Overview
Get finance operations off your plate — bookkeeping, monthly close, payroll, tax readiness and fractional CFO strategy.
What's included
- Bookkeeping & reconciliations
- Monthly management reports
- Payroll & compliance
- Fractional CFO advisory
Choose a plan
All plans include email support and a 30-day satisfaction guarantee.
Basic
$350/month
- Up to 100 transactions
- Monthly reconciliation
- P&L + balance sheet
- Email support
Most popular
Pro
$850/month
- Up to 500 transactions
- Payroll (10 staff)
- Cashflow dashboard
- Quarterly review
Premium
$2,400/month
- Unlimited transactions
- Fractional CFO
- Board-ready reporting
- Fundraising support
Do you work with QuickBooks / Xero?
Yes — plus Zoho Books and custom stacks. We migrate at no extra cost.
Is my data secure?
All records are stored encrypted with role-based access and audit logs.
Not sure which plan fits?
Book a free 30-minute session and we'll recommend the right scope.