Accounting support for CPA firms and growing businesses across the USA & Canada
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Pricing

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.

For CPA & accounting firms

Reserved accounting capacity, priced simply

Every engagement starts with a defined 7-day pilot.

Fixed prices in US dollars (USD), excluding applicable taxes.

Start with a controlled 7-day pilotA defined pilot for one account or workstream (up to 10 working hours). No direct client communication, filing or professional sign-off. Subject to secure access and availability.

Part-Time Accounting Professional

Flexible support for smaller firms, seasonal volume or defined recurring workstreams.

$1,099/month

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
Request a Pilot

Senior Accounting Professional

Senior support for complex closes, reporting, review, tax workpapers and coordination.

$2,999/month

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
Request a Senior Professional

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.

Design My Pod

Add-on services

Starting prices. Final pricing depends on complexity and the condition of records.

Tax Preparation Support

From $75

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

From $500

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

From $899/mo

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
Service-capacity statement. Pricing represents reserved monthly capacity, not unlimited output. Work volume depends on complexity, quality of source documentation, systems, review requirements, turnaround expectations and client responsiveness. Unused hours do not roll forward unless agreed in writing. Final tax, assurance, advisory and regulated professional responsibility remains with the client firm and its licensed professionals. Prices are fixed in the displayed billing currency and exclude applicable taxes.
For businesses

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.