Pricing that matches the reality of your business

Concierge bookkeeping + accounting support. - Flat monthly fees based on your volume and the level of support you need

Flat monthly pricing. Clear scope.

No surprise invoices.

Pricing that matches your size and complexity

Our pricing is individualized because your workload is individualized. We quote based on the factors that drive effort (volume, complexity, and cadence), then lock in a fixed monthly fee so you can budget with confidence.

Core

For businesses that need a consistent monthly close and clean books—without a lot of complexity.

Starting at

$397/ month

E-COMMERCE BOOKKEEPING

Perfect for you if:

  • 1 Shopify + 1 processor

  • $20k-$75k revenue

  • Mismatched deposits

Construction & Trades

Perfect for you if:

  • 1-5 employees

  • 3-10 jobs/month

  • Basic materials

SaaS

Perfect for you if:

  • $10k-$50k MRR

  • Stripe basics

  • Burn/runway

Services

Perfect for you if:

  • <$25k revenue

  • Simple invoicing

  • Tax-ready books

White-Glove

For growing companies with higher volume, more systems, and more decisions riding on the numbers.

Starting at

$897/ month

E-COMMERCE BOOKKEEPING

Perfect for you if:

  • Multi-channel chaos

  • Returns killing profit

  • Need profit per channel

Construction & Trades

Perfect for you if:

  • 5-20 active jobs

  • $50k-$200k revenue

  • Complex labor/materials

  • CCQ payroll

SaaS

Perfect for you if:

  • $50k-$150k MRR

  • Churn >15%/month

  • Need expansion revenue

Services

Perfect for you if:

  • $25k-$75k revenue

  • Complex billing

  • Need KPIs/dashboard

CFO / Concierge

For owners who want proactive financial leadership—forecasting, planning, and a finance function that feels “handled.”

Starting at

$1,297/ month

E-COMMERCE BOOKKEEPING

Perfect for you if:

  • $150k+ revenue, complex

  • Need CFO-level insights

Construction & Trades

Perfect for you if:

  • 20+ employees/project

  • $200k+ revenue

  • AP/AR/needed

  • CCQ payroll

SaaS

Perfect for you if:

  • $150k+ MRR, funded

  • Seed/Series A investors

  • GAAP-ish books needed

Services

Perfect for you if:

  • $75k+ revenue

  • Cash flow critical

  • Strategic decisions

Industry Focus

Same concierge service, tailored outcomes

Ecommerce

What we commonly support

Multi-channel bookkeeping (Shopify, Amazon, payment processors)

Inventory/COGS workflows and margin clarity

Returns, chargebacks, fees, and true net revenue

Sales tax exposure support + coordination

Monthly reporting that separates “revenue” from “cash”

Why it matters

Ecom looks profitable until fees, ads, shipping, and inventory timing tell the real story. We make the real story obvious.

Construction & Trades

What we commonly support

We reconcile accounts, categorize properly, and keep your books consistent—so you’re not guessing what’s real.

Job costing and project profitability

Progress billing, retainage, and project-based reporting

Subcontractor payments + documentation support workflows

WIP tracking coordination (as applicable)

Clean monthly close so you trust job margins

Why it matters

Construction fails quietly when job margins aren’t visible until it’s too late. We build reporting that catches problems early.

SaaS

What we commonly support

We reconcile accounts, categorize properly, and keep your books consistent—so you’re not guessing what’s real.

Revenue recognition/deferred revenue support (as applicable)

KPI tracking (MRR/ARR, churn, CAC payback, runway)

Forecasting and cash planning

Month-end close that’s investor-ready

Clean reporting you can confidently share

Why it matters

SaaS lives on metrics. We connect the accounting to the metrics so you can steer, not guess.

How We Price

We quote a flat monthly fee based on:

Monthly transaction volume

(bank/credit + processor activity)

Number of accounts

(bank/credit + processor activity)

Payroll complexity

(frequency, headcount, contractors)

Entities and locations

(multi-entity, intercompany, multi-province/state)

Complexity drivers

(inventory, job costing, sales tax exposure, revenue recognition)

Cadence

(monthly vs. weekly touchpoints, advisory frequency)

A good rule of thumb:

More systems + more volume + more “special rules” = higher tier.

Onboarding & Catch-Up (separate from monthly)

To keep monthly service clean and predictable, onboarding and catch-up are quoted separately.

Onboarding

(one-time)

Includes discovery, system review, workflow setup, chart of accounts alignment, and “close-ready” preparation.

Catch-up / Cleanup (one-time)

For businesses behind on books or needing prior periods cleaned. Pricing depends on months outstanding and condition of records.

Micro-trust line:

We’ll tell you what needs fixing, what doesn’t, and what it will cost—before we touch anything.

What You Can Expect

(white-glove standards)

  • A clear scope and a consistent monthly workflow

  • A dedicated lead who owns your file

  • Predictable close timelines

  • Clean, readable reporting (not accountant spaghetti)

  • Proactive communication: issues flagged early, not after the fact

What clients say when the chaos is gone

Bayou

They moved us into a cloud setup with QuickBooks Online and automation—now our numbers are always up to date.

- Adriano Onorati

GMF Medistat

Accurate, timely bookkeeping and proactive support. We finally trust our financial reporting.

- Kim Stefani

"Highly recommend this"

Professional, accurate, and solution-driven—even with complex system integrations.

- Tony Farina (President)

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if you are an Ecommerce business what platforms do you use

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Current bookkeeping situation

Tax & Compliance

What is your biggest financial challenge right now?

What would a successful outcome look like for you?

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