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Pricing

While trying to remain transparent about pricing, services will vary based on business need and custom packages can be created to help your business thrive! My base rate is $100/hr but I want to be able to provide value and thus offer fixed pricing bundles as seen below. If you want to mix and match let's setup a chat and discuss!

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Please be advised that my minimum monthly fee is $350

Essential Services - Starting at $350/month

  • Categorization of up to 150 transactions per month

  • Bank & credit card reconciliations

  • Accounts payable & receivable tracking (client-managed payments)

  • Monthly financial reports (Profit & Loss, Balance Sheet)

  • Basic job costing support

  • Email support for general bookkeeping questions

Growth – Starting at $750/month

  • Everything in Essential, plus:

  • Categorization of up to 250 transactions per month

  • Accounts payable & receivable tracking (I manage the Payments)

  • Fixed Asset Tracking

  • Job costing & profitability tracking for projects

  • Monthly financial check-ins with insights and recommendations

  • Quarterly tax-ready financials for your CPA

Premium – $1,250/month

  • Everything in Growth, plus:

  • Categorization of unlimited transactions per month

  • Sales tax tracking and filings

  • Dedicated monthly strategy call to review financial performance

CFO Lite – $2,000/month

  • Monthly financial strategy call to discuss business performance

  • Cash flow forecasting & management

  • Budgeting & financial goal setting

  • Basic KPI tracking & reporting

Strategic CFO – $3,500/month

  • Everything in CFO Lite, plus:

  • Profitability analysis & cost control strategies

  • Financial modeling & long-term growth planning

  • Quarterly financial review for business strategy adjustments

Elite CFO – $6,000+/month

  • Everything in Strategic CFO, plus:

  • Custom dashboards & real-time financial tracking

  • Deep-dive analysis on business performance & operations

  • Ongoing CFO-level guidance as needed

Bookkeeping Tiers

Fractional CFO Tiers

For businesses that need one-time or occasional financial support outside of a monthly plan:

  • Bookkeeping Catch-Up/Cleanup – $125/hour

  • Custom Financial Reports & Dashboards – $150/hour

  • Cash Flow Projections & Budgeting – $150/hour

  • QuickBooks Setup & Training – $175/hour

  • CFO Strategy Consulting (One-Time) – $200/hour

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