Plans That Scale With You
Starter
Perfect for freelancers and small businesses just getting started.
Billed annually ($2988/year)
- Monthly bookkeeping
- Annual tax filing
- Basic financial reports
- Email support
- QuickBooks integration
- Up to 100 transactions/mo
Professional
Ideal for growing businesses that need comprehensive financial management.
Billed annually ($7788/year)
- Everything in Starter
- Payroll processing
- Quarterly tax planning
- Cash flow forecasting
- Dedicated accountant
- Unlimited transactions
- Priority phone support
- Custom integrations
Enterprise
For established companies needing CFO-level strategy and compliance.
Billed annually ($19788/year)
- Everything in Professional
- Fractional CFO advisory
- Audit preparation
- Board-ready reporting
- Multi-entity support
- Custom KPI dashboards
- Dedicated team
- SLA guarantee
- Annual strategy review
Compare Plans
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Bookkeeping | |||
| Tax Preparation | |||
| Payroll Processing | |||
| Quarterly Tax Planning | |||
| Cash Flow Forecasting | |||
| Dedicated Accountant | |||
| CFO Advisory | |||
| Audit Preparation | |||
| Multi-Entity Support | |||
| Custom KPI Dashboards | |||
| Priority Support | |||
| SLA Guarantee |
Frequently Asked Questions
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle, and we'll prorate any differences.
No setup fees for Starter and Professional plans. Enterprise plans include a complimentary onboarding session with our senior team.
On the Starter plan, additional transactions are billed at $0.50 each. Professional and Enterprise plans include unlimited transactions.
Yes, we offer a 30-day money-back guarantee on all plans. If you're not satisfied, we'll refund your payment — no questions asked.
Of course! Contact our sales team and we'll create a tailored package that fits your exact needs and budget.
Not Sure Which Plan Is Right?
Talk to our team and we'll recommend the perfect package for your business needs. Your first consultation is always free.