Plans & Pricing
Plans & Pricing, Sized to Your Business
Know the price before we talk. One monthly fee covers the people, the Controller oversight and the software, scaled to your annual revenue. Compare it to hiring those roles yourself.
Estimate your price
How it’s calculated: Core is 1% of annual revenue per year (minimum $1,650/mo). Advanced is 1.5% per year (minimum $2,500/mo). Billed monthly. Above $10M, every plan is quoted individually.
Under $3M in Tennessee? Qualifying businesses get Advanced Accounting — all four pillars — for $2,000/month for the first six months.See if you qualify
Core Accounting
Starting at$2,500/moEstimate at $3,000,000 revenue
Clean, accurate books every month, bills paid, invoices sent, and nothing slipping through the cracks.
Pillars: Money in · Money out · What it means
- A Dedicated Team of Bookkeepers
- Controller Oversight of Month-End Close
- Month End Close by the 25th
- Accounting Tech Stack ($375/mo. Value!)
Best for businesses that need clean books and routine financial management, without advanced reporting.
All four pillars
Advanced Accounting
Starting at$3,750/moEstimate at $3,000,000 revenue
We run all four parts of your money, like a well-managed accounting department.
Pillars: Money in · Money out · What’s ahead · What it means
Everything in Core, plus:
- A Dedicated Controller
- Advanced Reporting
- Annual Budget & Cash Management
- Month End Close by the 15th
Ideal for growing companies with higher transaction volume, multiple systems or a need for deeper reporting.
Pricing indication only. Your official quote may vary with transaction volume and complexity. Discounts available.
A one-time implementation fee covers setup, typically twice the monthly fee. How it works
The four pillars: Money in (billing, receivables and collections); Money out (vendor approvals and bills paid on time); What’s ahead (cash-flow forecasts, budgets and scenarios); What it means (books, reporting and kpis).
The four pillars
What each plan runs
How the plans cover each part of the money.
| Pillar | CoreFrom $1,650/mo | AdvancedFrom $2,500/mo · All four pillars |
|---|---|---|
| Money inBilling, receivables and collections | Weekly invoicing (up to 10 a week), overdue follow-up monthly | Unlimited invoices, ongoing follow-up and custom collection support |
| Money outVendor approvals and bills paid on time | Weekly bill run (up to 10 bills a week) | Unlimited bills, cash & liquidity management |
| What’s aheadCash-flow forecasts, budgets and scenarios | Not included in Core | Annual budget, custom models, cash management |
| What it meansBooks, reporting and KPIs | Books closed by the 25th, Controller-reviewed | Books closed by the 15th, custom management reports |
| FoundationYour Accountable Team | Dedicated team, Controller review of every close | Dedicated team and a dedicated Controller |
You approve. We execute. Your Controller reviews every payment.
Who does what
What’s the difference?
Bookkeeper
Focused on day-to-day accounting operations
Responsible for:
- Transaction Processing
- Invoicing/Billing
- Check Runs and Payments
- Bank and Account Reconciliations
- Sales Tax Support
- Assisting with Month-End Close
Controller
Develops and leads improvements to financial operations
Responsible for:
- Managing Accounting Team
- Quality Assurance
- Month-End Close Oversight
- Audit Support
- Management Reporting
- Budget Support & Variance Reporting
- Trend Analysis
- Systems Design & Implementation
- Internal Controls
Every feature
Compare Plans
| Feature | Core Accounting | Advanced Accounting |
|---|---|---|
| Team | ||
| Dedicated Virtual Accounting Team | Included | Included |
| Controller Review of Month-End | Included | Included |
| Dedicated Controller | Not included | Included |
| General Bookkeeping | ||
| Transaction Volume | < 300 transactions per month | Unlimited transactions per month |
| Month-End Close | Close by 25th | Close by 15th |
| Categorize Transactions Weekly | Included | Included |
| Monthly Bank Account Reconciliations | Included | Included |
| Adjusting/Accrual entries | Included | Included |
| Historical Data Clean-Up | Additional fee | Additional fee |
| Pull wage & liability reports from your HR/pay provider | Included | Included |
| Review wage liabilities and record them in the accounting system | Included | Included |
| Accounts Payable | ||
| Weekly Bill Entry & Pay (in Bill.com or QBO) | Included | Included |
| Number of Bills per weekly A/P Run | <10 bills per week | Unlimited bills per week |
| Provide AP Aging Report | Included | Included |
| Vendor Management | Included | Included |
| W-9 Collection/1099 Tracking | Included | Included |
| Accounts Receivable | ||
| Record Cash Receipts in Accounting System Weekly | Included | Included |
| Number of Manual Invoices sent out per weekly A/R run | <10 invoices per week | Unlimited invoices per week |
| Provide AR Aging Report | Included | Included |
| Follow up on overdue invoices | Monthly | Included |
| Custom A/R Collection Support | Not included | Included |
| Reporting | ||
| Prepare, Remit, and Distribute 1096/1099 Forms Annually | Additional fee | Additional fee |
| Standard Monthly Financial Report Package (Financial Statements, Aging Reports) | Included | Included |
| Budget & Variance Reporting | Included | Included |
| Customized Management Report Package | Not included | Included |
| Project Tracking & Reporting | Not included | Included |
| Classes Tracking & Reporting | Not included | Included |
| Creation of Annual Budget | Not included | Included |
| Data Entry for Custom Models/Reports | Not included | Included |
| Tax | ||
| Sales Tax Tracking, Reporting, Remitting | 1 state | Unlimited states |
| Year-End Tax-Ready CPA Package | Included | Included |
| Tax Support/Coordination with CPA | Additional fee | Included |
| Audit/Financial Review | ||
| Audit Support/Coordination - from Accounting team | 5 hours annually | 10 hours annually |
| Audit Support/Coordination - from Controller | 5 hours annually | 10 hours annually |
| Additional Hours | Additional fee | Additional fee |
| Meetings | ||
| Monthly Financial Management Meeting with Controller | Included | Included |
| Board Meeting Attendance & Presentations - Controller | Not included | Included |
| Additional Meetings | Additional fee | Additional fee |
| Technology | ||
| QuickBooks Online Subscription Fee Covered by Accountable | Included | Included |
| Custom forwarding email address for receipts/invoices | Included | Included |
| Bill.com Service fee ($90/month value) | Included | Included |
| Accounting Technology & Systems Advisory | Included | Included |
| Advanced Reporting Software | Not included | Included |
| Cash Management | ||
| Cash & Liquidity Management | Not included | Included |
| Payments & Collections | Not included | Included |
| Treasury Reporting | Not included | Included |
| Strategic Leadership | ||
| Internal Controls | Not included | Included |
$ Additional fees apply
Questions
Frequently Asked Questions
What is the cost to get started?
In addition to our monthly fee, we require a one-time implementation fee for setup, covering data migration, software integrations and getting your systems ready. It’s typically twice your monthly fee.
Implementation fee = (Monthly fee x 2)
*This fee varies for each client.
How is my price calculated?
A percentage of your annual revenue per year, billed monthly. Core is 1% (minimum $1,650/mo). Advanced, all four pillars, is 1.5% (minimum $2,500/mo). Above $10M in revenue, every business is quoted individually.
Pricing indication only. Your official quote may vary with transaction volume and complexity. Discounts available.
Do you hold or move my money?
We manage payments and collections, but never hold or take custody of your funds. You approve. We execute. Your Controller reviews every payment.
How does billing work?
A monthly subscription, billed in advance and due by the 1st. Your fee is based on company size and the scope in your Service Agreement.
ACH is free; credit cards incur a 3% processing fee. We collect your payment information securely at sign-up.
Work outside that scope may be billed separately, hourly or by retainer, and we’ll agree on any added fees with you in advance.
What happens if I cancel my plan?
We’re removed as your Accountant on file in QuickBooks Online, but your QuickBooks account stays active. To keep your records, you’ll pay QuickBooks directly. We won’t delete your data.
Do I still need in-house accounting staff?
It’s up to you! We can be your complete virtual accounting department, or you can keep some functions in-house. We just need a point of contact on your staff, no accounting skills required.
Is support included? Can I ask questions?
Yes! Support is included in all plans, within the scope of your service agreement. Ask us about your accounting, reports, transactions and the processes we manage. We aim to respond within 2 business hours.
What if I don’t need all of the services listed?
The estimate is a starting point. Your official quote reflects the services you need, your transaction volume and your complexity. Discounts are available.
What if I need a service not listed?
One size doesn’t fit all. We can usually accommodate specific needs, and add-on services are listed below.
Add-ons
Add-On Services
Board Meeting Attendance & Presentations
We join your board or finance committee meetings and provide financial insight. Priced by meeting frequency, duration and presentation needs.
Get Started with Board Meeting Attendance & PresentationsInventory Management
Track inventory, understand cost of goods sold and buy smarter, with everything accurately recorded in your books.
Get Started with Inventory ManagementHistorical Data Clean-Up
Books incomplete or messy? We’ll clean them up and get your financials accurate and up to date.
Get Started with Historical Data Clean-UpA/R Collection Support
Late payments hurting cash flow? We’ll call and email your customers like an in-house A/R team, so you can avoid a collections agency.
Get Started with A/R Collection Support
Questions About Pricing?
Ask us anything about our plans and we’ll get back to you.
Let’s meet. Your team is ready when you are.
Not sure which plan fits?
Book a free consultation. We’ll look at how money moves through your business and give you a price estimate.