SERVICES & PRICING

Three Ways to Work With Us.

From clean monthly books to full fractional CFO partnership — pick the level of financial oversight your business needs today. Upgrade when you're ready.

SERVICES & PRICING

Three Ways to Work With Us.

From clean monthly books to full fractional CFO partnership — pick the level of financial oversight your business needs today. Upgrade when you're ready.

Core Financial Oversight

Starting at

$799 / month

Service businesses under $1M in revenue that need clean, reliable monthly books — without the overhead of a full finance department.

  • Dedicated U.S.-based bookkeeper
  • Monthly bank & credit card reconciliation
  • Cash-basis bookkeeping
  • Standardized chart of accounts
  • Monthly P&L, Balance Sheet, Cash Flow
  • Year-end CPA-ready package
  • Up to $100K in monthly expenses
  • 1-business-day email response
MOST POPULAR

Growth Advisory

Starting at

$1,499 / month

Service businesses from $1M to $3M that need books to drive real decisions — margin analysis, cash forecasting, and lender- or investor-ready reporting.

  • Everything in Core, plus:
  • Cash-basis OR accrual-basis
  • Custom chart of accounts by industry
  • Payroll, A/P, A/R, inventory integrations
  • Custom KPI dashboards
  • Monthly financial review call
  • Books closed by the 10th business day
  • Phone & email support
  • Up to $350K monthly expenses

Executive Financial Partnership

Starting at

$1,999 / month

Service businesses from $3M to $5M+ that need a true fractional CFO — forecasting, strategic planning, and a seat at the leadership table.

  • Everything in Growth, plus:
  • Fractional CFO advisory
  • Cash flow forecasting & modeling
  • Budget vs. actual + variance analysis
  • Full A/R & A/P management
  • Payroll administration
  • Multi-entity, multi-state support
  • Lender, investor, M&A-ready packages
  • Direct access to Brad Summers
  • Books closed by the 6th business day
NOT SURE WHICH TIER FITS YOU?

Start With a Conversation.

Most owners start with a 30-minute Clarity Call. We'll look at your revenue, transaction volume, and the decisions you're trying to make — then recommend the right fit. No pressure. If Core is right, we'll say Core.

Schedule a Clarity Call
FREQUENTLY ASKED

Common Questions

How long does onboarding take?

Most clients are fully onboarded in 1–2 weeks. If you have historical cleanup, we'll scope that separately as a one-time project.

Will you work with my existing CPA?

Yes — and your CPA will thank you. We deliver GAAP-aligned, tax-ready books designed to drop straight into your CPA's workflow.

Do you handle payroll and tax filings?

Payroll is included in our Executive Financial Partnership tier and available as an add on in Growth. Tax filings stay with your CPA.

Do I have to switch accounting software?

No. We work inside your existing QuickBooks Online file. If you're on a different platform, we can migrate as part of onboarding.

Is my financial data secure?

Yes. Bank-level encryption, access-controlled workflows, and strict confidentiality protocols. Never shared, sold, or offshored.

Can I upgrade or downgrade tiers?

Yes. Your business is going to change, and so is the level of financial support you need. We adjust with you