Simple, Transparent Pricing
Pick the tier that matches where you are. No hidden fees, no surprises.
Income Statement Tracker
See where your money comes from and where it goes — for free, always
- Detailed income statement (month-by-month)
- Manual entry + CSV upload
- Gross margin & net profit KPIs
- PDF export
- Balance sheet & cash flows
- QuickBooks, Plaid, or POS integrations
Single Location Essentials
You're running one location and need to stop scrambling at tax season
- ✓ Monthly bookkeeping
- ✓ 13-week cash flow forecast
- ✓ Financial operations support
- ✓ QuickBooks cleanup & organization
- ✓ Tax-ready books every month
Multi-Location Intelligence
Which location is actually making money?
+$125/mo per location after 4
- ✓ Location-by-location P&L comparison
- ✓ See which spot is profitable
- ✓ Quarterly business reviews
- ✓ Growth scenario modeling
- ✓ Decision impact analysis
- ✓ Direct team access
AI-Enabled Growth Planning
Can I afford to open location #3?
+$125/mo per location after 4
- ✓ AI-enabled scenario modeling
- ✓ "What if revenue drops 20%?"
- ✓ "Can I afford to hire a GM?"
- ✓ "Should I open another location?"
- ✓ Monthly strategic sessions
- ✓ Advanced what-if modeling
Frequently Asked Questions
What counts as a location?
A location is any separate business entity, physical location, or operating unit that requires its own bookkeeping. For example, if you have retail stores in three cities, that's three locations. If you have one office but multiple LLCs, each LLC counts as a location.
Why do you bill quarterly?
Quarterly billing aligns with natural business cycles and reduces administrative overhead. It also gives us time to deliver meaningful results before your next payment. You'll see the value in your first quarter, guaranteed.
Can I cancel anytime?
Yes. We bill quarterly in advance, but you can cancel at any time. If you cancel mid-quarter, you'll have access through the end of your paid period. We don't believe in locking you into something that isn't working.
What if I need tax planning now?
We're actively building out our tax planning service and expect to launch soon. If you need tax planning immediately, we're happy to refer you to trusted partners we work with. When our service launches, existing clients will get priority access.
Do you work with my existing accountant?
Absolutely. We're designed to complement your CPA, not replace them. We handle day-to-day bookkeeping and strategic planning, while your CPA continues to file your taxes and handle compliance. Many of our clients find this combination gives them the best of both worlds.
What accounting software do you support?
We integrate with QuickBooks Online and most major accounting platforms. We also connect with POS systems like Square, Toast, Shopify, and many others. During onboarding, we'll connect to your existing system or help you set one up if you're starting fresh. All your data stays in your system; we just connect to it.