Compare Accounting Plans

Three tiers, real prices, no surprises — see exactly what you get at each level.

What's included at each tier

Swipe the table sideways to compare all three tiers →

FeatureAccountingAccounting + ControllerAccounting + CFO
Starts at:$1,103/mo$2,999/mo$3,937/mo
Potential Closed Books:20th Calendar Day15th Calendar Day15th Calendar Day
Monthly Close Packet: P&L, Balance Sheet, Cash Flow Statement✓✓✓
Software Licensing (A2X, QBO, Xero)✓✓✓
Real Time Financials (Custom Dashboard)—✓✓
Slack Channel—✓✓
ReconciliationsMonthlyWeeklyWeekly
Accounting BasisModified CashAccrualAccrual
Monthly Financial ReviewRecorded Video or Zoom (Additional Fee)60 min Zoom60 min Zoom
Cash Flow Forecasting—13 weekAll Relevant
P&L Monitoring—✓✓
COGS & Inventory Process Guidance—✓✓
KPI Dashboard—✓✓
Cash Flow Management——✓
FP&A Visibility——1-3 Years
Growth Strategy——✓
Financial Modeling——✓
Strategic Financial Advice——✓
Risk Management——✓
Sales Tax ManagementSeparate Billing
AP ManagementSeparate Billing
Accounting CleanupsSeparate Billing
Tax PreparationSeparate Billing
Tax Strategy & PlanningSeparate Billing
Ready to start?Book a Free CallBook a Free CallBook a Free Call

Payroll management is not included in any plan.

Not sure which plan?

Most 7-figure brands start with Accounting + Controller. On a free 30-minute call we'll look at your books and tell you honestly which tier fits.

Schedule A Free Consultation

Ready To Chat?

Get in touch and learn exactly how we can help simplify your finances.

Schedule A Free Consultation