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Pricing
How Your Price Is Determined
How Pricing Works
Pricing is designed to support steady, repeatable financial work without surprises. Each service is structured around a clear billing model and defined boundaries, so expectations stay aligned and work stays steady. When the underlying structure stays the same, pricing stays consistent. If scope meaningfully changes, adjustments are discussed transparently before work changes. with no reactive billing or drifting expectations. If your business operates more than one distinct financial structure, each structure is priced separately.
Billing is organized into three categories so you always know how work is charged.
Monthly Retainer — For retainer-based packages, this covers ongoing work within the selected package scope.
Hourly Overages — Applies when tasks take longer than expected or when additional analysis or requests arise within the existing scope.
Projects — Applies to work outside the selected package scope.
Side-by-side Comparison of all Packages
A quick structural view of how the packages differ, without getting into details.
After all, pricing reflects the level of structure required, not the size of your business.
And if you're not sure which structure fits? Start with the level closest to your current foundation — we can refine from there.
All packages are built on the same controller-level month-end close. Differences reflect which layers are added on top of that foundation, such as system stabilization or transactional execution.
Title | Structure | Billing Method | Month End Close | System Rebuild / Stabilization | AR, AP, Data Entry, 1099 Prep |
|---|---|---|---|---|---|
Controller Lite | Structured Package | Monthly Retainer, Overage as needed | ✅ | — | — |
Financial Clarity Package | Structured Package | Monthly Retainer, Overage as needed | ✅ | ✅ | — |
Accounting Execution Package | Structured Package | Monthly Retainer, Overage as needed | ✅ | — | ✅ |
Hourly Accounting Support | Flexible by Design | Hourly Only | ✅ | — | ✅ |
Controller Lite Package
For businesses with an accounting foundation that already works.
Maintain clarity through a steady, controller-level close
Recurring Services
Retainer
Starting at
$2,400 / Month
Overage
+ $150 / Hour
-
There are currently no discounts available for this offering.
Financial Clarity Package
For businesses that need their accounting system built or stabilized.
Stabilize and rebuild the accounting system for long-term reliability
Implementation
(Typically 6-12 Months)
Retainer
Starting at
$5,500 / Month
Overage
+ $150 / Hour
Recurring Services
Retainer
Starting at
$2,400 / Month
Overage
+ $150 / Hour
To honor the upfront investment in the Financial Clarity Package, future scoped projects are discounted 20%.
Implementation Incentive
Available for new clients onboarding in Q2 2026.
For Financial Clarity Package engagements beginning between April 1 and June 30, 2026.
10% reduction to all implementation charges
-
Implementation:
-
10% off all implementation charges for the full implementation phase
-
Applies to the implementation retainer and any hourly overage
-
Applies regardless of workload, complexity, or onboarding pace
-
Discount ends automatically upon transition to recurring services
-
No discounts apply to ongoing monthly services
-
Can not be combined with any other discount
-
This pricing is available for new clients who initiate implementation during Q2 2026.
All services, scope, and deliverables remain unchanged. This is simply a thank-you for committing early.
🔹 How it works:
Accounting Execution Package
Transactional execution through month-end close and reporting
For founders who are tired of being the accounting system
Recurring Services
Retainer
Starting at
$4,800 / Month
Overage
+ $150 / Hour
-
There are currently no discounts available for this offering.
If Your Business Has Multiple Accounting Structures
This chart helps identify how many distinct financial structures your business has.
Answer Yes or No at each step and follow only one path.
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.