Pricing
Flat fees. No meter running.
Call us as often as you like. Your price only changes if your business does, and we will tell you before it does.
Monthly plans
Pick the plan that fits today
All plans include a dedicated advisor, a secure client portal and books closed by the 10th.
Essentials
Clean monthly books for owners who file their own taxes or have a preparer.
$450/ month
- Monthly bookkeeping up to 150 transactions
- Bank and card reconciliations
- Monthly P&L and balance sheet
- Year-end package for your tax preparer
- Email support within one business day
Growth
Books, payroll and taxes handled together, with a quarterly review.
$1,150/ month
- Everything in Essentials, up to 400 transactions
- Payroll for up to 15 employees
- Business and owner tax returns
- Quarterly estimated tax calculations
- Quarterly review call
- Q4 tax planning session
CFO
A senior finance partner for companies between $2M and $20M in revenue.
$3,200/ month
- Everything in Growth, unlimited transactions
- Annual budget and monthly variance review
- 13-week cash flow forecast
- Lender and investor packages
- Monthly strategy meeting with a partner
- Board meeting attendance
One-time cleanup for books more than two months behind is quoted separately, typically $900–$3,500.
Compare plans side by side
Every plan is month to month after the first three months.
| Compare plans | Essentials | Growth | CFO |
|---|---|---|---|
| Monthly close by the 10th | |||
| Transactions per month | 150 | 400 | Unlimited |
| Payroll | Add-on $95 | Up to 15 staff | Up to 50 staff |
| Business tax return | — | ||
| Owner 1040 and M1 | Add-on $650 | ||
| Quarterly estimates | — | ||
| Cash flow forecast | — | — | |
| Meetings | On request | Quarterly | Monthly |
| IRS notice support | $350 per notice |
Questions
About fees and contracts
Do you charge for phone calls or emails?
No. Questions are part of the monthly fee. We would rather you ask early than guess.
Is there a long-term contract?
The first three months are a commitment while we clean up and settle in. After that, every plan is month to month with 30 days notice.
What if my transactions go over the limit?
We will tell you if you exceed the limit for two months running and suggest the right plan. We never back-bill.
Can you take over mid-year?
Yes. Most clients join between May and October. We catch up the year so far as part of onboarding.
Do you work with businesses outside Minnesota?
Yes. About a third of our clients have employees or sales in other states. We file in all 50.
Which software do I need?
We work in QuickBooks Online or Xero, with Gusto for payroll. If you are on something else, we will move you across at no charge.
Get a fixed quote in two days
One call, one written proposal, one monthly number.