Simple, transparent pricing. No surprises.
Flat monthly pricing based on your business size and needs — not a maze of hidden fees or per-transaction charges. Every plan includes Zoho Books or Xero, monthly close, and direct access to your finance team.
- Monthly bookkeeping (Zoho Books or Xero)
- Bank & credit card reconciliation
- Monthly close within 10 business days
- Basic P&L and balance sheet
- Email support
- Everything in Starter, plus:
- Accounts receivable management & collections
- Accounts payable & vendor bill management
- Monthly close within 5 business days
- Monthly reporting call
- Priority support (24hr response)
- Everything in Growth, plus:
- Full finance operations management
- Weekly cash flow reporting
- Dedicated finance operations lead
- Strategic advisory & forecasting support
- Same-day priority support
All plans billed monthly, cancel anytime. Pay annually and save the equivalent of one month. Prices shown in USD — GBP, CAD, and AUD billing available on request.
Common Add-Ons
Pricing FAQ
Do you offer discounts for annual billing?
Yes — paying annually saves the equivalent of one month compared to monthly billing, across every plan.
What happens after the founding-client period ends?
Founding clients keep their locked-in rate for as long as they stay with us, even after standard pricing increases for new clients.
Can I switch plans later?
Yes, you can move up or down between plans as your business changes — we'll prorate the difference for the current billing cycle.
Is there a setup fee?
No setup fee for standard onboarding. A one-time migration fee may apply only if you're moving from a significantly disorganized existing setup (like spreadsheets with a large historical backlog) — this is always quoted upfront, never a surprise.
What if I need something between two plans?
Every plan can be customized. Book a discovery call and we'll scope a proposal around your specific transaction volume and needs rather than forcing you into a rigid tier.
Not sure which plan fits?
Book a free 30-minute discovery call — we'll look at your actual transaction volume and recommend the right scope, no pressure.
Book a Free Discovery Call →