Simple Transparent Pricing for Small Businesses
Choose the level of support that matches your stage of growth.
From clean books to strategic cash planning—we’ve got you covered.
Essentials Plan
Starting at $899/month
Transactional support to keep your books accurate and IRS-ready.
✅ Full-service bookkeeping
✅ Monthly bank reconciliations
✅ 1x monthly virtual meeting
✅ Unlimited email support
❌ Reporting, KPIs, cash flow, forecasting
Perfect for solo founders or lean teams who need clean books and no surprises at tax time.
Clarity Plan
⭐ Most Popular
Starting at $1,699/month
For growing teams who want basic financial visibility and support.
✅ Everything in Virtual Bookkeeping
✅ Quarterly Balance Sheet reconciliation/reporting
✅ Quarterly Profit & Loss reporting
✅ Business Tax Reporting
✅ Sales Tax Reporting
Ideal for small teams growing fast who need financial clarity without the cost of a full-time accountant.
Growth Plan
Starting at $3,599/month
Proactive financial support to help you grow without chaos.
✅ Everything in Virtual Accountant (excluding Full Service Bookkeeping)
✅ 2x monthly virtual meeting
✅ Weekly Bank reconciliations
✅ Monthly Balance Sheet reconciliation/reporting
✅ Monthly Profit & Loss reporting
✅ Cash flow insights
✅ A/R , A/P & Payroll Management
✅ Custom Ad hoc reports
For growing businesses that need help managing cash flow, reporting, and strategic insights.
Strategy Plan
Starting at $5,499/month
Strategic, executive-level finance without the full-time cost.
✅ Everything in Virtual Controller
✅ Strategic cash planning
✅ KPI Reporting
✅ Rolling Forecasts
✅ Budgeting Modeling
✅ Monthly performance reviews
✅ Full advisory support for banking, insurance, unions, etc.
✅ Resource Planning
✅ Internal Process Improvement
✅ Annual planning sessions
Built for founders who want strategic guidance that drive decisions to scale profitably, not just track expenses.
Custom Add-on Solutions
Enhance any service tier with high-impact add-ons built for your unique workflows. Whether you're in construction, e-commerce, or retail—we’ll tailor the right support.
Federal & State Tax Reporting
Ensure timely and accurate filings across all jurisdictions. We handle reporting so you can avoid penalties and stay compliant.
Union Reporting
Custom reporting for unionized teams, including certified payroll and fringe benefit tracking—accurate, timely, and audit-ready.
Construction AIA/SOV Billing
Full support for progress billing using AIA G702/G703 forms and SOV documentation. Ideal for general contractors and subs working on public/private projects.
Contract Administration & Management
We’ll track active contracts, expiration dates, deliverables, and compliance milestones—so you never miss a critical deadline or renewal.
Historical Clean-Up
Fix messy books, rebuild prior-year records, or prepare for tax season with precision. One-time or phased options available.
QuickBooks Online Setup & Migration
We’ll fully configure your QuickBooks Online file or migrate your data from spreadsheets, desktop, or other systems—fast and clean.
And Many More
Need something else? From job costing to inventory setup—we’ve got the tools and team to tailor your financial back office.
Target Industries
Construction
E-commerce Businesses
Retail
Real Estate
Consulting Firms
Services