Pricing & Services

Practices Owners value time & clarity - That’s why we estimate prices upfront.

The Frenchie

Starting at $850/month

  • AAHA Chart of Accounts

  • Monthly recording, classifying, and reconciling of up to 3 bank/credit card accounts

  • Up to 150 transactions

  • Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow

  • Unlimited email support

  • Work directly with CPA to ensure tax readiness

  • No long term commitments (month to month billing)

The Goldie

Starting at $1100/month

  • AAHA Chart of Accounts

  • Monthly recording, classifying and reconciling of up to 4 bank/credit card accounts

  • Up to 250 transactions

  • Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow

  • Unlimited email support

  • Work directly with CPA to ensure tax readiness

  • No long term commitments (month to month billing)

Additional Services:

  • Diagnostic Reviews (Required for all Cleanup and Catchup Projects)

  • Cleanup & Catchup Projects

  • Cashflow Forecasting

  • Monthly recorded video analysis of financials

  • Monthly or quarterly review calls

The Bernie

Starting at $1350/month

  • AAHA Chart of Accounts

  • Monthly recording, classifying and reconciling of up to 5 bank/credit card accounts

  • 350+ transactions

  • Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow

  • Unlimited email support

  • Work directly with CPA to ensure tax readiness

  • No long term commitments (month to month billing)

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!