Build a Proposal

See your price in about 2 minutes.

Answer a few questions and get an instant, transparent estimate — the same pricing we'd quote you on a call. At the end, we'll show you what the same team would cost to hire in-house.

No contact info required Nothing is sent until you say so Adjust anything, anytimePreview the demo portal ›
Step 1 of 4Your business

Two quick numbers.

Roughly is fine — we use these to size your pricing, nothing else.

Why we ask: bookkeeping is priced on expense volume (the work), and controller/CFO services on revenue (the scope). That's the whole formula — no hourly billing, no surprises.

Bookkeeping. "What happened?"

Clean, tax-ready books are the foundation. Pick the level of service that fits how your business runs.

Not sure? Answer a few quick questions and we'll recommend one →

Onboarding & Catch-Up

One-time setup for systems, feeds, opening balances, and your client portal — plus catch-up for any months behind.

Onboarding & catch-up
How many months behind are your books?
one-time
I already have bookkeeping covered — skip this

Controller. "What's happening?"

A controller owns the close, the budget, and the process — so your reporting is accurate, timely, and something you can actually run the business on. Every Controller package is built on the same core — financial statement review and your monthly reporting package — and from there you choose whatever else fits.

Controller services
Statement review and management reporting come standard; add month-end close oversight, budgets, cash flow management, margin analysis, risk & compliance as needed. Select to pick your specific services below.
$0/month
Not right now
You can add this any time as the business grows.

CFO. "What's next?"

Forward-looking financial leadership — forecasting, financing, pricing, and the judgment calls that shape where the business goes.

Add CFO services
Strategic planning, forecasting & modeling, financing & capital, pricing & profitability, M&A and exit planning. Select to pick your specific services below.
$0/month
Not right now
Most clients start with bookkeeping or controller scope and grow into CFO work.
Your Proposal

Here's your plan.

Built from your answers. Adjust anything — nothing is locked in.

Monthly total$0
Book a call about this proposal

These numbers are your starting estimate based on the figures you provided. Final pricing is confirmed in your engagement letter, with any complexity adjustments specific to your business.

Start over
Engagement form · complete to review & sign

Complete your engagement

Pre-filled with what you've already shared. Fill in the rest, then generate your engagement package to review and sign.

Your engagement package is the formal multi-page onboarding packet (cover, references, your profile, business processes, on-boarding, NDA, engagement letter, signatures, auto-pay).
Engagement package · review and sign
Engagement package · review and sign
Your plan
$0 /mo
Straight Answers

Questions owners actually ask.

Is it really a flat fee?

Yes. Bookkeeping is one flat monthly bracket — all-in, with controller review of your statements and your monthly reporting package included. Controller and CFO services are fixed per-item prices you choose yourself. The only hourly work is out-of-scope projects, identified and approved in writing before they begin.

What’s always included?

Every bookkeeping engagement includes financial statement review, your monthly management reporting package, your client portal, and a verified close — every figure checked before you see it. Those aren’t add-ons; they’re the floor.

Are there onboarding fees?

One-time onboarding is quoted up front by accounting basis — $750 to $2,500 — plus catch-up months at your regular monthly rate if your books are behind. Books more than a year behind are scoped as a separate cleanup project. Nothing open-ended.

What happens as I grow?

Pricing adjusts at the bracket, from the same table this tool uses today — so you can see your next price before you get there. No surprise renegotiations; growth moves you one row, not into a black box.

What’s the minimum?

$595 a month — bookkeeping with controller core included. If your needs are lighter than that, we’ll tell you, and point you somewhere that fits.