking numbers to using them strategically. 

Tier 1
Accounting Essentials (Starting Point)
$800–$1,500
/Month
  • Ideal for: Small businesses needing accurate monthly financials.
  • Includes:
  • Monthly accounting & reconciliations
  • Financial statements
  • Basic monthly review meeting
  • Deliverable: Clean financials + short summary.
Tier 2
Analytics & Reporting Insights
$1,500–$3,000
/Month
  • Ideal for: Businesses that want visibility into performance and KPIs.
  • Includes:
  • Everything in Accounting Essentials
  • KPI dashboard
  • Monthly performance report
  • Quarterly strategy call
  • Deliverable: Reporting + written insights.
Tier 3
Virtual CFO & Advisory
$3,000–$6,000+
/Month
  • Ideal for: Companies ready for strategic financial partnership.
  • Includes:
  • Everything in Analytics & Insights
  • Budgeting, forecasting, and cash flow modeling
  • Scenario planning and custom reports
  • Monthly CFO meeting + ongoing advisory access
  • Deliverable: Executive-level guidance.