Simple pricing for firms. Custom quotes for businesses.
Fixed monthly capacity for CPA and accounting firms, and pricing built around your accounting needs for businesses.
Reserved accounting capacity, priced simply
Every engagement starts with a defined 7-day pilot.
Fixed prices in US dollars (USD), excluding applicable taxes.
Part-Time Accounting Professional
Flexible support for smaller firms, seasonal volume or defined recurring workstreams.
Up to 80 scheduled hours, fixed monthly
- Assigned accounting professional
- Bookkeeping and transaction review
- Bank and credit-card reconciliations
- AP/AR support
- Month-end schedules
- Weekly status report
- White-label workflow with supervisor escalation
Dedicated Accounting Professional
Full-time reserved capacity for firms that need a dependable extension of their team.
Up to 160 scheduled hours, fixed monthly
- Dedicated accounting professional
- Bookkeeping, cleanup and reconciliations
- Balance-sheet reconciliations
- AP/AR processing support
- Month-end close assistance
- Payroll journal support
- Documented SOPs and weekly reporting
- Agreed time-zone overlap and backup planning
Senior Accounting Professional
Senior support for complex closes, reporting, review, tax workpapers and coordination.
Up to 160 scheduled hours, fixed monthly
- Senior assigned professional
- Month-end close ownership support
- Complex reconciliations, accruals and JEs
- Management reporting and variance schedules
- Tax workpaper and audit-prep support
- Review of junior bookkeeping output
- Direct communication with your internal team
Custom Pod
A structured team combining bookkeeping, senior review, practice administration and workflow management, with a central point of contact, capacity planning, QC workflow and backup continuity.
Add-on services
Starting prices. Final pricing depends on complexity and the condition of records.
Tax Preparation Support
Individual from $75; partnership from $250; S-Corp from $300; C-Corp from $350. Canada T1 from C$100, T2 from C$450. Preparation support only; your firm retains final review and filing responsibility.
Cleanup & Catch-Up
Scoped by number of months, transaction volume, accounts, payroll and sales-tax/GST complexity, quality of records and number of entities. Quoted after a short assessment.
Practice Administration
Part-time admin (80 hrs) from $899/mo; dedicated admin (160 hrs) from $1,499/mo. Onboarding coordination, CRM and workflow updates, engagement-letter admin, inbox and calendar support.
What is included
- Assigned professional and agreed monthly capacity
- White-label workflow in your approved software
- Weekly reporting and documented responsibilities
- Supervisor escalation and agreed channels
- Standard onboarding
Priced separately
- Software licences; overtime or weekend coverage
- Additional time-zone coverage; complex historical cleanup
- Multi-entity consolidation; tax research
- Client-facing meetings; specialised audit support
- Sales-tax registrations; CRA/IRS correspondence; travel
Payment terms
- Monthly fees invoiced in advance
- Pilot scope agreed before access is provided
- First paid month begins after pilot approval
- 7-day payment period; work may pause for overdue invoices
- 30-day cancellation notice after the initial 3-month term
Pricing built around your business
Custom Accounting Support
Every business has different accounting requirements. Pricing is based on transaction volume, number of accounts, entities, payroll requirements, reporting needs and accounting complexity.
Free assessment. No obligation. Fixed monthly price before any work begins.
What shapes your quote
- Transaction volume
- Number of bank and card accounts
- Number of entities
- Payroll requirements
- Reporting needs
- Accounting complexity
Need a number for your situation?
Tell us what you need and we'll send a quote within one business day.
