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CAS Packages
Simple pricing.
Serious value.
Every package starts with clean bookkeeping. Advisory services layer on top to give you the financial clarity your business needs to grow.
Tier 1
Essential
Clean books and a clear picture of where your money goes every month.
$395/mo
Up to 100 transactions/month · billed monthly
Bookkeeping
- Monthly transaction categorization
- Bank & credit card reconciliation
- Monthly P&L, Balance Sheet, Cash Flow
- QuickBooks Online management
- Year-end financials & 1099 prep
Advisory
- Monthly financial summary email
- Monthly review call
- KPI dashboard
- Cash flow forecasting
Most Popular
Tier 2
Growth
Bookkeeping plus monthly strategy sessions to accelerate your growth.
$750/mo
Up to 250 transactions/month · billed monthly
Everything in Essential, plus
- Monthly 60-min financial review call
- KPI dashboard & reporting
- Cash flow forecasting
- Budget creation & variance analysis
- Unlimited email support
- AP/AR tracking
Best for
- Businesses with $200K–$1M+ in revenue
- Teams ready to make data-driven decisions
Tier 3
Advisory
Full-service financial partnership — your fractional CFO, fully engaged.
$1,500/mo
Unlimited transactions · billed monthly
Everything in Growth, plus
- Bi-weekly strategy calls
- Full payroll coordination
- Tax planning & strategy
- Multi-entity bookkeeping support
- Priority 24-hour response
- Custom reporting & dashboards
- Fractional CFO decision support
Best for
- Scaling businesses $1M+ in revenue
- Companies preparing for growth or investment
All packages are month-to-month with 30 days' notice to cancel. Prices may vary with transaction volume. Tax prep billed separately.
Add-Ons
Need something extra?
Add any of these services to your existing package, or as a standalone engagement.
🔄
Catch-Up Bookkeeping
Behind on your books? We'll assess the scope and get you current. Quoted per project.
Custom quote
🧹
Cleanup Bookkeeping
Your books exist but they're a mess. We'll clean up misclassifications and reconcile everything.
Custom quote
📋
Tax Preparation
Personal (from $275) and business returns (from $850). Bookkeeping clients get a discount.
From $275
📑
Payroll Processing
We coordinate payroll through your existing provider or set up a new one. Priced by headcount.
From $75/month
Compare Plans
Side by side.
| Feature | Essential | Growth | Advisory |
|---|---|---|---|
| Monthly bookkeeping | ✓ | ✓ | ✓ |
| QuickBooks Online | ✓ | ✓ | ✓ |
| Monthly financial reports | ✓ | ✓ | ✓ |
| Monthly summary email | ✓ | ✓ | ✓ |
| Monthly review call | — | ✓ | ✓ |
| KPI dashboard | — | ✓ | ✓ |
| Cash flow forecasting | — | ✓ | ✓ |
| AP/AR tracking | — | ✓ | ✓ |
| Tax planning | — | — | ✓ |
| Payroll coordination | — | — | ✓ |
| Fractional CFO support | — | — | ✓ |
| Response time | 48 hrs | 24 hrs | Same day |
| Monthly price | $395 | $750 | $1,500 |
Not sure which plan fits?
Schedule a free call and we'll tell you honestly which tier makes sense for your business — or if you just need bookkeeping for now.
Book a Free Call →
📞 (305) 340-3099