Essentials
$500/mo
For solo owners and simple service businesses.
- Up to 2 bank and card accounts
- Up to 100 transactions per month
- Everything included in every plan
- Email support within 2 business days
Most bookkeepers record transactions. I spent eight years running month-end close, reporting, payroll, and compliance as a controller. Your books get that same standard, at a small-business price.
Priced by how complex your books are. Month-to-month, cancel with 30 days notice.
For solo owners and simple service businesses.
For established businesses with payroll.
For businesses that want reporting and a monthly check-in.
For multiple entities, inventory, or high volume.
Need payroll run, not just reconciled? Payroll processing is available as an add-on from $200/mo. See add-on pricing
If your books are behind or out of structure, we start with a fixed-price cleanup quoted after a diagnostic. Monthly service picks up once every account is reconciled.
See how cleanup works →As your business grows, the same person who knows your books can step up to run your finances. Financial Foundation, Fractional Controller, and Fractional CFO engagements build on the same clean books, with no new onboarding and no one new learning your business.
Based in Santa Barbara, serving Goleta, Montecito, Carpinteria, and clients nationwide.
A 15-minute call to look at your books and tell you which plan fits.
Schedule a call →