Pricing
Transparent Pricing
Choose the perfect solution for your business. All packages include personalized service and expert guidance.
Packages
Service Packages
Professional solutions tailored to your business size and complexity
$2,400/year
Small Business
For startups and businesses with simple needs
Get Started- Up to 500 transactions/year
- Email & phone support
- Planning & preparation support
- Annual statements
- Monthly reconciliation
Most Popular
$6,000/year
+ Monthly consultation: $1,200/year
Mid-Market Business
For established businesses with complex requirements
Get Started- Dedicated account manager
- Up to 2,000 transactions/year
- Budgeting & forecasting
- Monthly strategy
- Management reporting & analysis
- Everything in Small Business, plus:
Custom
Large Enterprise
Comprehensive solutions for large organizations
Schedule Consultation- Dedicated team & priority support
- Unlimited transactions & custom integrations
- Strategic planning
- Audit preparation & support
- Multi-entity consolidation
- Everything in Mid-Market, plus:
Individuals
Individual Services
Need specific services? Choose from our à la carte options.
Pricing FAQ
Frequently Asked Questions
Pricing & Billing
What's included in the setup fee?+
The one-time setup fee covers initial account configuration, data migration, custom report setup, and team training.
Can I change packages as my business grows?+
Absolutely! You can upgrade or downgrade at any time with a smooth transition.