Build your plan here to see exactly what’s included—and the running cost. Once your quote meets our $500/mo minimum, click “Want to Learn More” to let us know you’re interested; you can schedule a quick virtual meeting or choose an email conversation to discuss next steps. Ready to get going now? Create your account here.

Note: Final flat monthly pricing will be confirmed after we review your books and processes.

Quoting Calculator

Base Plan $250/mo

Always included
Required. Included features:
  • Up to 3 bank / credit card / loan / LOC accounts
  • Soft monthly close
  • Quarterly financials (P&L, Balance Sheet, Statement of Cash Flows) —
  • Portal with custom financial dashboard —
  • 2 merchant accounts (Stripe / Square / Shopify / PayPal)
Onboarding Fee $250/one-time
Required for all new clients.
50% off your monthly total until you reach $100K in revenue.

Add-ons & Summary

Accounts & Transactions

Enter your total number of bank, credit card, loan, and line of credit accounts.
$50/month per additional account
* The tool automatically deducts the 3 included accounts.
Enter your total number of merchant accounts. Multiple stores/locations (e.g., Stripe stores or Square locations) count as separate accounts.
$50/month per additional account
* The tool automatically deducts the 2 included accounts.
One-time setup + monthly per platform.
$250 one-time setup + $50/month each
$50/month
$50/month

Sales Tax

$50/month per state

Reporting

Packaged management reports with KPIs, trends, and drilldowns.
$50/month
We’ll set up a budget using historicals or your targets. Monthly Budget vs Actual is included with your financials.
$100/month
Quarterly deep-dive to review performance, trends, and next steps.
$100/month

Strategic Support

Quick access to CFO-level insight on new platform integrations, vendor/lender setup, payroll help, or the financial impact of business decisions. Can include business tax questions. One focused request per month, up to 30 minutes.
$100/month
Custom financial model with P&L and cash flow projections. One-time setup + quarterly 60-minute meetings to update assumptions and refresh projections. Training guides included so your team can make internal updates between sessions.
$250/month