Pricing that grows with your business

High-impact financial strategy, Profit First coaching, and top level bookkeeping—designed to support growth at every stage.

How Our Pricing Works

We tailor each package to your business’s needs, size, and goals. After Onboarding, most services are billed monthly with flat-rate pricing for clarity and predictability.

Schedule a Consultation

Bookkeeping Evaluation

Fractional CFO

  High-level strategic support for small business owners navigating growth, grounded in Profit First principles.
  
  Each engagement includes:
Onboarding Fee, which covers onboarding and a Bookkeeping Evaluation – $1,350.
Monthly Service Fee. Our average fractional CFO monthly fee is $1,650/month, with monthly fees ranging from $850 to $3,000 and beyond, depending on business complexity, analysis with proprietary reports, forecasting analytics, and meeting cadence.

  Monthly fees can be higher when we provide multiple services for one client.

Fractional CFO services

Profit First Package

  A one-time standalone package designed to give you long-term clarity and control over your cash. No ongoing monthly commitment required.  
  


  Profit First Implementation Package — $1,997 (flat rate) Includes:
Account structure + customized percentage guidance
Transfer rhythm + calendar
Full setup support

Profit First Methodology

Bookkeeping Services

Each agreement includes:

A one-time Onboarding Fee (starting at $750), covering setup and any catch-up work needed before regular service begins. The process begins with the purchase of a Bookkeeping Evaluation.
A Monthly Service Fee, covering ongoing work, including reconciliations, reporting, and year-end close.

Our average client fee is $1,495/month, with monthly fees ranging from $650 to $5,500+, depending on the nature of a client’s business and service level.

Bookkeeping Service Details

Feeling disappointed that working with SOAN would not fit your current budget? We’ve got you! Take a look below.

Cleanup & Diagnostic Projects

Flat-rate special projects starting at $750. Most catch-up bookkeeping ranges from $3,500–$6,000 per calendar year, depending on your books, scope of work, and urgency. Pricing for special projects varies widely.

Bundle & Save

Clients engaging us for both bookkeeping and CFO services receive a bundled rate. We’ll include it all in one custom proposal.

Talk to Us About a Custom Proposal

What’s Not Included

  
      •
      Tax return preparation or filing
    
      •
      Payroll/HR processing (though we offer Gusto payroll setup support)
    
      •
      Legal or compliance guidance

Ready to Talk Numbers?

Schedule a Consultation

Bookkeeping Evaluation

Before Sum of All Numbers comes Simplified Sums

We know not every business is ready for high level strategic bookkeeping. That’s why we created Simplified Sums—a streamlined option for small but growing businesses who still want reliable, done-for-you books.

Perfect for:

    •Solopreneurs or small teams
  
    •Businesses under $500k in annual revenue
  
    •Cash-based businesses using QBO
  
    •Those ready to move from spreadsheets to cloud-based bookkeeping
  
    •Anyone wanting an alternative to generic, impersonal software services

If your bookkeeping needs are straightforward—just a few accounts, no job costing—Simplified Sums could be the perfect fit: SIMPLIFIED SUMS.