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Bookkeeping Pricing & Fractional CFO Cost
A cost guide to what a bookkeeper costs, how bookkeeping pricing is set, and what a fractional CFO costs — with our published tiers. No hidden fees, no long-term contracts.
Serving small businesses, professional services firms, and multi-entity families across the Dallas–Fort Worth metroplex with month-to-month outsourced bookkeeping, controller oversight, and fractional CFO advisory in QuickBooks Online.
How much does a bookkeeper cost?
A full-time in-house bookkeeper typically costs $55K–$85K a year in the Dallas–Fort Worth market, before software seats, training, and supervision. Outsourced monthly bookkeeping with us starts at $750/month on the Clarity tier ($750–$1,250/month), including reconciliations, monthly financial statements, and coordination with your CPA.
What drives bookkeeping pricing
- Monthly transaction volume across bank, credit card, and merchant accounts
- Number of bank accounts, credit cards, and payment processors to reconcile
- Number of legal entities (LLCs, S-corps, holding companies, trusts)
- Industry complexity (inventory, job costing, multi-state, deferred revenue)
- Reporting cadence and depth (basic statements vs. KPI dashboards vs. board packages)
- Advisory frequency (monthly call vs. weekly strategy vs. on-demand CFO access)
Fractional CFO cost
Fractional CFO partnership is our Vision tier at $5,000–$8,000+/month, which includes the bookkeeping and controller review underneath it. A full-time in-house CFO typically runs $180K–$350K+ a year including benefits, bonus, and recruiting. See the fractional CFO cost guide for more detail.
Typical catch-up range
Most catch-up projects run $1,500–$5,000+. You get a fixed quote after your free review. How catch-up bookkeeping works
Clarity
Bookkeeping + Foundational Insight
- Monthly bookkeeping in QBO
- Bank and credit card reconciliations
- Monthly financial statements (P&L, balance sheet, cash flow)
- One advisory call per month
- Cash flow visibility
- Coordination with your CPA
Businesses under $2M in revenue looking for clean, organized books.
Get StartedMomentum
Bookkeeping + Strategic Advisory
- Everything in Clarity
- Controller-level review and QC
- Cash flow forecasting
- Pricing and margin analysis
- KPI dashboard and reporting
- Monthly strategic planning calls
Businesses at $2M–$10M looking for strategic financial oversight.
Get StartedVision
Bookkeeping + CFO Partnership
- Everything in Momentum
- Fractional CFO partnership
- Budgeting and annual planning
- Investor and lender readiness
- Scenario planning and modeling
- Board-ready reporting
- Unlimited advisory access
Businesses at $5M–$20M+ or multi-entity families needing full financial leadership.
Get StartedFees shown are averages based on an individual business entity. All fees will be assessed during the free assessment period.
Fractional controller services
When transactions are being recorded but no senior reviewer owns the month-end close or reviews the bookkeeping, controller-level oversight adds that review layer. A fractional controller sits between monthly bookkeeping and fractional CFO advisory: the controller owns the close and reporting; the CFO uses those reviewed numbers for forecasts and decisions.
We can review the books your team keeps, or keep them ourselves and add the controller layer on top. The work brings together a defined close calendar, reviewed reconciliations, and a reporting package of monthly financial statements, variance commentary, and KPIs.
- Monthly close ownership — running the close on a defined calendar and reviewing it before statements go out
- Reconciliations — bank, credit card, merchant, loan, and intercompany balances reconciled and reviewed every month
- Management reporting — monthly financial statements with variance commentary and KPIs your team and advisors can rely on
Controller engagements are scoped on a Financial Alignment Call.
Add-On Services
Catch-Up / Cleanup Bookkeeping
One-time project. You get a fixed quote after your free review.
Multi-Entity Add-On
Per additional entity per month
Family Office / Personal CFO
Scoped based on family complexity and entity count
Fractional vs. In-House: Annual Cost
A fractional model delivers controller and CFO-level oversight at a fraction of the cost of building an in-house finance team — without the recruiting, benefits, turnover, or supervision burden.
| Role | Annual Cost |
|---|---|
| Full-time in-house CFO | $180K–$350K+/year |
| Full-time controller | $110K–$180K/year |
| Full-time bookkeeper | $55K–$85K/year |
| The Aligned Ledger (Vision tier) | $60K–$96K/year |
In-house salary ranges based on Robert Half and BLS data for the Dallas–Fort Worth market. The Aligned Ledger range reflects $5K–$8K/month Vision-tier engagements.
More cost guides
For deeper benchmarks, see our guides on monthly bookkeeping cost, fractional CFO cost, and catch-up bookkeeping.
Pricing FAQ
How much does a bookkeeper cost?
A full-time in-house bookkeeper typically costs $55K–$85K per year plus software seats, training, and supervision. Our monthly bookkeeping starts at $750/month (Clarity tier, $750–$1,250/month). Every engagement starts with a free Financial Checkup, so we can see where your business falls and quote it exactly.
How much does bookkeeping cost?
Bookkeeping services start at $750/month for our Clarity tier. Pricing depends on transaction volume, number of bank accounts, and complexity. Every engagement starts with a free Financial Checkup, so we can see where your business falls and quote it exactly.
How much does a fractional CFO cost?
Our fractional CFO services (Vision tier) range from $5,000–$8,000+/month. This is typically 30–50% the cost of a full-time CFO, which averages $180K–$350K+ per year including benefits.
Do you offer fractional controller services?
Yes. We can review the books your team keeps, or keep them ourselves and add the controller layer on top. A fractional controller owns the month-end close, reviews reconciliations and the balance sheet, and prepares monthly financial statements with variance commentary and KPIs. Controller engagements are scoped on a Financial Alignment Call.
Are there long-term contracts?
No. All engagements are month-to-month after the initial onboarding period. We earn your business every month through results.
What is the free Financial Checkup?
The Financial Checkup is a free, 2-minute assessment that shows where your business falls across our tiers. From there, the Financial Alignment Call reviews your current financial state, challenges, and goals so we can recommend the right tier and quote it exactly. No obligation, no pressure.
Do fees cover tax preparation?
No. We handle bookkeeping, financial reporting, and advisory — not tax preparation or filing. We coordinate with your CPA to ensure a seamless handoff at tax time.
How much does multi-entity bookkeeping cost?
Most additional entities run $500–$1,500/month on top of your primary tier, depending on transaction volume and whether consolidated reporting is required. Families with 4+ entities typically move to a custom family office scope.
How much does catch-up or cleanup bookkeeping cost?
Most catch-up projects run $1,500–$5,000+. You get a fixed quote after your free review. Scope depends on the number of months behind, account complexity, and document availability.
Do you serve businesses outside Dallas–Fort Worth?
Our advisory model is fully remote, and we serve clients across Texas and the United States. Local in-person meetings are available throughout DFW, including Dallas, Plano, Frisco, McKinney, Allen, Southlake, Colleyville, and Fort Worth.
What software do you use?
We standardize on QuickBooks Online with supporting tools like Ramp, Bill.com, Gusto (for payroll review only), and Fathom or Reach Reporting for KPI dashboards. We do not run payroll or pay bills on your behalf.
Can I upgrade or downgrade tiers later?
Yes. Most clients start in Clarity or Momentum and graduate to Vision as revenue grows. Tier changes take effect the following month.
Not sure which tier is right?
Schedule a free Financial Alignment Call. We'll assess your needs and recommend the right fit — no obligation.
Schedule Your Free Assessment