Pricing with Active HR Package
Essentials
$1,500/ month*
Up to 8 hours/month
Perfect for organizations that want consistent monthly financial visibility and compliance without advanced forecasting.
What's included
Monthly transaction categorization & reconciliation (up to 2 accounts)
Monthly financial reports (PnL, Balance Sheet & Cash Flow)
Annual federal tax estimate & strategy review
Out-of-Scope Work: $220/hour
Growth
$3,000/ month*
Up to 20 hours/month
Ideal for organizations needing monthly financial clarity and proactive planning.
What's included
Monthly transaction categorization & reconciliation (up to 4 accounts)
Monthly financial reporting
Quarterly strategic finance sessions
Annual budget development
Annual federal tax estimate
2 hours/year IRS notice support
Out-of-Scope Work: $175/hour
CFO
$8,000/ month*
Up to 60 hours/month
Designed for established organizations needing high-touch financial leadership and CFO-level strategy.
What's included
Weekly transaction categorization & reconciliation
(all accounts)
Full A/P & A/R management
Monthly financial reporting & KPI dashboards
Cash flow forecasting & proactive tax planning
Monthly executive advisory sessions
5 hours/year IRS audit support
Out-of-Scope Work: $150/hour
*Pricing available with an active HR package. All pricing packages require a minimum 12-month commitment to ensure consistent support and meaningful results.
No HR package?
Sign up for our finance packages to fit your company's needs.
Essentials
$2,500/month*
Up to 8 hours/month
What's included
Monthly transaction categorization & reconciliation (up to 2 accounts)
Monthly financial reports (PnL, Balance Sheet & Cash Flow)
Annual federal tax estimate & strategy review
Out-of-Scope Work: $220/hour
Growth
$4,500/month*
Up to 20 hours/month
What's included
Monthly transaction categorization & reconciliation (up to 4 accounts)
Monthly financial reporting
Quarterly strategic finance sessions
Annual budget development
Annual federal tax estimate
2 hours/year IRS notice support
Out-of-Scope Work: $175/hour
CFO
$9,500/month*
Up to 60 hours/month
What's included
Weekly transaction categorization & reconciliation
(all accounts)
Full A/P & A/R management
Monthly financial reporting & KPI dashboards
Cash flow forecasting & proactive tax planning
Monthly executive advisory sessions
5 hours/year IRS audit support
Out-of-Scope Work: $150/hour
*All pricing packages require a minimum 12-month commitment to ensure consistent support and meaningful results.
Payroll
Payroll Oversight
$500 /month*
Ideal for organizations who already run payroll internally but want expert oversight to reduce errors, ensure compliance, and gain confidence in their payroll processes.
What's included
Pre-payroll review
Error spot checks
Vendor liasion (ADP, Gusto, Paychex)
PTO tracking review
New hire setup support
*Payroll support is available as an add-on service for organizations partnered with us through an active HR package. For standalone pricing, please contact our Business Development team.
**Pricing based on employee size.
Full Payroll Management
Ideal for organizations that needs hands-on payroll execution, multi-state compliance support, and strategic payroll management as they scale, hire frequently or manage complex compensation structures.
$1,100-$2,300 /month**
What's included
Run payroll end-to-end
Timecard audits
PTO accrual tracing
Termination pay calculations
Payroll reporting
Multi-state compliance
Garnishments
Wage audits
Bonus & commission tracking
Year-end W-2/1099 support



