Pricing
Monthly pricing. No hourly billing. No surprises.
Priced on the complexity of your business: entities, transaction volume, locations. Not on transactions processed or hours logged. One fixed monthly fee, quoted after the diagnostic.
Foundation
$1,000/ month
Single entity, monthly close, a named account manager, a 30-minute monthly review call, and a plain-dollar memo on what moved and what to do next.
- Monthly P&L, balance sheet & cash flow
- Monthly close by the 15th
- Named account manager
- Monthly review call (30 min)
- Plain-dollar decision memo
- Cash-basis accounting
- Accrual accounting
- Single entity
- Multi-entity support
- Custom KPI dashboard
- Quarterly senior review
- CPA review & sign-off
- QoE-standard books
- QoE-grade documentation
- Add-back tracking
- Maintained data room
- Annual sell-readiness review
- Lender / buyer package prep
Growth
$1,500–$2,250/ month
Multi-entity or higher transaction volume. Accrual accounting, a KPI dashboard tuned to your business, and a deeper quarterly review with a senior reviewer.
- Monthly P&L, balance sheet & cash flow
- Monthly close by the 15th
- Named account manager
- Monthly review call (30 min)
- Plain-dollar decision memo
- Cash-basis accounting
- Accrual accounting
- Single entity
- Multi-entity support
- Custom KPI dashboard
- Quarterly senior review
- CPA review & sign-off
- QoE-standard books
- QoE-grade documentation
- Add-back tracking
- Maintained data room
- Annual sell-readiness review
- Lender / buyer package prep
Deal-Ready
$2,250–$3,000/ month
Everything in Growth, plus QoE-grade documentation, add-back tracking, a maintained data room, and an annual sell-readiness review.
- Monthly P&L, balance sheet & cash flow
- Monthly close by the 15th
- Named account manager
- Monthly review call (30 min)
- Plain-dollar decision memo
- Cash-basis accounting
- Accrual accounting
- Single entity
- Multi-entity support
- Custom KPI dashboard
- Quarterly senior review
- CPA review & sign-off
- QoE-standard books
- QoE-grade documentation
- Add-back tracking
- Maintained data room
- Annual sell-readiness review
- Lender / buyer package prep