Pricing
No Hidden Fees, No Surprises, Just Clear Value at Every Level
We believe great financial leadership should be accessible — not buried under confusing hourly rates or vague retainers. That’s why we offer three clear, all-inclusive packages designed to scale with your business.
Whether you need clean books, strategic forecasting, or full M&A support, there’s a plan that fits your stage, volume, and ambitions.
“Pay for what you need and never over paid for a standard price”
All packages include :
✔️ Dedicated account manager
✔️ Secure cloud access to your financials
✔️ Monthly reporting & review
✔️ Unlimited email support
✔️ Platform integration (QuickBooks, Xero, etc.)
Essentials
Per Month
Features
-
Accounting services
Small / Low Volume (≤ $500k revenue, ≤ 300 txns)
$1,200
Medium / Moderate Volume ($500k–$2M revenue, ≤ 300 txns)
$1,500
Large / High Volume ($2M–$5M revenue, > 300 txns)
$1,800
Enterprise ($5M+ revenue)
$2,500
Recommended
Growth Partner
Per Month
Features
-
Essentials + Monthly CFO Call + Quarterly Forecasting
Small / Low Volume (≤ $500k revenue, ≤ 300 txns)
$3,200
Medium / Moderate Volume ($500k–$2M revenue, ≤ 300 txns)
$3,500
Large / High Volume ($2M–$5M revenue, > 300 txns)
$4,000
Enterprise ($5M+ revenue)
$5,000
Executive Advantage
Per Month
Features
-
Growth Partner + Weekly CFO Sessions + M&A/Capital Advisory
Small / Low Volume (≤ $500k revenue, ≤ 300 txns)
$6,200
Medium / Moderate Volume ($500k–$2M revenue, ≤ 300 txns)
$6,500
Large / High Volume ($2M–$5M revenue, > 300 txns)
$7,000
Enterprise ($5M+ revenue)
$8,500
