Clear Bookkeeping & Executive CFO Retainers
Choose between automated daily bookkeeping with CPA sign-off (starting at $299/mo) or high-touch Virtual CFO strategic leadership (starting at $5,000/mo).
Automated daily transaction reconciliation with senior CPA review. Looking for board-level capital modeling and runway forecasting?
Starter Bookkeeping
Essential automated bookkeeping with senior human accountant oversight for early-stage SMBs.
- AI-assisted daily transaction categorization
- Automated receipt & invoice OCR extraction
- Anomaly & duplicate payment detection
- Automated catch-up draft generation
Monthly review & statement sign-off by a dedicated bookkeeper + monthly check-in call.
Growth Controller
Most Popular for SMBsFull bookkeeping + weekly cash snapshots, tax-readiness alerts, and controller review.
- All Layer 1 Automated Core capabilities
- Daily multi-bank account reconciliation
- Automated AP/AR invoice & bill extraction
- Weekly AI plain-English cash flow snapshot
- Real-time forward-looking 13-week runway dashboard
- Automated tax-readiness & deduction gap alerts
- Basic scenario modeling (hiring & capital expenses)
Dedicated senior accountant review + bi-weekly advisory calls and year-round tax readiness.
Scale Controller
Complete back-office controller oversight for multi-entity, high-transaction companies.
- All Layer 1 Automated Core capabilities
- Custom transaction rules & multi-entity consolidation
- All Layer 2 AI-Productized Deliverables
- Departmental spend velocity tracking & variance flags
- Automated monthly executive financial close packet
- Dedicated Senior Controller close & validation
- Accrual-based accounting & revenue recognition
- Custom chart-of-accounts governance
Dedicated Senior Controller oversight + monthly executive review and direct access.
Virtual CFO + Complete Bookkeeping Suite
Combine our dedicated $5,000/mo Strategic Virtual CFO retainer with our full Growth Controller Bookkeeping & AP/AR back-office in a unified package. One team, zero miscommunication between daily ledger entries and board-level strategy.
Full-service finance department replacing a $350k+ CFO and $80k controller.
Transparent Pricing Across All 11 Financial Capabilities
Whether you need a one-off cleanup audit, custom financial model for Series A fundraising, or standalone 13-week runway forecasting, our pricing is 100% transparent with published starting floors.
AI-Powered Bookkeeping & Reconciliation
Automated daily transaction categorization and monthly reconciliations, strictly reviewed and verified by senior human accountants.
Strategic Accounting & AP/AR
Streamlined accounts payable, customer invoicing, and accrual-based accounting with automated anomaly checks.
Real-Time Cash Runway & Snapshots
Weekly plain-English cash summaries, dynamic runway dashboards, and predictive scenario modeling.
Tax Planning & Readiness Alerts
Year-round deduction gap detection, automated tax-readiness tracking, and seamless year-end tax preparation.
Fractional, Virtual & Remote CFO Services
Executive financial strategy, dynamic 13-week cash runway modeling, and proactive capital advisory without the full-time $250k+ CFO salary.
Automated Catch-Up Bookkeeping
Months or years behind on your books? AI parses historical statements fast to bring your financials 100% current.
Financial & Operational Project Management
End-to-end project budget forecasting, milestone execution tracking, resource allocation, and workflow optimization.
Executive CFO Dashboards & Real-Time BI
Transform static, backward-looking accounting reports into real-time interactive financial intelligence, runway tracking, and executive KPI command centers.
Financial Planning, Budgeting & Analysis (FP&A)
Dynamic 12-month rolling budgets, headcount planning, multi-scenario forecasting, and monthly Budget vs. Actual (BvA) variance analysis.
Dynamic Financial Modeling & Corporate Valuation
Audit-grade three-statement financial models, dynamic scenario & sensitivity analysis, venture capital fundraising decks, and corporate valuation.
Business Operations & Unit Economics Modeling
Operational capacity planning, CAC/LTV cohort economics, inventory throughput forecasting, and gross margin pricing optimization.
Frequently Asked Questions About Our Rates
Why do you publish transparent starting floors instead of "Contact Sales"?
B2B founders are tired of having to jump on 45-minute sales calls just to learn baseline costs. By publishing clear starting floors for all 11 capabilities, you know exactly what budget is required, and we avoid high-pressure sales tactics.
Can we switch from Bookkeeping to a Virtual CFO retainer later?
Yes, seamlessly. Because your general ledger is already maintained and reconciled by our certified accountants, upgrading to a $5,000/mo Virtual CFO retainer requires zero onboarding downtime.
Are there any hidden onboarding or cancellation fees?
Never. There are zero setup fees on standard plans, zero hidden transaction fees, and all monthly retainers can be cancelled with 30 days notice.
How does the Catch-Up Bookkeeping pricing work if we are 12 months behind?
Catch-up cleanups start at $750 per quarter of backlog. For 12 months behind, our AI ingests your historical statements and generates a diagnostic audit with a capped, flat-fee quote before any work begins.
AI does the busywork. Humans handle the judgment calls.
We use AI to complete your bookkeeping faster and at lower cost—then we dedicate that saved time to telling you what your financial numbers actually mean for your growth.
AI-Automated Core
AI handles daily transaction categorization, OCR receipt extraction, anomaly detection, and rapid catch-up bookkeeping.
AI-Productized Deliverables
Weekly plain-English cash flow snapshots, real-time runway dashboards, "what-if" scenario projections, and tax-readiness alerts.
Human + AI Judgment
AI drafts comprehensive base financial models and board decks. Dedicated Fractional CFOs and Controllers validate the strategy.