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Outsourced accounting & fractional CFO

Stop worrying about the books. Start trusting your numbers.

Monthly accounting, clean closes, and CFO-grade reporting — built and reviewed by a CPA. For nonprofits, founders, and growing firms that have outgrown DIY bookkeeping.

Supportive Gesture

CPA led: CPA (US) · FCCA (UK) · 20+ years across PwC, Deloitte & Baker Tilly

Trusted by Clients in differents sectors: NFPs, E-Commerce, Construction, SAAS and more

Simple monthly pricing scoped for you

Every engagement is scoped from your volume and complexity — here's where most start:

Foundation

From $499/mo

Books done right, on time.

  • CPA led

  • Monthly bookkeeping & reconciliations

  • Quarterly reporting

  • Year-end, auditor-ready file

   Growth (Best Value)

From $995/mo

Active management + a real monthly rhythm.

  • Everything in Foundation

  • Monthly close & management reports

  • Bill pay (AP) + payroll

  • Named relationship contact

Strategic

From $2,499/mo

Your finance department, fractional.

  • Everything in Growth

  • Live AR/AP + FP&A

  • 13-week cash forecast & board pack

  • Embedded fractional CFO

What's Included

Foundation

  • Monthly bookkeeping βœ“

  • Transaction volume ~100/mo

  • Reporting cadence: Quarterly

  • Management reports & Review call: N/A

  • Bill pay (AP): N/A

  • Live AR/AP Management: N/A

  • Payroll (via add on): Optional

  • Named relationship contact: N/A

  • FP&A forecasting & Board pack: N/A

  • Embedded Fractional CFO: N/A

  • Multi -entity/consolidations: N/A

  • Onboarding (one time): First month fee

  • Monthly investment: from $499/mo

Growth

  • Monthly bookkeeping βœ“

  • Transaction volume ~100-500/mo

  • Reporting cadence: Monthly

  • Management reports & Review call: βœ“

  • Bill pay (AP): βœ“

  • Live AR/AP Management: N/A

  • Payroll (via add on): βœ“

  • Named relationship contact: βœ“

  • FP&A forecasting & Board pack: N/A

  • Embedded Fractional CFO: N/A

  • Multi -entity/consolidations: N/A

  • Onboarding (one time): First month fee

  • Monthly investment: from $995/mo

Strategic

  • Monthly bookkeeping βœ“

  • Transaction volume ~500-2,000/mo

  • Reporting cadence: Monthly + on demand

  • Management reports & Review call: βœ“

  • Bill pay (AP): βœ“

  • Live AR/AP Management: βœ“

  • Payroll (via add on): βœ“

  • Named relationship contact: βœ“

  • FP&A forecasting & Board pack: βœ“

  • Embedded Fractional CFO: βœ“

  • Multi -entity/consolidations: βœ“

  • Onboarding (one time): First month fee

  • Monthly investment: from $2,499/mo

Add ons (to any plan)

One Time Projects

  • Sales/use tax filing: from $150/mo

  • Federal return full service: from $1,500/yr

  • State return (per state): $450/yr

  • 1099 filing: $250 +5/form

  • Registered agent: $150/state

*Pass through note: Software (QuickBooks, Xero, Gusto, Bill.com, and similar) is billed at cost — no markup

​Tax compliance

  • Sales/use tax filing: from $150/mo

  • Federal return full service: from $1,500/yr

  • State return (per state): $450/yr

  • 1099 filing: $250 +5/form

  • Registered agent: $150/state

*Get Your Free Quote

​Payroll & HR

  • Base (up to 5 payees): $150/mo

  • Each additional payee: $18/mo

  • Benefits administration: $125/mo

  • Payroll tax filings: included

  • Set up/migration: $400 once

​Advisory & CFO

  • Fractional CFO: from $275/hr

  • Fractional controller: from $165/hr

  • Monthly retainer (8 hrs): $from 1,600/mo

  • 13 week forecast: $900/mo

  • KPI dashboard: $1,100/mo

Law

Non Profit

Grant-compliant, fund-accounted books your funders and single auditor won't kick back.

E - Commerce & online sellers

Real margins after fees, COGS, and returns — and sales-tax clarity in every state.

SAAS & Technology

Board-ready MRR, ARR, and runway — closed by every month.

Construction & real estate

Real job-cost and WIP numbers, so you know the margin before the job ends.

Don't see your sector? Most of what we do translates and we have experience.
Let's talk through yours. Book a call.

"I like the way your team handled us professionally. It is very hard to get quality services, even when you are paying for them..."
 

Read more testimonials.  

Industry FAQs

How is this different from my current bookkeeper?

A bookkeeper records what happened. We run the finance function — and a CPA reviews every close — so your numbers are decision-grade and audit-grade, not just entered. You also get reporting, advisory, and a single accountable team instead of one person and a shoebox.

What's NOT included in the monthly fee?

Your tier's defined scope is included. Tax filings, payroll, registered-agent service, and one-time projects (catch-up, setup, migrations, models) are add-ons — all priced openly on this page. Third-party software is billed at cost with no markup.

​Is there a contract, or can I cancel?

Engagements run month-to-month after onboarding, with 30 days' notice to stop. We'd rather earn your business every month than lock you into a term.

Who owns my data and software logins?

You do, always. Subscriptions stay in your name, and if we ever part ways you keep everything — the file, the history, the logins. We're a service, not a hostage situation.

How fast do you respond?

Same or next business day on routine questions. Growth and Strategic clients get a named contact who knows your account, so you're not re-explaining your business every time you email.

Get 'investor grade' numbers your board and investors trust. Book a call today.

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