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PRICING OVERVIEW

If you’re like us, we always check the price! But keep in mind—the needs of your practice are unique to you and when companies have off-the-shelf pricing that doesn’t adapt to those needs, the imbalance favors them not you.

Owner Daniel Richards, explains our pricing

OUR PRICING

CFO CONSULTING ONLY

  • Robust reporting package
  • Monthly CFO review
  • Cloud-based analytics dashboard
  • Unlimited phone/email/chat

STARTS AT $1,750/MO

GET STARTED

BOOKS & RECORDS + CFO CONSULTING

Includes all of previous package plus:
  • Full-charge bookkeeping
  • Payroll, time-tracking, PTO, payables, expense management
  • Monthly in-depth financial & operational review

STARTS AT $2,450/MO

GET STARTED

FULL CONCIERGE

Includes all of previous package plus:

 

  • Dedicated bookkeeper
  • Controller review & analysis
  • Full HR support
  • Weekly cash-flow projection reports
  • Quarterly strategic planning with CFO
  • Recommended for 3+ location practice

 

STARTS AT $5,000/MO

GET STARTED
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