Fixed monthly fees. No surprises.
Pick the tier that matches where your business is today. Upgrade or downgrade any month. No contracts, no setup games.
Book a callSize your plan
Drag the slider to your monthly expense volume. The prices below update in real time.
Basic
Monthly financial statements and the basics, done right.
- ✓ Transaction recording and categorization
- ✓ Bank and credit card reconciliation
- ✓ Monthly P&L, Balance Sheet, Cash Flow
- ✓ Dedicated point of contact
- ✓ Email support, 24-hour response
- ✓ CPA-ready year-end handoff
Standard
Bookkeeping, AR, bill pay, and payroll oversight.
- ✓ Everything in Basic, plus:
- ✓ Invoicing and accounts receivable
- ✓ Bill pay and vendor management
- ✓ Payroll processing oversight
- ✓ Job or project-level profit tracking
- ✓ Budget vs actuals reporting
Premium
Adds CFO-level work to the bookkeeping and oversight.
- ✓ Everything in Standard, plus:
- ✓ Cash flow forecasting
- ✓ Quarterly strategy calls
- ✓ KPI dashboard and monitoring
- ✓ Profitability and margin analysis
- ✓ Growth and scenario planning
What's included at each tier.
Scan the differences in seconds.
| What's included | Basic | Standard Most Popular | Premium |
|---|---|---|---|
| Accounting Services | |||
| Accounting Basis | Cash, Annual Accruals | Cash or Accrual | Cash or Accrual |
| Record & Categorize Transactions | ✓ | ✓ | ✓ |
| Reconcile Bank & Credit Card | ✓ | ✓ | ✓ |
| Send Invoices & Manage Payments | ✕ | ✓ | ✓ |
| Process Payroll | ✕ | ✓ | ✓ |
| Job Costing and Class Tracking | ✕ | ✓ | ✓ |
| Reporting & Support | |||
| Dedicated Accounting Manager | ✓ | ✓ | ✓ |
| Prepare Financial Statements | ✓ | ✓ | ✓ |
| Budget to Actual Analysis & Reporting | ✕ | ✓ | ✓ |
| Cash Flow Forecasting | ✕ | ✕ | ✓ |
| Get started | Most popular | Get started | |
Pricing, answered.
Are there any setup fees? +
No. If your books need to be cleaned up or caught up before we start, we quote that separately as a one-time project so you know the cost up front. The monthly fee is the monthly fee.
What happens if my business grows? +
We check in every quarter. If the work has grown, we talk about it, agree on a new number, and put it in writing before anything changes. You will never see a surprise invoice.
Can I switch between tiers? +
Yes, any month. Move up when things get busier or down when they quiet. No contracts, no lock-in, no penalty for changing.
What is not included in these prices? +
Tax preparation and filing — that is your CPA, and we hand them clean books at year-end. Audit defense, legal matters, and anything outside bookkeeping also falls outside these prices. If something is out of scope, we tell you up front.
Do you only work with businesses in NYC? +
No. We are based in NYC and Long Island, but most of our work is remote. We have clients all over the country.
What if I am not sure which tier fits? +
Book a free 30-minute call. We will look at where your business is today, what your books need, and tell you honestly which tier makes sense. No pressure.
Not sure which tier fits?
Book a 30-minute call. We'll look at your books and tell you which tier fits.
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