Pricing

Priced to your business, not a menu you don't fit.

You pick the services you want, we scope them to your real numbers. Because a lean business wanting deep insight can be less work than a busy one, your price tracks the actual work, not a plan name. Every quote is confirmed before you commit.

How pricing works

Three inputs, one clear number.

01

The services you choose

Books & Insight, Cash Flow Control, or both. Books & Insight is your books and their analysis together. Already have a bookkeeper you want to keep? Switch bookkeeping off and take just the analysis. Cash Flow Control works from clean books, whoever keeps them.

02

Your transaction volume

The single biggest driver of the work. More accounts and more activity mean more to record and reconcile.

03

Your complexity

Entities, locations, and how tidy the starting point is. A simple business costs less to run than a tangled one.

We land on your exact number together, upfront, before anything is agreed. Once it's set, your monthly price is fixed.

Build your estimate

Pick your services, get a ballpark.

Choose your services
Monthly transactions

Roughly how many transactions run through your accounts each month, across all your entities combined. A guess is fine; we confirm it together later.

Entities
1

Separate legal entities (a second LLC, a holding company). Each one means its own set of books, reconciliations, and statements.

Your estimate

This is an estimate. Your exact quote comes from your Insight Report.

Get your exact number
Fixed monthly feeNo card to startNo-obligation review

What your price buys

Two services, priced on their own or together.

See how they work together →
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Books & Insight

Everything a bookkeeper does, plus the analysis they never give you, for the price of the books alone. Clean, reconciled, CPA-ready books, and your numbers explained in plain English every month.
Add on top

Cash Flow Control

Get paid faster, forecast the cash, see the real profit, and get your weekly move. It works from clean books, ours or your own bookkeeper’s.

Taking both together costs less than buying each on its own. One-off project? See One-Time Services, quoted after your first Insight Report.

Pricing questions

The details, answered.

Because a single number would mislead. A lean business that wants deep insight is often less work than a busy one, so we price the actual work, not a plan name. You get your exact number upfront, before anything is agreed.

Three things: the services you choose (Books & Insight, Cash Flow Control, or both), your monthly transaction volume, and your complexity, entities, locations, and how tidy the starting point is. We confirm it together before you commit.

No. Keep your current bookkeeper, or hand us the books. Both work. To keep yours, switch bookkeeping off above and we do the analysis on their books, priced accordingly. Cash Flow Control works either way too. The one rule: the books have to be clean.

No. Your retainer is a flat monthly fee for the services you’ve chosen, and it stays that way. We don’t meter your transactions or true you up at month-end. The only thing that changes your price is you choosing to add or remove a service, and that’s always your call, quoted up front.

Cleanup, QuickBooks setup, financing-ready packages, multi-entity setup, and expense audits are One-Time Services, scoped and quoted after your first Insight Report, on the real work involved. No retainer required.

Get your number, and see what your books say.

Your first Insight Report is free: one month of your numbers explained in plain English, along with the services that fit and your exact price. Read-only access under a mutual NDA, and you're under no obligation either way.

Get your exact number, free

Complimentary, no obligation. Read-only access, we never touch your books.