Choose a plan that fits your business today—and scales with you tomorrow. No hidden fees, just clear deliverables and real value.
Flexible support designed for where your business is today—and where it’s going next.
$600–$900/month Ideal for: businesses with under 300 transactions per month Includes: - Monthly bookkeeping - Bank & credit card reconciliation - Up to 300 transactions per month - Basic financial reporting (income statement & balance sheet) - AI-powered transaction categorization & error detection Add-ons: extra transactions billed at $0.50 each
$1,200–$2,500/month Ideal for: businesses with up to 800 transactions per month, needing insights for payroll-heavy or multi- entity operations Includes everything in Foundation, plus: - KPI dashboard & financial insights - Cash flow tracking & reporting - Payroll support (up to 50 payroll entries/month) - Monthly review call with dedicated financial advisor - AI forecasting tools for upcoming expenses and revenue Add-ons: extra transactions billed at $0.40 each; additional payroll entries at $10 per entry
$3,000–$8,000/month Ideal for: businesses with 800+ transactions per month, multi-entity or cross-border operations Includes everything in Growth, plus: - Full fractional CFO services - Budgeting & financial forecasting - 4 Strategic tax planning & optimization - Profit optimization and expense analysis - AI-driven anomaly detection & scenario planning - Priority support & unlimited consultation calls Add-ons: customized based on transaction volume or complexity
