Home / Pricing
What it costs
Monthly tiers start at the figures below. Every engagement is quoted after we review your financial data, because a two-account church plant and a multi-site organization are not the same job.
01 / Churches and non-profits
Unlimited grant, restricted and designated fund tracking is included at every tier, along with two months of catch-up work before your engagement begins. The differences are close timing, reporting depth and how many of your people can pick up the phone.
Monthly bookkeeping, cash basis
Cash or accrual, closed by the 10th
Board-level partnership
Every figure above is a starting point. Build your own estimate on the quote form and it will run our pricing formula on your account count, transaction volume, invoices and funds.
02 / For-profit small business
Two tiers for for-profit businesses, starting at $250 a month. Which one fits comes down to revenue.
Under $250,000 revenue
Cash basis, closed by the 20th, with invoice creation, chart of accounts management, monthly video recaps and tax-prep-ready financials.
Full details$250,000 to $1,000,000 revenue
Cash or accrual, closed by the 10th, adding job tracking, department and location reporting, cash flow statements, A/P detail and weekly accounts payable.
Full details03 / Add-ons
Neither of these is sold on its own. Both attach to a monthly engagement, on either side of the split above, and both are quoted rather than listed, because the work varies enormously with your structure and how far back the records go. Discounts are available when you bundle them with each other.
Chart of accounts and class listing built for your structure, settings calibrated, users and permissions, opening balances, bank feeds with categorization rules, and your accounts payable, receivable, credit card and payroll platforms integrated.
Add-on to a monthly tier
One-time cost, by quote.
What it coversPrior periods recategorized and corrected, duplicates removed, every account reconciled up to an agreed date, payroll reconciled, fixed assets reviewed, and closing statements for the final period.
Add-on to a monthly tier
One-time cost, by quote.
What it covers04 / Stated plainly
Knowing where a service stops is worth as much as knowing where it starts. None of the following is part of any tier.
Bi-weekly payroll is available as an add-on on the small business tiers, but payroll on its own is not a service.
Financials are kept tax-prep ready and we work directly with your chosen preparer. The filing itself stays with them. Form 990 filing support is available as a paid add-on on the Priority and Fractional CFO tiers, which means preparing what the filing needs, not submitting it.
We work with your auditors and provide the financial data they request. We do not conduct the audit. Annual audit preparation is available as a paid add-on on the Priority and Fractional CFO tiers, which means getting your records ready for the people who do.
For anything that needs a lawyer, you need a lawyer.
Setting up the entity itself sits with your attorney or registered agent.
Reconciling giving and keeping designations intact is covered. Managing or contacting donors is not.
We assist with the financial data an application needs. We do not write the application.
05 / Common questions
Ready when you are
Tell us about your organization and we will recommend the tier of support that fits. You can request a quote first or book a consultation directly.
