Pricing

We operate on 100% transparent pricing. You will never see a surprise charge from us. We believe in and value good communication.

Below, you will find monthly and yearly bookkeeping options. In addition, you will find the rates for our add-on Fractional CFO services too.

Monthly Bookkeeping Plans

Want your bookkeeping done on a monthly basis, allowing you to keep track of income throughout the year? Please see the basic monthly bookkeeping charges below:

Mid-Sized

$700 / month

For businesses with…

✓ 300 to 700 transactions a month

✓ Multiple bank accounts / credit cards

✓ Under $1,000,000 in revenue

Small

$450 / month

For businesses with…

✓ 100 to 300 transactions a month

✓ Multiple bank accounts / credit cards

✓ Under $500,000 in revenue

Very Small

$250 / month

For businesses with…

✓ Under 100 transactions a month

✓ 1 to 2 bank accounts / credit cards

✓ Under $150,000 in revenue

Yearly Bookkeeping Plans

If your business is just starting off and/or is really small, you may rather have bookkeeping done on a yearly basis. Please see the basic yearly bookkeeping charges below:

Small

$3,000

For businesses with…

✓ 100 to 300 transactions per month

✓ Multiple bank accounts / credit cards

✓ Under $500,000 in revenue

Very Small

$2,000

For businesses with…

✓ Under 100 transactions per month

✓ 1 to 2 bank accounts / credit cards

✓ Under $150,000 in revenue

Very, Very Small

$1,000

For businesses with…

✓ Under 50 transactions per month

✓ 1 to 2 bank accounts / credit cards

✓ Under $100,000 in revenue

Note: Yearly bookkeeping options are only available in December, January and February for businesses with a December FYE. We do not offer last-minute “catch ups” beyond February.

Fractional CFO Options

Along with offering bookkeeping services, we also offer (optional) fractional CFO services. This allows your small business to go beyond basic bookkeeping and have a trained, experienced professional give you key insights for continued success. With over 10 years in finance, we can assist with:

  1. Financial Strategy & Decisions
    We can help answer difficult questions, such as:
    – “Can I afford to hire someone?”
    – “Should I raise prices?”
    – “Why is my profit lower than expected?”
    – “What’s my break-even point?”
  2. Forecasting & Budgeting
    – Monthly/quarterly forecasting
    – Budget creation and tracking
    – Cash flow projections
  3. Profit Optimization
    – Identify unnecessary costs
    – Improve your pricing strategy
    – See what makes you the most money
  4. KPIs
    – Custom dashboards
    – Key metrics

Fractional CFO services are typically project-based, but we can offer monthly packages as well. These services range from $250 to $400 per hour depending on project complexity and size.