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Choose your pricing plan

  • Business Starter Package

    199$
    Every month
    +$500 One time Set-Up Fee
    $500 one-time onboarding + $199/month. Includes up to 50 bank-feed transactions per month (each deposit, payment or charge from your connected accounts) across 1 bank or credit-card account. Connecting your business bank and credit-card accounts to QuickBooks is required. Higher volume or complexity may need a revised tier, quoted before any extra charge. Cleanup is separate.
     
    • Accounting & Bookkeeping

  • Growth Essentials Package

    399$
    Every month
    +$700 One time Set-Up Fee
    $700 one-time onboarding + $399/month. Includes up to 150 bank-feed transactions per month (each deposit, payment or charge from your connected accounts) across up to 3 bank or credit-card accounts. Connecting your business bank and credit-card accounts to QuickBooks is required. Higher volume or complexity may need a revised tier, quoted before any extra charge. Cleanup is separate.
     
    • Accounting & Bookkeeping

  • Professional Plus Package

    599$
    Every month
    +$900 One time Set-Up Fee
    $900 one-time onboarding + $599/month. Includes up to 300 bank-feed transactions per month (each deposit, payment or charge from your connected accounts) across up to 5 bank or credit-card accounts. Connecting your business bank and credit-card accounts to QuickBooks is required. Higher volume or complexity may need a revised tier, quoted before any extra charge. Cleanup is separate.
     
    • Accounting & Bookkeeping

  • Enterprise Concierge Package

    1,199$
    Every month
    $1,199+/month, with the final price set after a scope review. No onboarding fee and no catch-up fee: we waive both on this plan. Includes Fractional CFO advantages: a quarterly strategy session, cash-flow forecasting and a KPI dashboard. Connecting your business bank and credit-card accounts to QuickBooks is required. 3-month minimum commitment, then month to month until cancelled.
     
    • Accounting & Bookkeeping
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