Investment

Straightforward pricing, service by service.

Remote delivery keeps our rates well below US in-house and agency costs. Pick exactly the services you need — no forced bundles, no hourly surprises.

Most popular

Professional Bookkeeping & Cleanup

$299/mo

Clean, reconciled books delivered every month - hand them straight to your CPA or lender.

  • Up to 200 transactions per month
  • Bank & credit card reconciliation
  • Monthly P&L + balance sheet
  • QuickBooks Online or Xero
  • Catch-up projects quoted after free review
Start with clean books

Tax Strategy & Preparation

From $449/return

Federal returns for every entity type, planned year-round and reviewed by licensed CPA partners.

  • 1040 / Sch C, 1065, 1120-S, 1120
  • Year-round tax planning
  • CPA review & filing sign-off
  • S-Corp election support
  • Quarterly estimated tax schedule
Get a tax quote
Most popular

Custom Financial Intelligence Apps

From $749/project

Dashboards and automation built around your exact business - delivered with training.

  • Python / Streamlit dashboards
  • Advanced Excel automation
  • Payment & AR analytics
  • Reconciliation tools
  • Training & handover included
Scope my project
Most popular

Financial Modelling & Forecasting

From $899/model

Investor-grade models and forecasts, ready for lenders, investors, or your board.

  • 3-statement financial model
  • 13-week rolling cash flow forecast
  • Scenario & sensitivity analysis
  • Lender / investor-ready formatting
  • One revision round included
Build my model

Financial Analysis & Reporting

$349/mo

Know exactly how your business is performing, and why - every single month.

  • Monthly management report pack
  • KPI dashboard
  • Budget vs actual variance review
  • Ratio & trend analysis
  • Quarterly review call
See my numbers clearly
Most popular

Due Diligence & Quality of Earnings

From $999/engagement

Underwriter-grade rigor before you sign the LOI, so you know what you are actually buying.

  • Adjusted EBITDA and QOE report
  • Net working capital peg analysis
  • Debt-free, cash-free reconciliation
  • Customer concentration and revenue quality
  • Vendor and AP aging review
  • Debt capacity and DSCR modelling
  • Federal tax return compliance review
Discuss my deal
Most popular

Executive Support & Operations

$399/mo - under $5/hour

A dedicated remote right hand who keeps your inbox answered, your calendar organized, and your clients followed up - so your week runs itself.

  • 20 hours of dedicated support per week
  • Inbox management & same-day email triage
  • Calendar scheduling & meeting coordination
  • CRM updates, lead tracking & client follow-ups
  • Weekly priorities recap every Friday
Get support

Digital Presence & Thought Leadership

$299/mo

Consistent, professional LinkedIn presence that positions you as the expert you are.

  • 15 LinkedIn posts per month
  • Content calendar & strategy
  • Profile optimization
  • Engagement management
  • Monthly performance recap
Grow my presence

Monthly services run month-to-month. Project work is quoted up front after a free review — the price we quote is the price you pay.

Common questions

Pricing FAQ

What happens if my needs go beyond the listed scope?
Nothing dramatic. We flag it in your monthly review and adjust the quote only if the extra scope is consistent. One busy month never changes your bill.
Do I still need a CPA?
We prepare your returns and partner with licensed CPAs for review and filing sign-off — that review is included in your plan. If you already have a CPA you trust, we work alongside them and keep your books CPA-ready year-round.
My books are a mess. Can I start on a monthly plan right away?
Usually we start with a one-time cleanup project (quoted after a free review), then transition you to a monthly plan once the backlog is cleared. Most cleanups finish inside 3–6 weeks.
How do we communicate and share documents?
Your choice of email, Slack, or WhatsApp for day-to-day questions, with secure document collection during onboarding. Growth and Enterprise plans include priority response times.
Is there a long-term contract?
No. Plans run month-to-month after an initial 90-day engagement, and you keep full access to your own QuickBooks or Xero file at all times — it's your data.

Want a number for your exact situation?

Send us a note about your business and transaction volume — we'll reply with a firm quote, usually within one business day.

Request a quote →