Every business is different.
Your pricing should be too.
We don't sell packages. We scope every engagement around your actual business — its size, complexity, and what you need from us. Here's what that looks like in practice.
Book a Call →The services your business
actually needs.
From day-to-day bookkeeping to controller-level oversight — we scope every engagement around what your business actually requires, not a package someone else designed.
Full-cycle bookkeeping
Clean, accurate books every month — reconciled, categorized, and ready for your CPA at year-end.
- Transaction categorization
- Bank & credit card reconciliation
- Accounts payable & receivable
- Month-end close
Financial reporting
Monthly financials you can read and act on — not just a QBO export dropped in your inbox.
- Profit & loss statement
- Balance sheet
- Cash flow summary
- Plain-language commentary
Partial controller services
A layer above bookkeeping — oversight, accuracy review, and financial perspective when you need it.
- Controller-level monthly review
- Variance & budget-to-actual analysis
- Liaison with your CPA or tax team
Catch-up & clean-up
Books behind? We scope cleanup separately — always a flat fee, always transparent.
- Historical reconciliation
- Chart of accounts cleanup
- QBO file review & correction
Pricing requires a conversation first.
We diagnose before we price. It takes us about a week and costs you nothing — and it's the only honest way to land on a number that works for both of us.
Transaction volume
How many lines hit your bank and card statements each month. A boutique with 60 charges is a different job than a shop with 600.
Account complexity
How many bank accounts, cards, payment processors, and loans we're reconciling. More connections, more reconciliation.
Business model
Service businesses are simpler than inventory. Inventory is simpler than multi-entity. We price the actual complexity, not the category.
Level of oversight
Books-only is one price. Add reporting, add a monthly call, add controller-level review — each is a deliberate step up.
Four steps to clean books.
Discovery call
A 30-minute conversation about your business, your goals, and whether we're the right fit.
Diagnostic review
We review your books, your volume, and your complexity before quoting anything.
Proposal & scope
A clear, itemized proposal with your exact scope and monthly retainer — no surprises.
Monthly retainer
Clean books, monthly reports, and a team that actually picks up the phone.
What other owners actually pay.
These are composites of real client types, with starting monthly fees. The diagnostic will dial yours in — the goal is a number that's fair on day one and stays fair as you grow.
The solo consultant
Marketing consultant, one S-corp, working from home in South Florida.
- Monthly close by the 10th
- Reconciliation of bank + card
- Quarterly check-in call
- Year-end CPA package
Growing product business
Apparel or product brand, $60–100K/mo revenue, Shopify + Stripe, 2–4 employees.
- Everything in the prior tier
- Sales-channel reconciliation
- Inventory & COGS support
- Monthly review with Juan
- Cash-flow forecast (rolling 13-wk)
Established practice
Two-location business, two LLCs under a holding co, 6 staff, lender-reviewed financials.
- Everything in the prior tier
- Per-entity + consolidated books
- Inter-company reconciliation
- Lender / investor reporting
- Monthly review with Ginger
- Annual budget + variance
These are starting points, not ceilings. Final pricing depends on transaction volume, number of accounts, current state of your books, and how much controller-level oversight your business needs.
Catch-up work is always a separate flat-fee line item — never buried in the retainer. You'll always know exactly what you're paying for and why.
Things people actually ask.
Do you take on businesses with messy books?
Yes — most of the businesses we onboard have at least some catching up to do. We'll quote a one-time cleanup fee separate from the monthly retainer, so you can see exactly what each piece costs before committing to anything.
Which accounting software do you work in?
Accounting is accounting — different platforms are just a navigation adjustment. We're comfortable working in most small business accounting software. We'll meet you where you are.
Do you file taxes?
No — We don't. We build the year-end package and work directly with your CPA. If you don't have one, we'll introduce you to two we trust.
How does the monthly fee change as we grow?
We review scope annually — or sooner if your volume changes significantly. If your transaction count, number of accounts, or reporting needs increase, we'll have a straightforward conversation about adjusting the retainer. No surprise mid-year increases. Everything is discussed and agreed on before any change takes effect.
What's the smallest business you'll take?
Our minimum engagement starts around $500/month, which typically fits a solo operator or small service business with straightforward books. If you're earlier stage than that, we'll tell you honestly during the discovery call and point you toward a better fit.
Book a Call.
No fee. No pitch.
Twenty minutes on the phone, a couple of hours in your books, a written quote within a week. That's the whole onboarding.