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Pricing
Each standalone package is built on the same controller-level close foundation. The difference is the level of additional accounting support included.
Pricing is determined through a structured evaluation of your accounting complexity, including factors like entity count, revenue model structure, reporting requirements, and system stability. The prices below reflect the simplest engagement type for each package.
MOST COMMON STARTING POINT
Your books work, but nobody is watching them.
Controller Lite
Maintain the system through monthly controller level closes. The foundation everything else builds on.
RETAINER STARTS AT
$2,400
/mo
OVERAGE RATE
$150
/hr
INCLUDES
-
Monthly Soft Close
-
Quarterly Hard Close
-
Financial Statement Preparation
-
Account Reconciliations and Review
Your system needs to be built or rebuilt.
Financial Clarity Package
Stabilize and rebuild the accounting system for long term reliability. A 6 to 12 month implementation phase transitions into recurring support.
IMPLEMENTATION
STARTS AT
$5,500
/mo
RECURRING STARTS AT
$2,400
/mo
OVERAGES
$150
/hr
EVERYTHING IN CONTROLLER LITE, PLUS
-
Historic Cleanup
-
Accounting Policy Creation
-
System Stabilization
-
Workflow Redesign
Implementation Incentive
-
10% reduction during implementation
-
Applies to engagements beginning before June 30, 2026
-
Does not apply to recurring monthly services
All services, scope, and deliverables remain unchanged. This is simply a thank you for committing early.
You want someone running the books entirely.
Accounting Execution Package
Transactional execution through month end close and reporting. For founders who are tired of being the accounting system.
RETAINER STARTS AT
$4,800
/mo
OVERAGE RATE
$150
/hr
EVERYTHING IN CONTROLLER LITE, PLUS
-
Accounts Receivable
-
Accounts Payable
-
Data Entry
-
Bank / Credit Card Reconciliations
-
Year End 1099 Preparation and Filing
For companies that do not fit a retainer package.
Hourly Accounting Support
For companies where the need is real but a monthly package is not the right fit. Billed in 30 minute increments.
RATE
$175
/hr
MONTHLY MINIMUM
$350
/mo
AVAILABLE ACCOUNTING FUNCTIONS
-
Month End Close Support
-
Internal Financial Reporting
-
Segmented Financial Reporting
-
Accounting System Configuration
-
Cleanup And Catch Up Work
-
Capitalization Policy Guidance
-
Accounts Payable (AP) Support
-
Accounts Receivable (AR) Support
-
Data Entry And Bank Reconciliations
-
Year End 1099 Preparation and Filing
Side by Side Comparison
All packages share the same controller level close. Here is what differs.
Packages
Monthly soft close
Material Exceptions Flagged
Quarterly hard close
Quarterly Financials Issued
Historical cleanup
Accounting policy creation
System stabilization
AP / AR
Data entry
Bank reconciliations
1099 preparation & Filing
Starting at:
Billing Method:
- | Controller Lite | Financial Clarity Package | Accounting Execution Package | Hourly Accounting Support |
|---|---|---|---|---|
✓ | ✓ | ✓ | As scoped | |
✓ | ✓ | ✓ | As scoped | |
✓ | ✓ | ✓ | As scoped | |
✓ | ✓ | ✓ | As scoped | |
– | ✓ | – | – | |
– | ✓ | – | – | |
– | ✓ | – | – | |
– | – | ✓ | As scoped | |
– | – | ✓ | As scoped | |
– | – | ✓ | As scoped | |
– | – | ✓ | As scoped | |
$2,400/mo | $5,500/mo - Implementation $2,400/mo - Recurring | $4,800/mo | $175/hr $350/mo - Minimum | |
Monthly Retainer | Monthly Retainer | Monthly Retainer | Hourly |
Add-Ons
Retainer -Based Add-Ons
Sync historicals into your forecast
Transaction Entry & Reconciliation Support
1099 Preparation and Filing
Varies by selected add-on
Hourly Add-Ons
Accounts payable support
Accounts receivable support
Scoped historical cleanup
$175/hr
per selected add-on
Separately Scoped
Accounting policy architecture
Sales tax filings
Special projects & custom support
Priced after review
If Your Business Has Multiple Accounting Structures
Some businesses operate across multiple sites, service lines, or segments that each require their own financial tracking. This chart helps identify how many billable structures your business has.
Tap a box to see definitions (optional)
Do you operate more than one physical site
that I'll be maintaining?
-
i.e. stores, facilities, locations, or operational hubs
-
Not client or third-party locations.
No
Do you have more than one service line
or segment at this site?
-
Different workflows,
- Different cost structures,
-
Separate reporting
-
Financially independent from other segments or services
No
Yes
Do these segments need separate financials or reporting?
-
Separate books,
-
Separate workflows,
-
Separate business-unit profitability.
-
Client-level, project-level, or basic Profit & Loss tagging does not count.
Yes
Do you have more than one service line
or segment at each site?
-
Different workflows,
-
Different cost structures,
-
Separate reporting
-
Financially independent from other segments or services
No
Do these segments need separate financials or reporting?
-
Separate books,
-
Separate workflows,
-
Separate business-unit profitability.
-
Client-level, project-level, or basic Profit & Loss tagging does not count.
Yes
Do these segments need separate financials or reporting?
-
Separate books,
-
Separate workflows,
-
Separate business-unit profitability.
-
Client-level, project-level, or basic Profit & Loss tagging does not count.
No
Billed as one structure
Yes
Each distinct segment
=
One billable structure
Yes
Each distinct
site
=
One billable structure
No
No
Billed as one structure
Yes
Each distinct
site
=
One billable structure
All billable structures (sites or segments) are individually priced.
If you’re unsure, continue with the closest fit. Edge cases are handled during onboarding.
This gives an estimate. Final scope is confirmed during onboarding.