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How Your Price Is Determined
Pricing reflects the structure required to support your business.
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.
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.
(Click to expand)
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 | AR, AP, Data Entry, 1099 Prep | System Rebuild / Stabilization |
|---|---|---|---|---|---|
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
$2,400 / Month
Overage
+ $150 / Hour
Early 2026 Founding Client(s) Pricing
Available for new clients onboarding in Q1 2026.
For Controller Lite clients who sign on between January 1 and March 31, 2026.
10% reduction to all fixed monthly charges for the first full three months of service
-
Monthly Charges:
-
10% off the fixed monthly package costs
-
Applies regardless of workload, complexity, or onboarding pace
-
Discount ends automatically upon issuance of the third monthly invoice
-
Overage Hours remain optional and governed by standard terms (not discounted)
-
Cannot be combined with any other discounts
-
This pricing is available for new clients who sign on during Q1 2026.
All services, scope, and deliverables remain unchanged. This is simply a thank-you for committing early.
🔹 How it works:
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
$5,500 / Month
Overage
+ $150 / Hour
Recurring Services
Retainer
$2,400 / Month
Overage
+ $150 / Hour
To honor the upfront investment in the Financial Clarity Package, future scoped projects are discounted 20%.
Early 2026 Founding Client(s) Pricing
Available for new clients onboarding in Q1 2026.
For Financial Clarity Package clients who begin implementation between January 1 and March 31, 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 Q1 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
$4,800 / Month
Overage
+ $150 / Hour
Early 2026 Founding Client(s) Pricing
Available for new clients onboarding in Q1 2026.
Available for new Accounting Execution Package clients onboarding in Q1 2026.
$2,400 total introductory reduction applied across the first two full-value monthly invoices.
-
Applies to the fixed monthly retainer only.
-
Promotional discounts do not reduce the monthly retainer threshold used to determine overage billing.
-
Applied as $1,500 off the first full calendar month invoice and $900 off the second calendar month invoice.
-
Applies regardless of workload, complexity, or onboarding pace.
-
Hourly overages remain billed at standard rates.
-
Introductory pricing ends automatically after the second full-value invoice.
-
Cannot be combined with any other discounts or promotional pricing.
This pricing is available for new clients who sign on during Q1 2026.
All services, scope, and deliverables remain unchanged. This is simply a thank-you for committing early.
🔹 How it works:
If you have multiple 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.