Transparent Pricing

    Scalable support from clean books to full CFO partnership. No hidden fees, no long-term contracts. Every engagement starts with a free assessment.

    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.

    Clarity

    Bookkeeping + Foundational Insight

    $750–$1,250per month
    • 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.

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    Most Popular

    Momentum

    Bookkeeping + Strategic Advisory

    $2,000–$3,500per month
    • 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.

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    Vision

    Bookkeeping + CFO Partnership

    $5,000–$8,000+per month
    • 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.

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    Fees shown are averages based on an individual business entity. All fees will be assessed during the free assessment period.

    Add-On Services

    Catch-Up / Cleanup Bookkeeping

    One-time project fee based on backlog

    $1,500–$5,000+

    Multi-Entity Add-On

    Per additional entity per month

    $500–$1,500/entity

    Family Office / Personal CFO

    Scoped based on family complexity and entity count

    Custom

    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.

    RoleAnnual 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.

    What Drives Your Monthly Fee

    • 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)

    For deeper benchmarks, see our guides on monthly bookkeeping cost, fractional CFO cost, and catch-up bookkeeping.

    Pricing FAQ

    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. We provide a custom quote after a free assessment.

    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.

    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's included in the free assessment?

    During the Financial Alignment Call, we review your current financial state, discuss your challenges and goals, and recommend the right tier and scope. 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?

    One-time catch-up projects range from $1,500 to $5,000+, priced by the number of months behind, account complexity, and document availability. We quote a fixed fee after a free assessment.

    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