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Plans & Pricing

We are a high-touch professional services firm, and we bring our expertise to each client engagement. We also have low-touch and a la carte options to accommodate nearly every budget. We are committed to working with the very best entrepreneurs on the planet, and we work with each client to ensure they can afford our services.

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Please reach out to us for more detailed services that include:​

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  • Advanced Bookkeeping 

  • Treasury Service

  • Account Receivables & Payables

  • Controller Services

  • Payroll & HR

  • Budgeting

  • Forecasting

  • Financial Planning and Analysis (FP&A)

  • Sales & Marketing Strategy

  • Advanced Business Modeling

  • Investor Due Diligence

  • Finance & Accounting Process

  • Books & Records for Tax Filings  

  • Outsourced Accounting & Finance Operations

  • CFO Services

  • Business, Product, and Market Strategy

  • Executive Coaching, Consulting, and Advising

  • Essential Bookkeeping

    750$
    Every month
    +$499 One-time Accounting/Finance Set Up
    Monthly bookkeeping service for early-stage startups and small businesses.
     
    • Set up all accounting functionality
    • Link all your accounting resources: Bank, CC, HR, QB, Etc.
    • Monthly bookkeeping and reconciliation
    • Essential reports: P&L, Balance Sheet, Cash Flow
    • Exclusive discount on QuickBooks and other services
    • Includes Community Membership while you are a client

  • Community Membership

    299$
    Every year
    Join us for weekly, live-online sessions for accounting, finance, and strategy help.
     
    • Exclusive weekly LIVE-Online Office Hours & Trainings
    • Weekly Newsletter
    • Access to unique workshops, training, seminars, and more
    • Access to models, templates, and other tools
    • Price credited toward any paid service if you become client

  • Complimentary Assessment

    0$
     
    We work with you to customize a bespoke offering to fit your needs.
    Valid for one month
    • All service customized to meet your needs and budget
    • Can include accounting, finance, coaching, strategy & more
    • Includes Community Membership while you are a client
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