Pricing

Simple, Transparent Pricing

Packages built for growing DFW businesses. No hidden fees, no lock-in—just clean books, clear reports, and a partner who knows your numbers.

Essential
$400–$600/month
Most Essential clients settle around $500/mo

For small businesses with straightforward books and lower transaction volume.

  • Up to 150 monthly transactions
  • 1–2 bank / credit card accounts
  • Monthly financial reports
  • Bank reconciliation
  • Month-end closing
  • Advisory services not included
Book a free consultation
Scale
$1,200–$2,000+/month
Typical Scale engagements start around $1,500/mo

For high-growth companies with complex reporting, payroll, and strategic needs.

  • High-volume transactions (400+)
  • Accounts receivable & payable
  • Payroll coordination
  • CPA firm coordination
  • Monthly strategy session
  • Priority support
Book a free consultation

Not sure where you land?

Answer three quick questions and we’ll point you to the right starting range. It takes about thirty seconds—and there’s no email required.

Customize Your Package

Every business is different. Layer on exactly what you need—nothing more, nothing less.

Book Cleanup

Catch up on months of backlog — reconciliation, categorization, and corrections.

$400–$700 per month behind

Payroll Coordination

Payroll processing, tax filings, and employee record management.

$150 + $5–$10 / employee / month

Budgeting & Forecasting

Monthly budgets, cash-flow projections, and variance analysis for leadership.

$200–$400 / month

KPI & Custom Reporting

Custom dashboards and key performance indicators tailored to your goals.

$250–$500 / month

$400/month minimum engagement. Final pricing depends on transaction volume, account complexity, and industry. All plans are month-to-month—no long-term contracts. eCommerce, multi-state sales tax, and inventory-heavy businesses may incur complexity adjustments.

Let’s find the right fit

Book a free, no-obligation review. We’ll look at your transaction volume, accounts, and complexity—then recommend the right package with a custom quote.