Essential
Flat monthly fee$200/ month
Under $250K in annual revenue.
- All bookkeeping and reporting included
- No per-account or per-line fees
Bookkeeping, reporting, and a real accountant
One monthly price.
Your books, handled.
Your annual revenue sets the plan. Every plan includes daily bookkeeping, full reporting, and a dedicated accountant.
Growth
Flat monthly fee$500/ month
$250K to $1M in annual revenue.
- All bookkeeping and reporting included
- No per-account or per-line fees
Scale
Scoped togetherCustom
Over $1M in annual revenue.
- Scope and monthly price agreed together
- From $55 per active account + $0.60 per posted ledger line
No setup or seat fees, with month-to-month service.
Explore the demoThe whole service.
On every plan.
Essential and Growth have the same features, with no per-account or per-line fees. Tax and other separately scoped services are optional.
- Transactions categorized and posted every business day
- A dedicated accountant and answers about your books
- P&L, balance sheet, cash flow, general ledger, and aging reports
- Runway, burn, margins, classes, and tags
- Unlimited user seats and financial accounts
- Unlimited ads, analytics, and CRM connections
Add what you need.
Tax, credits, and compliance from the same firm that keeps the books. Add any of these on any plan, or none of them.
Federal and state tax returns, prepared and filed
C-corp, S-corp, partnership, or single-member LLC. Federal, one state, and K-1s where relevant.
From $1,499 / yr
R&D tax credit study, filed with your return
We identify the qualifying work, build the documentation, and file Form 6765 with the payroll tax election. The fee is set by your estimated credit: $5,000 flat under $50,000, and 10% of the credit at $50,000 and above.
From $5,000
Sales tax registration and filing
Nexus review, registration, and the recurring return in each state where you have an obligation.
From $99 / mo per jurisdiction
Tax strategy
Entity structure, owner compensation, and timing decisions worked through before the year closes rather than at filing.
Scoped
Multi-entity consolidation
Consolidated statements across entities, with intercompany eliminations.
Scoped
An introduction to a fractional CFO
We do not sell CFO advisory. We keep a network of independent fractional CFOs, and we will introduce you to a few so you can pick one yourself. The introduction costs nothing and we take nothing from it.
$0
Over $1M in revenue? Explore a Scale estimate
Estimate Scale before you talk to anyone.
Past a million in revenue the books stop fitting a band. Entities, payroll, inventory, and multi-currency each change what the month takes, so we scope it with you instead of guessing at it.
Two numbers set the basis: the financial accounts that had activity that month, and the general ledger lines we post. Move the sliders to see roughly where you land, then book a call and we price the real thing.
Book a 20-minute call12
Banks, cards, crypto wallets, and processors like Stripe. Counted only in a month they had activity.
1,500
Lines posted to your books each month, not transactions. A journal entry with five lines counts as five.
Your estimate, per month
$1,560/ mo
12 active financial accounts at $55, plus 1,500 general ledger lines at $0.60. An estimate, not a quote.
Pricing questions, answered.
Your accountant is accountable for your books and answers questions about them. Before you start, we agree on the contact rhythm. If you need recurring operating meetings or hands-on coordination with your team, tell us during the call so the owner, cadence, and scope are clear in the proposal.
There are two flat monthly plans and a scoped third. Essential is $200 a month under $250K in annual revenue. Growth is $500 a month from $250K to $1M in revenue. Over $1M in revenue we price on the work required, using $55 per financial account with activity that month plus $0.60 per posted general ledger line as the basis. Daily bookkeeping, your P&L, balance sheet, and cash flow, a dedicated accountant, and every user seat are included on all three.
Size, not features. Nothing in the product is held behind Growth. Essential covers companies under $250K in annual revenue. At $250K to $1M the price is $500 instead of $200. Both plans include the same daily bookkeeping, the same reporting, the same accountant, and the same unlimited seats and data connections.
A bank account, a credit or debit card, a crypto wallet, or a payment processor such as Stripe, PayPal, or Shopify. An account counts in a given month only if it had activity that month, so an account that sat quiet is not billed on Scale. Financial account count does not change either flat plan. Connections that are not financial accounts, meaning your ads, analytics, and CRM tools, are unlimited and never counted.
$200 a month, on Essential. Your annual revenue sets the flat plan, regardless of how many financial accounts you connect.
No. On either flat plan the fee is the fee, whatever your volume does that month. A heavy December costs the same as a quiet February. The per-account and per-line rates apply only on Scale, above $1M in revenue, where the work varies enough that a single flat number would be wrong for most companies.
One line of one posted entry, as it appears in your general ledger, not one transaction. A journal entry with five lines is five lines, so $3.00. A simple expense that posts a debit and a credit is two lines. We count the lines we post, so lines you or your team enter directly are not billed.
Crossing $250K in annual revenue moves you from Essential to Growth. Crossing $1M in revenue moves you onto Scale, which is scoped on a call rather than set by an automatic rate. We tell you before the price changes, so you hear it from us rather than from an invoice.
No, and we will not pretend otherwise. We keep the books, run the reporting, and file the returns. When you want a fractional CFO we introduce you to several independent ones from our partner network so you can choose for yourself. The introduction is free and we take no fee or revenue share from it, which is the point: we have no reason to steer you to one over another.
Tax filing is an add-on from $1,499 per year, covering federal, one state, and K-1s where relevant. R&D credit work is $5,000 flat when the estimated credit is under $50,000, and 10% of the credit at $50,000 and above. Sales tax filing starts at $99 per month per jurisdiction. Tax strategy and multi-entity consolidation are scoped. These are the same add-on prices on every plan.
Median includes the ledger and reporting platform, so if you move your books here you may no longer need a separate QuickBooks subscription. Any software you choose to keep remains a separate cost, so include it when you compare providers.
No. Add your cofounder, your investors, and your tax preparer at no cost. Seats are $0 on every plan.
Yes, at any time and not only on the way out. You can export the full general ledger, the transaction detail, and every statement in a format your next accountant can open. Your own books are not something we hold over you.
Ready to hand off the books?
Create an account, see your price, subscribe, then connect your accounts. We agree the migration and cleanup timeline with you.