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.

/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

Get Started

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

Get Started

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

Get Started

Free

For individuals and business owners who want financial guidance.

/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

Get Started

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

Get Started

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

Get Started

Free

For individuals and business owners who want financial guidance.

/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

Get Started

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

Get Started

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

Get Started

Comparison Table

Tailored packages to fuel your growth

Free

Get Started

Accountant

Get Started

Fractional CFO

Get Started

Feature

AI Financial Assistant

✓

Access to Blogs

✓

Complimentary 15-Min Consultation

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

Services/Ad hoc Projects

Available

Free

Get Started

Accountant

Get Started

Fractional CFO

Get Started

Feature

AI Financial Assistant

✓

Access to Blogs

✓

Complimentary 15-Min Consultation

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

Services/Ad hoc Projects

Available

Free

Get Started

Accountant

Get Started

Fractional CFO

Get Started

Feature

AI Financial Assistant

✓

Access to Blogs

✓

Complimentary 15-Min Consultation

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

Services/Ad hoc Projects

Available

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.

What types of clients do you work with?

Is there a minimum commitment for the monthly plans?

How do I get started?

How does the $99 add-on consulting session work?

How do you bill for project-based work (dashboards, clean-ups, pitch decks, etc.)?

Reach Out

Need To Get In Touch?

Don't let financial complexity slow you down. Let's discuss how our tech-enabled processes can turn your data into a roadmap for sustainable success.

Our Services

Reach Out

Need To Get In Touch?

Don't let financial complexity slow you down. Let's discuss how our tech-enabled processes can turn your data into a roadmap for sustainable success.

Our Services

Reach Out

Need To Get In Touch?

Don't let financial complexity slow you down. Let's discuss how our tech-enabled processes can turn your data into a roadmap for sustainable success.

Our Services