Pricing
Pricing
Pricing
We Organize Your Finances So You Can Focus on Your Mission
Start with a free AI assistant for quick answers, then add a staff accountant and Fractional CFO when you are ready for deeper support. Our plans combine automation, human expertise, and custom dashboards so you can see what is happening in your business and know what to do next.
Free
For individuals and business owners who want financial guidance.
$0
/month
What's Included:
AI Financial Assistant
Access Educational Blogs
One-time Complimentary 15-minute Financial Consultation with a CPA
Add-on: +$99 20-minute consulting session
Accountant Support
For organizations that need a bookkeeper under CPA supervision.
$2,000
/month
What's Included:
Everything in the Free Plan, plus:
Dedicated Accountant (10 hrs/week)
CPA Supervision of Dedicated Accountant
Monthly 30-Minute Check-in
Email Support
Fractional CFO Partner
For organizations that want a CPA finance partner, not just bookkeeping.
$4,000
/month
What's Included:
Everything in the Free Plan, plus:
Dedicated Accountant (20 hrs/week)
Hands-On Fractional CFO Support
Monthly 60-Minute Consulting Call
Priority Support
Business Intelligence Dashboards
Free
For individuals and business owners who want financial guidance.
$0
/month
What's Included:
AI Financial Assistant
Access Educational Blogs
One-time Complimentary 15-minute Financial Consultation with a CPA
Add-on: +$99 20-minute consulting session
Accountant Support
For organizations that need a bookkeeper under CPA supervision.
$2,000
/month
What's Included:
Everything in the Free Plan, plus:
Dedicated Accountant (10 hrs/week)
CPA Supervision of Dedicated Accountant
Monthly 30-Minute Check-in
Email Support
Fractional CFO Partner
For organizations that want a CPA finance partner, not just bookkeeping.
$4,000
/month
What's Included:
Everything in the Free Plan, plus:
Dedicated Accountant (20 hrs/week)
Hands-On Fractional CFO Support
Monthly 60-Minute Consulting Call
Priority Support
Business Intelligence Dashboards
Free
For individuals and business owners who want financial guidance.
$0
/month
What's Included:
AI Financial Assistant
Access Educational Blogs
One-time Complimentary 15-minute Financial Consultation with a CPA
Add-on: +$99 20-minute consulting session
Accountant Support
For organizations that need a bookkeeper under CPA supervision.
$2,000
/month
What's Included:
Everything in the Free Plan, plus:
Dedicated Accountant (10 hrs/week)
CPA Supervision of Dedicated Accountant
Monthly 30-Minute Check-in
Email Support
Fractional CFO Partner
For organizations that want a CPA finance partner, not just bookkeeping.
$4,000
/month
What's Included:
Everything in the Free Plan, plus:
Dedicated Accountant (20 hrs/week)
Hands-On Fractional CFO Support
Monthly 60-Minute Consulting Call
Priority Support
Business Intelligence Dashboards
Comparison Table
Comparison Table
Comparison Table
Tailored packages to fuel your growth
Accountant
Fractional CFO
Feature
AI Financial Assistant
✓
✓
✓
Access to Blogs
✓
✓
✓
Complimentary 15-Min Consultation
One-time
One-time
One-time
Dedicated Accountant
–
Up to 10hrs/week
Up to 20hrs/week
CPA Supervision
–
✓
✓
Fractional CFO
–
–
✓
Monthly Strategy Call
–
30-Minutes w/ CPA
60-Minutes w/ CPA
Priority Support
–
Ticket Support
Priority email + call support
Business Intelligence Dashboards
–
–
✓
20-Minute Consultation
$99 Add-on
$99 Add-on
$99 Add-on
Services/Ad hoc Projects
Available
Available
Available
Accountant
Fractional CFO
Feature
AI Financial Assistant
✓
✓
✓
Access to Blogs
✓
✓
✓
Complimentary 15-Min Consultation
One-time
One-time
One-time
Dedicated Accountant
–
Up to 10hrs/week
Up to 20hrs/week
CPA Supervision
–
✓
✓
Fractional CFO
–
–
✓
Monthly Strategy Call
–
30-Minutes w/ CPA
60-Minutes w/ CPA
Priority Support
–
Ticket Support
Priority email + call support
Business Intelligence Dashboards
–
–
✓
20-Minute Consultation
$99 Add-on
$99 Add-on
$99 Add-on
Services/Ad hoc Projects
Available
Available
Available
Accountant
Fractional CFO
Feature
AI Financial Assistant
✓
✓
✓
Access to Blogs
✓
✓
✓
Complimentary 15-Min Consultation
One-time
One-time
One-time
Dedicated Accountant
–
Up to 10hrs/week
Up to 20hrs/week
CPA Supervision
–
✓
✓
Fractional CFO
–
–
✓
Monthly Strategy Call
–
30-Minutes w/ CPA
60-Minutes w/ CPA
Priority Support
–
Ticket Support
Priority email + call support
Business Intelligence Dashboards
–
–
✓
20-Minute Consultation
$99 Add-on
$99 Add-on
$99 Add-on
Services/Ad hoc Projects
Available
Available
Available
FAQ
FAQ
FAQ
Frequently Asked Questions
We’ve compiled answers to some of the most common questions about our consulting services, process, and partnerships.
How does the Free plan work?
The Free plan gives you access to our AI Financial Assistant and our blog library at no cost. You can also book a complimentary 15-minute consultation with a CPA to talk through a specific question and see whether one of the paid plans or services is a good fit.
How does the Free plan work?
The Free plan gives you access to our AI Financial Assistant and our blog library at no cost. You can also book a complimentary 15-minute consultation with a CPA to talk through a specific question and see whether one of the paid plans or services is a good fit.
How does the Free plan work?
The Free plan gives you access to our AI Financial Assistant and our blog library at no cost. You can also book a complimentary 15-minute consultation with a CPA to talk through a specific question and see whether one of the paid plans or services is a good fit.
What types of clients do you work with?
What types of clients do you work with?
What types of clients do you work with?
Is there a minimum commitment for the monthly plans?
Is there a minimum commitment for the monthly plans?
Is there a minimum commitment for the monthly plans?
How do I get started?
How do I get started?
How do I get started?
How does the $99 add-on consulting session work?
How does the $99 add-on consulting session work?
How does the $99 add-on consulting session work?
How do you bill for project-based work (dashboards, clean-ups, pitch decks, etc.)?
How do you bill for project-based work (dashboards, clean-ups, pitch decks, etc.)?
How do you bill for project-based work (dashboards, clean-ups, pitch decks, etc.)?
Get in Touch
Partner with experts who understand your financial vision
Let’s discuss how our consulting solutions can help you plan smarter, grow stronger, and achieve lasting success.
Get in Touch
Partner with experts who understand your financial vision
Let’s discuss how our consulting solutions can help you plan smarter, grow stronger, and achieve lasting success.
Get in Touch
Partner with experts who understand your financial vision
Let’s discuss how our consulting solutions can help you plan smarter, grow stronger, and achieve lasting success.