Packages
Three lanes. Choose the one that fits — not the one that impresses.
A starting point, not a checkout page. We'll help you land on the smallest package that genuinely covers you.
New & small businesses
Starter Lane
From $450/mo
- —Monthly bookkeeping
- —Bank & credit card reconciliation
- —Quarterly review call
- —Year-end tax package hand-off
- —Email support during business hours
Best for owner-operators and businesses under ~$500k in revenue.
Start hereEstablished, growing companies
Business Lane
From $950/mo
- —Everything in Starter Lane
- —Payroll administration
- —Monthly financial review
- —CPA oversight & tax planning
- —HR & compliance guidance
- —Priority email + scheduled calls
Best for established companies with a team and growth ambitions.
Start hereOwners who need a real finance function
Executive Lane
Custom
- —Everything in Business Lane
- —Fractional controller support
- —Cash flow forecasting
- —Board-ready reporting
- —Actuarial & analytics access
- —Priority advisory access
Best for firms preparing for growth, investment, or complex reporting.
Start hereEvery engagement includes a licensed CPA reviewing your books each month. Not sure which lane fits? Let's talk it through.