Pricing

Simple, Fixed Monthly Pricing

No hourly meters. No surprise invoices. Choose a package, know your cost, get your evenings back.

Essentials

$1,000/month

Clean, tax-ready books, every month.

  • Monthly bookkeeping & categorisation (up to ~150 transactions)
  • Bank & credit-card reconciliations (up to 3 accounts)
  • Month-end close & adjusting entries
  • Monthly P&L, Balance Sheet & Cash Flow
  • Plain-English monthly commentary
  • Year-end package for your CPA
  • Email support — replies within 24 hours
Book a Free Consultation

CFO Partner

$3,000+/month

Custom scope — financial leadership for businesses that have outgrown bookkeeping.

  • Everything in Growth
  • Annual budget & rolling forecasts
  • 13-week cash-flow management
  • Board & investor reporting packs
  • Power BI dashboards
  • Monthly strategy session
Discuss Your Needs

Need Just One Thing? — Standalone Services

Prefer to start smaller? Each of these is available on its own — ask for a custom quote.

Payroll Management

Multi-province and multi-state payroll processing on your platform.

AP & AR Management

Bill payment and invoicing, managed end to end.

Sales Tax & VAT Compliance

GST/HST, US sales tax and UK VAT returns filed on time.

Systems Setup & Migration

QuickBooks or Xero setup, or platform migration.

Hedge Fund Accounting

NAV calculation, investor reporting and reconciliations for funds.

Catch Up & Cleanup

Months or years of backlogged books brought current.

Financial Statements

GAAP/IFRS-ready statements for lenders, investors or your CPA.

Management Reporting

Monthly KPI dashboards in Power BI or Google Sheets.

Not sure yet? Start with our free 5-hour trial — sample work on your real file before you commit.

Catch Up & Cleanup Projects — One-time fixed quote after a free file review.

CPA & Accounting Firms — Wholesale white label rates are discussed privately. Book a partnership call.

Pricing FAQ

Common Questions

A 30-minute video call where we review your current setup and pain points. You receive honest advice either way; a written fixed-price proposal follows within 48 hours only if we are a good fit.

No setup fee for Essentials and Growth. Packages are month-to-month after the first three months — we keep clients through quality, not lock-ins.

We quote a fair adjustment before starting — you approve every price in writing before it applies. No automatic overage charges, ever.

No — we deliberately stay out of corporate and individual income tax filing. We prepare complete, tax-ready books and work hand-in-hand with your CPA, EA or tax adviser at year-end. We do handle sales-tax and VAT compliance as a service.

Yes — upgrade, downgrade or cancel with 30 days' notice. Your data always stays in your own software account and leaves with you.

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