Pricing
What It Costs
Five categories, each priced on the unit that tracks the work, each under the same three postures. Every figure we charge is on this page. No setup fee if your books are current.
Every price, one screen
At a Glance
Read across for the three ways to engage us, down for what you need. The columns are about who owns the work — all yours, shared, or all ours — never who signs off, which is always your management. Each row links to its full table below.
| Category | ReviewReview · You have the processAll of the work is yours. We read what your team prepared and write back; we prepare nothing. | With YouWith You · You are short-handedThe work is shared, inside your process: part of it is your team's and part of it is ours, and your team signs off as we go. | For YouFor You · You have no in-house functionAll of the work is ours. We run the whole function and bring it to your management, finished, to sign off. |
|---|---|---|---|
| Stakeholder Reportingper package issued | $249 | $499 | $749 |
| Selling Your Company · Audit Readinessper entity | Freenormally $1,499through December 31, 2026 | Introductory$4,999normally $7,499through December 31, 2026 | Full Internal Auditscoped in the letter |
| Advisory & Analyticsper client, per month | from $299Standing level | from $599Standing level | from $1,199Standing level |
| The Booksper entity, per month | from $199Light band | from $399Light band | from $799Light band |
More than one entity, books that are behind and the published discounts are in the terms below. Your own shape, with the taper and the discounts applied, is in the estimator.
Stakeholder Reporting
Per package issuedHow packages are countedA monthly lender is twelve packages a year; a quarterly investor is four; a board that meets six times is six. Nothing is billed in a month with no package, and a re-issue when a late entry moves a number they already hold is inside the price. The monthly management package is a package too: The Books’ price covers the books, and every package is priced separately.
Management, your bank, your investors and your board each get the right package on their calendar — and the numbers in it hold up when somebody checks. What it includes →
| Row | ReviewReview · You have the processAll yours — your team prepares the package; we read it before it goes and say what we would change. | With YouWith You · You are short-handedShared — we prepare each package from your closed books; your team checks it, approves it and sends it, inside your own process. | For YouFor You · You have no in-house functionAll ours — we prepare each package and, once your management has signed it off, send it as that party's point of contact. |
|---|---|---|---|
| Any Reporting PackageAny Reporting PackageOne price for every kind. The covenant-compliance and borrowing-base certificates are computed and checked inside the lender package, and the signature on a certificate is your officer’s.management, lender, investor, board | $249 | $499 | $749 |
What goes into Stakeholder Reporting, and who does it at each posture
| The work | Review | With You | For You |
|---|---|---|---|
| Assemble the package from the closed books, with commentary a non-accountant can read | You | Us | Us |
| Compute and check the covenant and borrowing-base certificates before an officer signs | You | Us | Us |
| Read the package before it goes and say what we would change | Us | — | — |
| Check and approve the package | You | You | You |
| Send it on that party's calendar, and field their questions | You | You | Us |
| Re-issue when a late entry moves a number they already hold | You | Us | Us |
| Run the request list for a lender's annual review or an investor's round | You | Us | Us |
| Your officer signs the certificate; management signs off the package | You | You | You |
The final sign-off is your management’s on every posture; we never sign off on the books or on any engagement.
Selling Your Company · Audit Readiness
One price list, two names
The same preparation, asked for by a buyer or by an auditor: the schedules, the evidence and the answers, in the state they will ask for them. A company facing both pays for the Full Internal Audit once. Selling → · Audit →
| Row | ReviewReview · You have the processSelling Your Company. All yours — the Gap Review: we look, we write down what a buyer will find, and we prepare nothing.Audit Readiness. All yours — the Gap Review: we look, we write down what the auditor will find, and we prepare nothing. | With YouWith You · You are short-handedSelling Your Company. Shared — we build the diligence package and run the request list; your team fetches what we ask for and approves what goes out.Audit Readiness. Shared — we build the schedules and the evidence file and run the request list; your team fetches the evidence and approves what goes to the auditor. | For YouFor You · You have no in-house functionSelling Your Company. All ours — we build it, fetch it, and answer the buyer's analysts directly as their point of contact; what reaches the buyer is what your management has signed off.Audit Readiness. All ours — we build it, fetch it, and are the auditor's point of contact through fieldwork; the representations are management's, and so is the sign-off. |
|---|---|---|---|
| Gap ReviewGap Reviewper entity, once — what they will ask for, what is missing, what it would take, in writing. Priced at $1,499; no charge for a limited time, through December 31, 2026per entity, once | Freenormally $1,499through December 31, 2026 | — | — |
| Deal Support · Fieldwork SupportDeal Support · Fieldwork SupportWhile a buyer’s review or an audit runs. A live process is one buyer’s review or one audit; two buyers looking at once are two. The support line ends when the process does. At With You, your team fetches what we ask for and we build. At For You, we fetch and build and are their point of contact, and the Full Internal Audit’s price at that posture is set in the engagement letter rather than here.per live process, per month | — | $1,999 | $3,999 |
| Full Internal AuditFull Internal AuditThe schedules built and tied, prior periods cleaned, the evidence filed under the question it answers. Once scoped, your price is fixed for the engagement, and the multi-entity taper applies to the Full Internal Audit.per entity, once | — | Introductory$4,999normally $7,499through December 31, 2026 | scoped in the letter |
A Full Internal Audit is our own examination of your books, your schedules and your evidence, on your side of the table, so that the independent audit or a buyer’s diligence finds what it needs. It is not the audit itself — an audit, a review or a compilation is an attest engagement and comes from your independent accountants; we get you ready for it and support you through it, and we do not perform it.
Gap Review is free
normally $1,499 per entity · through December 31, 2026
It is the fastest way to see what your books would say to a buyer or an auditor, and, plainly, a firm that finds the gaps is usually the one asked to close them.
Full Internal Audit is $4,999
normally $7,499 per entity · through December 31, 2026
Once scoped, your price is fixed for the engagement — and the multi-entity taper applies to the Full Internal Audit.
What goes into Selling Your Company, and who does it at each posture
| The work | Review | With You | For You |
|---|---|---|---|
| Write down what a buyer's diligence team will ask for, what is missing, and what it would take | Us | Us | Us |
| Build the diligence package and keep it current: statements, trial balance, ledger detail, agings, reconciliations, fixed assets, the journal listing | You | Us | Us |
| Prepare your own quality-of-earnings analysis: trailing-twelve-month earnings, the net-debt bridge, working capital, customer concentration, related parties | You | Us | Us |
| Fetch the evidence and the documents | You | You | Us |
| File each document in the data room under the question it answers | You | Us | Us |
| Answer the request list while the process runs, and the second list after the first | You | Us | Us |
| Speak to the buyer's analysts | You | You | Us, as their point of contact |
| Approve what goes out; what reaches the buyer is what your management has signed off | You | You | You |
The final sign-off is your management’s on every posture; we never sign off on the books or on any engagement.
What goes into Audit Readiness, and who does it at each posture
| The work | Review | With You | For You |
|---|---|---|---|
| Write down what your auditor will ask for, what is missing, and what it would take | Us | Us | Us |
| Build the supporting schedules and tie them to the ledger: fixed assets, prepaids, accruals, debt, revenue | You | Us | Us |
| Write down the control environment: the documentation, the walkthroughs, the support for management's control attestations | You | Us | Us |
| Fetch the evidence and attach it to the transactions it supports | You | You | Us |
| Prepare, manage and fill the document request list | You | Us | Us |
| Be the audit team's single point of contact through fieldwork | You | You | Us |
| Fix management-letter points in the month they were raised | You | Us | Us |
| Make the representations, and sign off what goes to the auditor | You | You | You |
The final sign-off is your management’s on every posture; we never sign off on the books or on any engagement.
Advisory & Analytics
Per client, per month, by level
A controller's and a CFO's judgement on a standing cadence — what the numbers mean and what to do about them — without hiring for either full-time. What it includes →
| Row | ReviewReview · You have the processAll yours — your team builds the forecast, the budget and the board package; we read them and write back what we would challenge. We are not in the room. | With YouWith You · You are short-handedShared — we build and maintain the forecast, the budget and the metrics; your team supplies the inputs, takes them into the room and owns the decisions. | For YouFor You · You have no in-house functionAll ours — we build the numbers and present them in the room, to your management and your board; the decisions, and the sign-off on what is presented, stay yours. |
|---|---|---|---|
| StandingStandingA monthly cycle: the forecast, the budget and the variance against plan, revisited once a month.a monthly cycle | $299 | $599 | $1,199 |
| ActiveActiveA biweekly cycle: the forecast, the budget and the metrics, with the board conversation prepared each cycle.a biweekly cycle | $749 | $1,499 | $2,999 |
| EngagedEngagedA weekly cycle: the forecast, the budget and the metrics, with the board package prepared for every meeting.a weekly cycle | $1,499 | $2,999 | $5,999 |
| EmbeddedEmbeddedA daily cycle: the numbers kept current every working day, with the forecast, the budget, the metrics and the board package for every meeting, inside the business's own operating rhythm.a daily cycle | $2,249 | $4,499 | $8,999 |
| Budget or Model BuildBudget or Model BuildA Budget or Model Build is $999 — flat, once, across the group. The work is the thinking, and it does not multiply with the org chart.flat, once, across the group | $999 | ||
Read a cell as both axes at once. The level is how often the cycle runs and what it covers; the posture is who builds it and who takes it into the room. Active With You is a biweekly cycle we build and you present; Active For You is the same cycle, presented by us.
What goes into Advisory & Analytics, and who does it at each posture
Reading a cell
| The work | Review | With You | For You |
|---|---|---|---|
| Build the forecast, the budget and the reforecasts | You | Us | Us |
| Define the KPIs and report them, each saying what it is and where it came from | You | Us | Us |
| Maintain the cash-flow forecast and the runway, and look at covenant headroom before the certificate is due | You | Us | Us |
| Pricing, margin and unit-economics work from your own ledger | You | Us | Us |
| Supply the operating inputs | You | You | Us, we fetch what we need |
| Read what was built and write back what we would challenge | Us | — | — |
| Take the numbers into the room and present them | You | You | Us |
| Make the decisions, and sign off what is presented | You | You | You |
The final sign-off is your management’s on every posture; we never sign off on the books or on any engagement.
The Books
Per entity, per month, by sizeHow we size youWe quote your band from your monthly expenses — roughly $400 of expenses per transaction is the rule of thumb — and then we measure. Every quarter, your actual count re-bands you, up or down, from the next month. There is no overage mid-quarter; the band absorbs a busy month.
Full-service bookkeeping through the close: every transaction coded and matched, every balance supported, every month locked on a date you can put in a calendar. What it includes →
| Row | ReviewReview · You have the processAll yours — your team keeps the books and runs the close; we read each month's result and write back what looks wrong and what looks thin. We post nothing. | With YouWith You · You are short-handedShared — we keep the books and run the close as preparer, inside your process; your team supplies what we ask for, reviews each step, and a named person approves. | For YouFor You · You have no in-house functionAll ours — we keep the books and run the close end to end, for a scope named in the engagement letter, and bring your management the closed month to sign off; their signature, never ours. |
|---|---|---|---|
| LightLightUp to 100 transactions a month, quoted from monthly expenses to about $40,000. How we size you is under the heading above.to 100 transactions a month | $199 | $399 | $799 |
| ModerateModerateUp to 300 transactions a month, quoted from monthly expenses to about $120,000. How we size you is under the heading above.to 300 transactions a month | $499 | $999 | $1,999 |
| SubstantialSubstantialUp to 600 transactions a month, quoted from monthly expenses to about $240,000. How we size you is under the heading above.to 600 transactions a month | $999 | $1,999 | $3,999 |
| HeavyHeavyUp to 1,000 transactions a month, quoted from monthly expenses to about $400,000. How we size you is under the heading above.to 1,000 transactions a month | $1,499 | $2,999 | $5,999 |
| Complex CloseComplex CloseAdded to the band’s price, once per entity, at every posture, when any of these applies: deferred revenue, leases, multi-currency, intercompany, inventory.added once, per entity | +$99 | +$199 | +$399 |
| Volume | — over 1,000 transactions a month — is priced in a conversation from your actual count, and never below Heavy. | ||
Under about 100 transactions a month?
The right engagement is usually your books on Automate Accounting with Review from us — $199 a month for a person reading, every month, what your team and the software produced — unless a lender, an investor or an auditor is the reason the books have to be right.The smallest engagementA company that needs a bookkeeper’s close and nothing more is the software’s customer rather than ours, and we would rather say so here than sell you the next row. The software’s pricing is on its own site →
At the Light band, With You costs about what a bookkeeping-only service does — and it runs through the close: every balance supported and every month locked, not just the transactions coded.
What goes into The Books, and who does it at each posture
| The work | Review | With You | For You |
|---|---|---|---|
| Code and match every bank and card transaction to the statement | You | Us | Us |
| Enter and schedule payables; raise, apply and chase receivables | You | Us | Us |
| Bring payroll journals into the ledger and tie them to the provider's reports | You | Us | Us |
| Tie every balance-sheet account to a schedule, a statement or a subledger | You | Us | Us |
| Run accruals, prepaids, depreciation, deferred revenue and debt on schedules | You | Us | Us |
| Explain the P&L movements in sentences and lock the period | You | Us | Us |
| Supply documents and answers when asked | You | You | Us, we fetch |
| Review each step as it happens | You | You, a named person approves | you receive the finished month |
| Read the month's result and write back what looks wrong and what looks thin | Us | — | — |
| Sign off the closed month | You | You | You |
The final sign-off is your management’s on every posture; we never sign off on the books or on any engagement.
The rules that run through every table
Terms
More than one entity
The first entity carries the relationship — the calls, the questions, the context we hold about your business. That does not repeat when you add a subsidiary, so neither does the full price: entity 2 is 80% of the first, entity 3 is 75%, and entity 4 and beyond 70%. The same taper applies to every per-entity row — each band of The Books, and the Full Internal Audit — and to nothing priced per package, per process or per client.
Entity by entity
Past 8 entities we scope it in a conversation rather than off a table — at that size the work stops being a multiple and starts being a structure. See the taper on your own shape in the estimator →
Books that are behind
No onboarding fee if your books are current. Getting you onto the platform and into a working monthly rhythm is not a billable project. We would rather you switch easily than pay us for the privilege — the setup is what makes every month after it cheaper for both of us.
If your books are behind, that is different work and it is priced as its own thing: per entity, for each month we bring current, at your band — a back month at Heavy is not a back month at Light. Each back month is brought current in turn, and then all of them are closed once, as your first live month. Catch-up applies at With You and For You; Review posts no entries and so has no backlog to clear.
Per entity, per back month:Light $269Moderate $699Substantial $1,429Heavy $2,159
Free Catch-up when you pay for a year of The Books in advance — for a limited time, through December 31, 2026. Otherwise, pay for 2 or more months of it up front and take 10% off.
Discounts
How you pay. Autopay takes 3% off, and paying by bank transfer (ACH) rather than by card takes 2%. How long you have been with us. Loyalty takes 1% off for every month you have been a client, up to 5%. All three come off every monthly fee and every one-time fee.
Paying in advance. Pay a year of The Books or Advisory & Analytics in advance, or 2 or more months of catch-up or of Deal or Fieldwork Support, and take 10% off. Packages are billed as they are issued, so they are paid as they go.
Together. The discounts add: a year of The Books paid in advance, by autopay from a bank account, after 5 months with us, is 20% off. Catch-up takes only the 10% for paying up front — and it is free when you pay for a year of The Books in advance, for a limited time, through December 31, 2026.
When we price by conversation
Three cases leave the tables. Volume books, over 1,000 transactions a month, priced from your actual count and never below Heavy. More than 8 entities, scoped in a conversation rather than off a table. And past a certain size in one engagement — Heavy books and Embedded advisory together For You, or three Heavy entities With You — a client that would take most of our week is a conversation about the practice, not a discount schedule.
What these prices do not include
The software is a separate subscription, from a separate company, on its own paper. We do not mark it up, bundle it, or quote it — you buy it directly and we explain why on the platform page. Nor do we file your taxes; we work with whoever does.
How we hold these
These are our list prices and we quote from them. If we discount, it is for a reason we will tell you — the ones above are open to every client — never because you asked twice.
We do not raise a price mid-engagement. If a rate changes at renewal, you hear it at least sixty days before, and a change never applies to work already scoped. A re-band from your quarterly count is not a rate change: it is the band you were always going to be in.
The first conversation is a look at your books and an honest answer about whether we are the right firm.