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.
Fractional CFO
High-level strategic support for small business owners navigating growth, grounded in Profit First principles.
Each engagement includes:
A one-time Onboarding Fee, which covers onboarding and a Bookkeeping Evaluation - $1,350.
A 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
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
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 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.
A one-time standalone package designed to give you long-term clarity and control over your cash. No ongoing monthly commitment required.
Profit First Package
Profit First Implementation Package — $1,997 (flat rate) Includes:
- Account structure + customized percentage guidance
- Transfer rhythm + calendar
- Full setup support
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.
Not quite ready for SOAN service and pricing levels? No worries—we’ve got an affordable option for you. Scroll down to learn more.
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.
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?
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:
If your bookkeeping needs are straightforward—just a few accounts, no job costing—Simplified Sums could be the perfect fit: SIMPLIFIED SUMS.