
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.





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.
For businesses that need a consistent monthly close and clean books—without a lot of complexity.
Starting at
Perfect for you if:
1 Shopify + 1 processor
$20k-$75k revenue
Mismatched deposits
Perfect for you if:
1-5 employees
3-10 jobs/month
Basic materials
Perfect for you if:
$10k-$50k MRR
Stripe basics
Burn/runway
Perfect for you if:
<$25k revenue
Simple invoicing
Tax-ready books
For growing companies with higher volume, more systems, and more decisions riding on the numbers.
Starting at
Perfect for you if:
Multi-channel chaos
Returns killing profit
Need profit per channel
Perfect for you if:
5-20 active jobs
$50k-$200k revenue
Complex labor/materials
CCQ payroll
Perfect for you if:
$50k-$150k MRR
Churn >15%/month
Need expansion revenue
Perfect for you if:
$25k-$75k revenue
Complex billing
Need KPIs/dashboard
For owners who want proactive financial leadership—forecasting, planning, and a finance function that feels “handled.”
Starting at
Perfect for you if:
$150k+ revenue, complex
Need CFO-level insights
Perfect for you if:
20+ employees/project
$200k+ revenue
AP/AR/needed
CCQ payroll
Perfect for you if:
$150k+ MRR, funded
Seed/Series A investors
GAAP-ish books needed
Perfect for you if:
$75k+ revenue
Cash flow critical
Strategic decisions
Same concierge service, tailored outcomes
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.
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.
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.
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)
More systems + more volume + more “special rules” = higher tier.
To keep monthly service clean and predictable, onboarding and catch-up are quoted separately.

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

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

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


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)


Unlock the true potential of your business with Us—your partner in growth and scalability. Designed to adapt to your evolving needs.
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