PRICING
Made for You: Fair, Honest Pricing.
Support That’s Thoughtful. Pricing That’s Balanced.
We love getting to know you and your business, so we can find the best ways to support your growth. We offer fixed fees whenever we can, and when work needs a custom touch, we give you clear pricing ranges from the start.
Premium Service. Transparent Pricing.
You deserve to be treated fairly, especially when it comes to your money. That’s why we believe in clear, honest pricing, no guessing games, just straightforward service you can trust
Monthly Bookkeeping packages
SIMPLE START
Perfect for sole traders and small business owners who just need the basics.
Start Now- Categorize transactions for P&L & Schedule C
- Reconcile your bank accounts & credit cards.
- No hidden fees
- No contracts
ESSENTIALS
Ideal for growing businesses ready to take control of their finances.
Start Now- Everything in Simple Start, plus:
- Monthly Financial Statements: P&L & Balance Sheet
- Basic A/P & A/R tracking (record bills & invoices, track due payments)
- Monthly business consultation for growth & optimization
PREMIUM
Perfect for thriving businesses ready to level up with expert support and powerful financial tools.
Reach out to us today.- Everything in Essentials, plus:
- Full-service A/P & A/R management (creating & sending invoices, recording bills, making payments & tracking
- 24/7 client support
Financial Consulting and Advisory
Running a small business comes with tough decisions—pricing, strategy, and more. That’s where our Financial Consulting and Advisory services come in. Our Chartered Accountants are here to help you grow, reviewing your financials, assessing your goals, and crafting a strategy to boost efficiency and drive success. Let’s build your business together!
Initial consultation (60 mins) - $50
Assess your Financial Standing and discuss tailored strategies.
- Financial health check-up & analysis
- Budgeting guidance & expense management
- Pricing strategy recommendations
- Profit margin analysis & cost optimization
- Email support for financial questions
- Includes everything in the Essential Plan, plus:
- Financial forecasting & cash flow improvement strategies
- Business expansion strategy & financial scalability analysis
- Investor-readiness assessment (excludes direct investor relations)
- Industry benchmarking & financial risk analysis
- Priority email & WhatsApp support
Small Business CFO Services
Accounting and finance is the language of business. You cannot make sound decisions without it. If you do, you risk making ill-advised decisions that can severely damage your company. Our CFO services help small businesses make forward-thinking financial decisions. We use accounting data to help our clients develop budgets, financial projections, and strategic plans to grow their business.
Note: CFO services are an add-on and available exclusively to our bookkeeping clients.
- Financial statement analysis & insights
- Monthly budgeting & forecasting
- Cash flow management & financial oversight
- Full financial modeling & scenario planning
- One 90-minute CFO session per month
- Email Support
- Everything in Fractional CFO Lite, plus:
- Comprehensive KPI tracking & financial performance monitoring
- Risk management & restructuring support
- Unlimited priority email & WhatsApp support
- Two 90-minute CFO strategy sessions per month
Catch Up & Clean Up Service
Need to catch up on your books? Our expert team is the fastest way to get back on track, no matter how far behind you are. Or if you’ve got concerns about how the information is presented in your up-to-date financials, we’re here for that too! We’ll make sure you’ve got everything presented correctly to make tax season a breeze.
Basic Catch-Up (up to 3 months of backlog)
$ 499.00 / month
- Transaction categorization in QuickBooks or Odoo
- Account reconciliations
- Basic financial reports
Standard Catch-Up ( up to 6 months of backlog)
$ 899.00 / month
- Complete CRM for any team
- Access all modules
- Limited customization
- Email support
Full Catch-Up & Clean-Up ( up to 12 months of backlog)
- Unlimited CRM support
- All modules & features
- Unlimited customization
- 24/7 toll-free support