Transparent Pricing

Clear, predictable retainers based on scope and complexity—not hourly billing or surprise invoices.

Our Pricing Philosophy

We believe professional accounting and advisory services should be clear, predictable, and aligned with the value delivered—not billed by the hour.

Our pricing is structured as flat monthly retainers based on the scope, complexity, and level of financial leadership required. This approach allows our clients to budget with confidence while ensuring they receive proactive guidance, consistent service, and year-round support.

What Our Pricing Reflects

  • Complexity over volume – Multi-entity structures, payroll, industry-specific requirements, and regulatory oversight matter more than transaction counts alone.
  • Experience and judgment – Our work is guided by CPA oversight and decades of financial leadership experience, not entry-level processing.
  • Proactive involvement – We focus on anticipating issues, identifying opportunities, and improving financial clarity—not reacting after problems arise.
  • Strategic access – Clients receive direct access to senior-level insight, not layers of handoffs.

What Our Pricing Avoids

  • Hourly billing and surprise invoices
  • Transaction-based nickel-and-diming
  • One-size-fits-all packages
  • Reactive, compliance-only relationships

Our goal is to serve as a long-term financial partner—providing clarity, confidence, and strategic insight as your organization grows.

Final pricing is determined after a brief discovery conversation to ensure alignment between scope, expectations, and outcomes.

Service Tiers & Pricing Overview

Foundational Compliance

Best For: Owners who want clean books and compliance without monthly meetings

Monthly bookkeeping & reconciliations
CPA-prepared financial statements
Tax compliance & basic planning
Accounting system support (QuickBooks)
Monthly accounting review & close
Monthly financial meetings
Typical Monthly Investment$800–$1,800

Growth & Advisory

Best For: Owners who want accounting insight and a monthly conversation about their numbers

Monthly bookkeeping & reconciliations
CPA-prepared financial statements
Tax compliance & basic planning
Accounting system support (QuickBooks)
Monthly accounting review & close
Monthly financial meetings
Financial analysis & forecasting
Budgeting & performance management
Typical Monthly Investment$2,000–$3,500

Fractional CFO

Best For: Owners who need experienced, ongoing financial leadership and strategic support

All Growth & Advisory features
Advanced modeling & decision support
Contract negotiation support
Strategic advising & planning
Internal controls and SOP support
Typical Monthly Investment$4,000–$7,500+

CPA-prepared financial statements are prepared in accordance with the Statements on Standards for Accounting and Review Services (SSARS), specifically SSARS No. 27, as issued by the American Institute of Certified Public Accountants (AICPA). These services do not constitute a compilation, review, or audit, and no assurance is provided.

Ready to Discuss Your Needs?

Let's have a brief discovery conversation to determine the right service tier and pricing for your business.

Schedule a Free Consultation