You pay for the result, not the hours.
Every line below is an outcome with a price on it: clean books, a filed 990, a board meeting you walk into prepared. One annual agreement, billed monthly.
Outcome-based pricing.
You pay for clean books, accurate financials and timely filings. If the work takes longer than we estimated, that is our problem — not a line on your invoice.
That is a promise rather than an estimate, and it changes what you are buying: the difference between paying a contractor by the hour to build your house and paying a fixed price for a finished house that meets spec.
We can price that way because of how the work runs. Real-time books in Digits, and a weekly confirmation from you that takes a minute to answer, so the books stay current instead of being reconstructed at year end.
No hourly billing
Nothing is billed by the hour or the minute. What you pay is what we agreed at the start of the year, whatever the work turns out to take.
One price, agreed up front
You know the full cost of the year before the first day of it. No estimates, no true-ups, no surprise in month nine.
Scope changes are a conversation
If the work genuinely changes, we agree a new price before it starts. You never find out at the end.
Clean books.
Real-time financials through Digits, plus custom monthly reporting built for your board. Every tier is the same service. The only thing that changes is how much activity runs through your books.
Choose a size, then switch on the outcomes you need below. Your estimate adds up at the bottom of the screen.
Essentials
Up to 750 transactions a year
$3,600 a year
Standard
Up to 1,500 transactions a year
$6,000 a year
Complete
Up to 2,500 transactions a year
$7,800 a year
Every tier includes
- Your books kept current in Digits
- Your accounting software, paid for by us
- Program tracking on every transaction
- Every account reconciled monthly
- Monthly financial reporting for your board
- Weekly voice confirmations
Excludes the preparation of external workpapers.
Each one is an outcome, not a retainer.
A fixed monthly price for each. Added to the same agreement, and the same monthly payment.
Form 990-N filed
The postcard filing, prepared and filed on time.
Form 990-EZ filed
Prepared, reviewed with you, and filed.
Form 990 filed
The full return, including the schedules that come with it.
Every filing includes answering the IRS notices that follow it.
Payroll run and reconciled
Contractor payroll through Gusto, reconciled to the books every period. Employee payroll support included.
Quarterly board presentation
We present at each quarterly board meeting, and leave the board a written report to keep.
Review assistance
Schedules, reconciliations, and the accountant’s questions answered.
Audit assistance
The full workpaper package, so fieldwork does not land on your staff.
We assist with your review or audit. Your independent accountant still performs it.
Monthly consulting
A working session every month, with a CPA who already knows your numbers.
Weekly consulting
An hour every week. For organizations in a build, a merger, or a year that needs watching closely.
Phone support
Reach us between sessions. This buys access, not more hours — calls draw on your consulting time. Added to monthly or weekly consulting.
Compliance work and system implementations
A new funder’s requirements, a grant compliance build, a move off spreadsheets. Scoped and quoted on its own, at a fixed price like everything else.
Every price is a fixed monthly amount under a twelve-month agreement. Annual figures are twelve times the monthly price.
Close the month. Know your runway.
The same outcome-based pricing, built around what a growing company needs: a reliable close, cash you can see coming, and numbers investors trust.
Start with the month-end close, then switch on what you need below. Your estimate adds up at the bottom of the screen.
Core month-end close & reconciliations
Bank and credit card accounts reconciled, the general ledger maintained, and financial statements every month.
$18,000 a year
AP, AR & payroll
Vendor bills processed and paid, clients invoiced, basic collections managed, and bi-weekly payroll run for employees and contractors.
Operations & compliance architecture
Accounting and expense policies written for how you actually work, and enforced month to month.
Cash & runway tracking
A 13-week cash flow model kept current, and your monthly burn rate tracked.
ASC 606 revenue recognition & GAAP accruals
Deferred revenue schedules managed, and a GAAP-compliant closing package every month, delivered by day 8 to 10.
Three-statement modeling & scenario planning
A fully integrated P&L, balance sheet and cash flow model, maintained, with the scenarios you need to decide on.
Board decks, investor reporting & metrics
Quarterly board slide packages, monthly investor updates drafted, and the metrics behind them built.
Audit readiness & tax liaison
PBC schedules prepared for your annual audit or review, and the year-end handoff to your tax CPA managed.
We prepare you for the audit or review. Your independent accountant still performs it.
Fundraising, diligence and system builds
A raise, a data room, a move to a new stack. Scoped and quoted on its own, at a fixed price like everything else.
Every price is a fixed monthly amount under a twelve-month agreement. Annual figures are twelve times the monthly price.
One agreement. Twelve payments.
Annual pricing is what turns an outcome into a promise. Monthly payment is what makes it fit your cash flow.
Agreed for the year
Every price on this page is for a full year of that outcome, not an estimate of what a year might cost.
Paid monthly
The same amount every month, by ACH, on the 1st. If you start mid-month, your first payment covers only the days left in it.
Signed once
One engagement letter lists the outcomes you chose and the fee for each. You sign it and authorize the payment in the same step.
Changed in the open
New work is a new agreement, priced before it starts. Nothing is added to your monthly payment without your signature.
Start smaller.
A free consultation
Tell us where things stand. We will be honest about whether we are the right fit, and you will leave knowing what an engagement would cost.
A consulting session
One specific question, answered by a CPA, whether or not you are a client.
Voice Confirmations
Your clients confirm their transactions every week with a quick voice note or an email reply. AI turns each answer into a change plan for your inbox.
See how it works →- Scheduled confirmations for every client
- Voice notes, transcribed, and email replies
- AI change plans, checked line by line
- Your review inbox and each client’s review page