Pricing

Our Plans

Choose a ready-made plan that fits your business today, or design your own with the Freedom Formula.

Part I

Fixed Plans

Ideal for business partners who prefer ready-made options and want to select a plan that fits their needs, no overthinking required.

Core Support

Essential

For business partners who need support with the fundamentals. Ideal for startups and small businesses getting their books in order.

Bank reconciliation
Accounts payable processing
Accounts receivable tracking
Monthly financial summaries
Dedicated Junior Accountant VP

Get Started

Structured Financials

Plus

For those who need more than the basics: structured, accurate, and timely financial tracking using the accrual method.

Everything in Essential
Accrual-based accounting
Expense categorization & reporting
Cash flow monitoring
Dedicated Senior Accountant VP

Get Started

Premier

Designed for businesses with growing complexity that require detailed financial oversight, customized reporting, and streamlined processes.

Everything in Plus
Customized financial reporting
Budget vs. actuals tracking
Multi-entity support
Dedicated Accounting Manager VP

Get Started

Strategic Finance

Premier Plus

Perfect for business partners ready to level up with premium financial strategy, forecasting, and decision-making support.

Everything in Premier
Financial forecasting & modeling
KPI dashboards
Executive-level reporting
Dedicated Finance Director VP

Get Started

All plans include a dedicated pre-screened Virtual Professional. Contact us for custom pricing.

Part II

The Freedom Formula

Fully Customizable

Our flexible, customizable plan, perfect for business partners who need a little bit of everything, or a tailored solution based on their specific requirements.

Mix and match roles, hours, and scope. Whether you need a part-time bookkeeper and a tax accountant during tax season, or a full finance team on demand, the Freedom Formula is designed around your business, not a template.

Design Your Plan

What You Can Include

Any combination of the 17+ VP roles

Custom hours and availability windows

Multi-role or team-based engagements

Seasonal surge support (tax season, year-end)

Project-based engagements

Dedicated account manager oversight

Not Sure Which Plan Is Right?

Tell us about your business and we’ll recommend the best fit.

Talk to Us