Transparent Pricing for You
Starter
Scale Up
Fractional Controller
We Integrate. They Innovate. Meet Our Partners.
Plan Comparison
Compare features across all three plans to find the right level of financial support for your business.
Starter
- Users: 1 included
- Member support via email: Standard
- Live chat support:
- IT security and legal review:
- Projects: 4 projects
- Comments and sharing:
- Zoom integration:
- Ongoing strategy calls:
- Analytics dashboard:
- Get custom integrations:
Scale Up
- Users: 5 included
- Member support via email: 3 hours
- Live chat support: 10+ members
- IT security and legal review:
- Projects: Unlimited
- Comments and sharing:
- Zoom integration:
- Ongoing strategy calls:
- Analytics dashboard:
- Get custom integrations:
Fractional Controller
- Users: 10 +
- Member support via email: With highest priority
- Live chat support:
- IT security and legal review:
- Projects: Unlimited
- Comments and sharing:
- Zoom integration:
- Ongoing strategy calls:
- Analytics dashboard:
- Get custom integrations:
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Any questions?
Check out the FAQs
Answers to the real questions—so you can move forward with confidence, clarity, and no surprises.
“I’ve had bookkeepers before—I still felt blind.”
We agree. Many clients come to us frustrated by surface-level numbers and slow response times. That’s why we provide tailored monthly reporting, live dashboards (via QuickBooks), and proactive commentary—so you not only know what’s happening, but what to do next. You’ll never feel in the dark again.
“It’s more expensive than my current setup.”
Answer:
Cheap books cost more in the long run. Most small businesses lose thousands per year due to late filings, poor insights, or cash flow blind spots. Our plans replace unreliable freelancers or disjointed in-house systems with one consistent, proactive partner. You get a strategic financial layer that saves you time, stress, and surprise costs.
“What happens if I cancel?”
Answer:
You retain full ownership of all your records, systems, and reporting. If you ever decide to pause or transition, we’ll make sure your data is clean and accessible. We can even export and document everything for a smooth handoff. Most clients stay for years—but you’ll never be locked in.
“I don’t want to switch providers again in a year.”
Answer:
We built our pricing model to scale with you. From solopreneurs to Controller-level complexity, we adjust support as your needs evolve—without making you start over. Need to layer in forecasting or management-ready reporting? It’s just a toggle away. You can grow confidently knowing we won’t need replacing.
“I already have a CPA—do I still need this?”
Answer:
Yes—and it actually makes your CPA’s job easier. We handle the monthly close, financial hygiene, and ongoing cash and performance reporting, while your tax pro focuses on filings and compliance. If you have an in-house person doing ops or finance, we support them with controller-level oversight.
“How long before this is saving me time instead of taking more?”
Answer:
Most clients are onboarded within 2–3 weeks. We start with a kickoff call, access your current systems, and clean up any issues. From there, you’ll receive your first set of actionable reports—and we’ll refine and optimize together from month one.