Pricing
Three tiers. One CPA behind all of them.
Flat monthly fees. No hourly billing, no surprise invoices. Move up a tier whenever the business does.
Tier 1
Core Compliance
$850/ month
Early SMBs ($500K–$1.5M revenue) needing accurate books and zero tax penalties.
- Automated bank & credit-card feed categorization
- Guaranteed month-end close within 5 business days
- P&L, balance sheet and cash flow statements
- Annual federal & state corporate tax return, CPA-signed
Tier 2 · Flagship
FinOps Automated
$1,850/ month
High-transaction operations that want fully hands-off financial pipelines.
- Everything in Core Compliance
- Automated accounts payable: supplier PDFs extracted straight into QuickBooks or Xero
- Automated accounts receivable: smart dunning and collection sequences
- Multi-gateway clearing: Stripe, Shopify, PayPal, Payoneer and bank feeds reconciled automatically
Tier 3
Fractional CFO
$3,500/ month
Scaling companies ($2M–$8M revenue) preparing for debt, equity or aggressive hiring.
- Everything in Core and FinOps
- AI-generated 13-week rolling cash flow and runway model
- Monthly budget vs. actual variance analysis
- Dedicated 45-minute monthly strategy session with the CPA
All tiers include email and chat support with a real person, accountant-level QuickBooks or Xero access setup, and view-only bank connections.
Free · 20 minutes · with a licensed CPA
Most CPAs only tell you what you owe in April.
Our CPA team runs a free 20-minute Tax & Cash Flow Audit to find misclassified deductions, multi-gateway clearing discrepancies and operational margin leaks. You get a 3-point summary checklist whether or not you sign up.
We check for
01
Misclassified deductions
02
Gateway clearing discrepancies
03
Margin and cash flow leaks
Prefer to talk first? (908) 484-6836
Request your audit
A licensed CPA confirms a 20-minute slot within one business day.
Frequently asked
Plain answers.
Who actually signs off on my books?
A licensed CPA. The AI engine categorizes, reconciles and drafts; a CPA reviews, certifies and signs every statement, reconciliation and tax filing.
How fast is the month-end close?
Within 3 to 5 business days of month-end on every tier. Core Compliance guarantees five business days.
Which tools and gateways do you work with?
QuickBooks Online and Xero for the ledger; Stripe, Shopify Payments, PayPal, Payoneer, merchant accounts and your bank and card feeds for reconciliation.
What access do you need?
Accountant-level access to QuickBooks or Xero and view-only bank connections. We never move money and never hold your banking credentials.
Can you catch up months of backlog?
Yes. Catch-up is scoped as a one-time project before your monthly tier starts, so you begin with clean, reconciled books.
Is there a contract?
Month to month. Flat fee per tier, no hourly billing, cancel with 30 days' notice.