Pricing

A fixed number. Up front.

Flat monthly rates, quoted after a 15-minute call. More entities or heavier volume means a higher fixed quote — agreed before you sign, never hourly.

Three ways to work with us

Flat monthly pricing. No hourly surprises.

Monthly plans
PlanStarting atWhat it doesWhat’s in it
Books Right$159/mo, starting atspecial pricing, normally $300Never do the kitchen-table shift again. Clean, current, lender-ready — without touching it.
  • Every transaction categorized in QuickBooks Online
  • Bank and credit card reconciliation
  • Monthly close — books locked by the 10th
  • P&L and balance sheet in your inbox monthly
  • Questions answered by email, same week
CFO Core$1,325/mo, starting atspecial pricing, normally $1,500Know what every job makes before you bid the next one. See cash 13 weeks out.
  • Everything in Books Right
  • Job costing — profit per job, not per year
  • 13-week cash flow forecast, updated monthly
  • KPI scorecard: margin, labor %, backlog
  • Monthly working session, 45 minutes, your numbers
Strategic CFO$5,000/mo, starting atThe finance chief who gets you bonded, funded, and priced right — without the $180k salary.
  • Everything in CFO Core
  • Annual budget and plan, tracked monthly
  • Lender and bonding packages, built and defended
  • Pricing and margin strategy per service line
  • Weekly cadence. We sit on your side of the table.

Every engagement starts with a scoping call and a fixed quote. "Starting at" means simple books at that price — more entities, more volume, more work, higher quote. If your books need a one-time Catch-Up Cleanup first, that’s a separate fixed quote before the monthly starts. You’ll know your number before you commit.

Tax preparation and catch-up cleanup are each one flat quote, in writing, before any work starts. Tax preparation · Catch-up cleanup

Pricing questions

Questions we get on every call

How does pricing work?

Flat monthly rates, quoted after a 15-minute scoping call. Right now Books Right starts at $159/mo (special pricing, normally $300) for a single entity with straightforward volume. More entities, more accounts, or higher transaction volume means a higher quote — but it’s fixed before you sign, and it doesn’t change mid-month. We never bill hourly.

How far behind is too far behind?

We’ve rebuilt books that were 4 years behind. Two to four years is normal for a first call. The only "too late" is waiting another year.

Will I need a cleanup before monthly service starts?

Sometimes. If your books are behind or messy, we’ll quote a one-time Catch-Up Cleanup to get them to the standard the monthly packages maintain. One fixed number, agreed before anything starts — then the monthly rhythm takes over.

One call

One call. A fixed number. No mystery.

Tell us what you do and how far behind the books are. You’ll have your price this week.

CallIn writing