Ongoing Financial Support, Right-Sized for Your Business
From day-to-day bookkeeping to CFO-level strategy, choose the level of support that matches your business needs today — and scale as you grow.
Plans and Pricing
Merely Essential
From $1,000 /month
Perfect for startups and small businesses that need the basics covered. This includes bookkeeping, sales tax filings, and financial reports — giving you the essentials to operate and stay compliant.
Merely Structured
From $2,500 /month
Built for growing businesses that need more than bookkeeping. This plan adds full accounting support, including payroll, vendor payments, and month-end reporting — helping you manage day-to-day operations with confidence and control.
Merely Visionary
From $4,000 /month
Tailored for established businesses that want strategic financial guidance. Along with everything in Essential and Structured, this plan includes budgeting, forecasting, and financial insights — giving you the clarity to plan ahead and make smarter decisions.
| Merely Essential | Merely Structured | Merely Visionary | |
|---|---|---|---|
| Bookkeeping | ✓ | ✓ | ✓ |
| Sales Tax Filing | ✓ | ✓ | ✓ |
| Payroll | ✓ | ✓ | |
| Accounts Payable | ✓ | ✓ | |
| Review of Financials | ✓ | ||
| Cash Flow Forecasting | ✓ | ||
| Budget vs Actuals Comparison | ✓ |