Membership plans

Ongoing monthly support, built in tiers.

Each plan builds on the one before it. Add-ons attach to any plan.

Foundation

$150/ month

Clean, current books. Nothing you don’t need.

  • ✓Monthly bookkeeping
  • ✓Transactions categorized and accounts reconciled
  • ✓Monthly profit & loss and balance sheet
  • ✓Year-end file ready for your tax preparer
  • ✓Email support

Build

Common fit
$450/ month

For a business with real, growing activity.

Everything in Foundation, plus
  • ✓Higher transaction and account volume
  • ✓Bill pay or invoicing management
  • ✓Quarterly review call
  • ✓Quarterly tax-owed estimates
  • ✓1099 tracking and prep
  • ✓Light payroll coordination

Strategy

$1,200/ month

Forward-looking financial partnership.

Everything in Build, plus
  • ✓Annual budget plus monthly budget-vs-actual
  • ✓Cash flow forecasting
  • ✓KPI dashboard and reporting
  • ✓Monthly strategy call
  • ✓Fractional CFO support
  • ✓Priority support
Not sure which plan fits? That’s exactly what the free consult is for. We’ll point you to the right starting place.Book a free consult →
Add-on services

Layer on exactly what you need.

Attach any of these to a plan, or engage them on their own. Prices are starting points.

Bookkeeping & payments

Bill PayWe code and pay your approved bills on time.
$100/ month
InvoicingWe send, track and follow up so you get paid.
$150/ month
Past-Due CollectionSteady, professional follow-up, in English or Spanish.
$200/ mo or $25/account
Cleanup / Catch-UpMessy books brought current and reconciled.
$300/ month behind

QuickBooks & setup

QuickBooks SetupA new file built and configured right from the start.
$300one time
QuickBooks MigrationMove systems with your history intact and verified.
$600one time
Chart of Accounts RedesignBooks restructured to match how you actually run.
$350one time
QuickBooks TrainingHands-on sessions to confidently run your own file.
$100/ session

Payroll & people

Payroll ProcessingWages calculated, paid and filed on schedule.
$75/ month
1099 PreparationYear-end 1099-NEC forms prepared and filed.
$100per year
HR SupportOnboarding, worker files and time-off tracking.
$75/ month

Tax-ready

Coordination, not filing
Tax-Owed EstimationWe project what to set aside each quarter.
$100/ quarter
Tax Prep HandoffEverything your CPA needs, organized and packaged.
$150per year
Sales Tax FilingTaxable sales tracked and returns filed.
$50/ month

Planning & coaching

Budget BuildA clear annual budget you can actually use.
$300one time
Cash Flow ForecastingSee what’s coming so you can plan, not react.
$150/ month
Financial CoachingOne-on-one support for your money habits.
$75/ session

Final pricing is set after a free consult.