Choose Your Financial Partnership

Choose Your Financial Partnership Level

Select the service level that matches your business needs. All plans include secure portal access, dedicated support, and integration with your existing accounting system.

Basic Bookkeeping

Starting at $600
per month

Essential financial statements and document management

  • Monthly P&L and Balance Sheet
  • Secure document sharing portal
  • Xero/QuickBooks cleanup and maintenance
  • Email support within 48 hours
  • Monthly financial statement delivery
Most Popular

Full-Service Bookkeeping

Starting at $1,200
per month

Complete bookkeeping with business insights and KPI tracking

  • Everything in Basic, plus:
  • Live cash flow analysis and projections
  • Key performance indicators dashboard
  • Monthly financial review calls
  • Variance reporting and recommendations
  • Priority support within 24 hours

Fractional CFO Services

Starting at $2,500
per month

Executive financial leadership and strategic planning

  • Everything in Full-Service, plus:
  • Board-ready financial packages
  • Strategic planning and analysis
  • Budget vs actual variance analysis
  • Priority support (4-hour response)
  • Monthly strategy sessions included

Questions About Which Plan Is Right for You?

Schedule a free 15-minute consultation to discuss your business needs and find the perfect financial partnership level.

Schedule Free Consultation