Foundation
Starting at$349/month
For smaller businesses that primarily need accurate monthly books.
Includes:
- Monthly bookkeeping
- Bank and credit-card reconciliations
- Month-end close
- P&L
- Balance sheet
- Year-end accountant-ready financials
Pricing
Simple Pricing. No Mystery.
Every business is different, but knowing the approximate investment shouldn’t require a sales call.
One-time project
Cleanup
Best for businesses with existing accounting problems or books that need to be brought current. One-time project pricing based on complexity.
Monthly plans
Clarity
Starting at$649/month
For business owners who want accurate books plus help understanding what the numbers mean.
Everything in Foundation, plus:
- Monthly financial review
- Cash-flow discussion
- Business performance review
- Key financial metrics
- Quarterly strategy review
- Priority questions/support
Growth
Starting at$995/month
For growing businesses that need more proactive financial leadership.
Everything in Clarity, plus:
- Budgeting
- Forecasting
- KPI dashboard
- Budget vs. actual analysis
- Management reporting
- Strategic financial meetings
- Financial process improvement
Custom Accounting
Larger businesses, high transaction volumes, inventory, multiple entities, complex payroll, advanced reporting, or other specialized needs receive customized pricing.
Pricing is based on transaction volume, number of financial accounts, payroll complexity, reporting requirements, and other factors. Software subscriptions, tax preparation, payroll processing, catch-up work, and specialized services may be priced separately.
Final pricing is confirmed after an initial review.
Not sure which plan fits?
Take the five-minute CLEAR Assessment and we’ll point you toward the right starting place—or just talk it through with us.