Pricing

Why companies like yours choose Reporting up

We offer three tailored packages to meet the financial needs of your business

COMPLIANCE PLUS

This package covers essential compliance, basic accounting, and financial reporting to ensure your business is operating within legal requirements and maintaining accurate financial records.

$750+

/Month

SERVICES INCLUDED

Dedicated Accounting team
Accounts Receivable (Invoicing Clients)
Accounts Payables (Paying Bills)
Month-End Close
Code & Reconcile Transactions
Monthly Financial Statements
Unlimited Email Support

CONTROLLER PRO

Our Controller Pro package provides detailed custom reporting and monthly review calls to support a proactive decision-making process. This package is designed for businesses seeking advanced financial reporting and analysis to optimize their operations and drive growth.

$2500+

/Month

SERVICES INCLUDED COMPLIANCE PLUS, Plus

CFO ADVISORY

Our CFO Advisory package is designed for founders and business owners who want to strategically scale or restructure their business. This package provides custom reporting and data analysis to help increase topline, bottom line, and cash flows, empowering you to make data-driven business decisions that drive long-term success.

$3500+

/Month

SERVICES INCLUDED CONTROLLER PRO, Plus

Deticated CFO
CFO Check-Ins
Company-Wide KPIs
Annual Budget & Variance Analysis
Quarterly P&L Forecast & Variance Analysis
12-Month Cash Flow Forecasting
Business Segments Identification and P&L Reporting
Customized Dept Reports
Resource Planning

Bookkeeping

CFO Services

Tax

R&D Credit

Bookkeeping

CFO Services

Tax

R&D Credit

Compare products & plans

Get your finances right by choosing a plan that fits your business needs.

	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL
Service Description	Reactive	Proactive	Proactive
Onboarding	4 Weeks	6 Weeks	6 Weeks
Accounts Recievable (Invoicing Clients)
Accounts Payables (Paying Bills)
Month-End Close
Financial Statements
Scheduled Meetings	Up to 1x/Month	Up to 2x/Month	Up to 2x/Month
Email Support	Unlimited	Unlimited	Unlimited
Founder/CEO Dashboard	X	X	X
Company-Wide KPIs	X	X	X
12-Month Forecasting	X
Business Segments Identification and Reporting
Performance by Project	Reactive	Proactive	Proactive
Department Performance	4 Weeks	6 Weeks	6 Weeks
Customized Dept Reports
Bank Relationships
Leadership Meeting
Resource Planning
Individual Tax Return	Optional	Optional	Optional
Business Tax Return	Optional	Optional	Optional
Other Bus. Tax Returns	Optional	Optional	Optional
Tax Planning/Projections	Optional	Optional	Optional
Need Day-to-Day Help?	--	--	--
Cash Flow Management	Optional	Optional	Optional
Payroll & Contract Mgmt	Optional	Optional	Optional
Employee Exp Tracking	Optional	Optional	Optional

Typical Client Size	Under 10 Employees	10-20 Employees	20+ Employees
Revenue Recognition	X
Incentive Plans	X	X
Team Member Performance	X	X

Bookkeeping

CFO Services

Tax

R&D Credit

Bookkeeping

AVERAGE
$750+/Month TRANSACTIONAL

Service Description

Onboarding

Accounts Recievable (Invoicing Clients)

Accounts Payables (Paying Bills)

Month-End Close

Financial Statements

Scheduled Meetings

Email Support

Company-Wide KPIs

12-Month Forecasting

Business Segments Identification and Reporting

Performance by Project

Department Performance

Customized Dept Reports

Bank Relationships

Leadership Meeting

Resource Planning

Individual Tax Return

Business Tax Return

Other Bus. Tax Returns

Tax Planning/Projections

Need Day-to-Day Help?

Cash Flow Management

Payroll & Contract Mgmt

Employee Exp Tracking

Typical Client Size

Revenue Recognition

Incentive Plans

Team Member Performance

Reactive

4 Weeks

✓

Up to 1x/Month

Unlimited

X

Reactive

4 Weeks

✓

Optional

—

Optional

Under 10 Employees

X

Proactive

6 Weeks

✓

Up to 1x/Month

Unlimited

X

✓

Proactive

6 Weeks

✓

Optional

—

Optional

10-20 Employees

✓

X

Proactive

6 Weeks

✓

Up to 1x/Month

Unlimited

X

✓

Proactive

6 Weeks

✓

Optional

—

Optional

10-20 Employees

✓

	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL
Service Description	Reactive	Proactive	Proactive
Onboarding	4 Weeks	6 Weeks	6 Weeks
Accounts Recievable (Invoicing Clients)
Accounts Payables (Paying Bills)
Month-End Close
Financial Statements
Scheduled Meetings	Up to 1x/Month	Up to 2x/Month	Up to 2x/Month
Email Support	Unlimited	Unlimited	Unlimited
Founder/CEO Dashboard	X	X	X
Company-Wide KPIs	X	X	X
12-Month Forecasting	X
Business Segments Identification and Reporting
Performance by Project	Reactive	Proactive	Proactive
Department Performance	4 Weeks	6 Weeks	6 Weeks
Customized Dept Reports
Bank Relationships
Leadership Meeting
Resource Planning
Individual Tax Return	Optional	Optional	Optional
Business Tax Return	Optional	Optional	Optional
Other Bus. Tax Returns	Optional	Optional	Optional
Tax Planning/Projections	Optional	Optional	Optional
Need Day-to-Day Help?	—	—	—
Cash Flow Management	Optional	Optional	Optional
Payroll & Contract Mgmt	Optional	Optional	Optional
Employee Exp Tracking	Optional	Optional	Optional

Typical Client Size	Under 10 Employees	10-20 Employees	20+ Employees
Revenue Recognition	X
Incentive Plans	X	X
Team Member Performance	X	X

CFO Services

AVERAGE
$750+/Month TRANSACTIONAL

Service Description

Onboarding

Accounts Recievable (Invoicing Clients)

Accounts Payables (Paying Bills)

Month-End Close

Financial Statements

Scheduled Meetings

Email Support

Company-Wide KPIs

12-Month Forecasting

Business Segments Identification and Reporting

Performance by Project

Department Performance

Customized Dept Reports

Bank Relationships

Leadership Meeting

Resource Planning

Individual Tax Return

Business Tax Return

Other Bus. Tax Returns

Tax Planning/Projections

Need Day-to-Day Help?

Cash Flow Management

Payroll & Contract Mgmt

Employee Exp Tracking

Typical Client Size

Revenue Recognition

Incentive Plans

Team Member Performance

Reactive

4 Weeks

✓

Up to 1x/Month

Unlimited

X

Reactive

4 Weeks

✓

Optional

—

Optional

Under 10 Employees

X

Proactive

6 Weeks

✓

Up to 1x/Month

Unlimited

X

✓

Proactive

6 Weeks

✓

Optional

—

Optional

10-20 Employees

✓

X

Proactive

6 Weeks

✓

Up to 1x/Month

Unlimited

X

✓

Proactive

6 Weeks

✓

Optional

—

Optional

10-20 Employees

✓

	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL
Service Description	Reactive	Proactive	Proactive
Onboarding	4 Weeks	6 Weeks	6 Weeks
Accounts Recievable (Invoicing Clients)
Accounts Payables (Paying Bills)
Month-End Close
Financial Statements
Scheduled Meetings	Up to 1x/Month	Up to 2x/Month	Up to 2x/Month
Email Support	Unlimited	Unlimited	Unlimited
Founder/CEO Dashboard	X	X	X
Company-Wide KPIs	X	X	X
12-Month Forecasting	X
Business Segments Identification and Reporting
Performance by Project	Reactive	Proactive	Proactive
Department Performance	4 Weeks	6 Weeks	6 Weeks
Customized Dept Reports
Bank Relationships
Leadership Meeting
Resource Planning
Individual Tax Return	Optional	Optional	Optional
Business Tax Return	Optional	Optional	Optional
Other Bus. Tax Returns	Optional	Optional	Optional
Tax Planning/Projections	Optional	Optional	Optional
Need Day-to-Day Help?	—	—	—
Cash Flow Management	Optional	Optional	Optional
Payroll & Contract Mgmt	Optional	Optional	Optional
Employee Exp Tracking	Optional	Optional	Optional

Typical Client Size	Under 10 Employees	10-20 Employees	20+ Employees
Revenue Recognition	X
Incentive Plans	X	X
Team Member Performance	X	X

Tax

AVERAGE
$750+/Month TRANSACTIONAL

Service Description

Onboarding

Accounts Recievable (Invoicing Clients)

Accounts Payables (Paying Bills)

Month-End Close

Financial Statements

Scheduled Meetings

Email Support

Company-Wide KPIs

12-Month Forecasting

Business Segments Identification and Reporting

Performance by Project

Department Performance

Customized Dept Reports

Bank Relationships

Leadership Meeting

Resource Planning

Individual Tax Return

Business Tax Return

Other Bus. Tax Returns

Tax Planning/Projections

Need Day-to-Day Help?

Cash Flow Management

Payroll & Contract Mgmt

Employee Exp Tracking

Typical Client Size

Revenue Recognition

Incentive Plans

Team Member Performance

Reactive

4 Weeks

✓

Up to 1x/Month

Unlimited

X

Reactive

4 Weeks

✓

Optional

—

Optional

Under 10 Employees

X

Proactive

6 Weeks

✓

Up to 1x/Month

Unlimited

X

✓

Proactive

6 Weeks

✓

Optional

—

Optional

10-20 Employees

✓

X

Proactive

6 Weeks

✓

Up to 1x/Month

Unlimited

X

✓

Proactive

6 Weeks

✓

Optional

—

Optional

10-20 Employees

✓

	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL
Service Description	Reactive	Proactive	Proactive
Onboarding	4 Weeks	6 Weeks	6 Weeks
Accounts Recievable (Invoicing Clients)
Accounts Payables (Paying Bills)
Month-End Close
Financial Statements
Scheduled Meetings	Up to 1x/Month	Up to 2x/Month	Up to 2x/Month
Email Support	Unlimited	Unlimited	Unlimited
Founder/CEO Dashboard	X	X	X
Company-Wide KPIs	X	X	X
12-Month Forecasting	X
Business Segments Identification and Reporting
Performance by Project	Reactive	Proactive	Proactive
Department Performance	4 Weeks	6 Weeks	6 Weeks
Customized Dept Reports
Bank Relationships
Leadership Meeting
Resource Planning
Individual Tax Return	Optional	Optional	Optional
Business Tax Return	Optional	Optional	Optional
Other Bus. Tax Returns	Optional	Optional	Optional
Tax Planning/Projections	Optional	Optional	Optional
Need Day-to-Day Help?	—	—	—
Cash Flow Management	Optional	Optional	Optional
Payroll & Contract Mgmt	Optional	Optional	Optional
Employee Exp Tracking	Optional	Optional	Optional

Typical Client Size	Under 10 Employees	10-20 Employees	20+ Employees
Revenue Recognition	X
Incentive Plans	X	X
Team Member Performance	X	X

R&D Credit

AVERAGE
$750+/Month TRANSACTIONAL

Service Description

Onboarding

Accounts Recievable (Invoicing Clients)

Accounts Payables (Paying Bills)

Month-End Close

Financial Statements

Scheduled Meetings

Email Support

Company-Wide KPIs

12-Month Forecasting

Business Segments Identification and Reporting

Performance by Project

Department Performance

Customized Dept Reports

Bank Relationships

Leadership Meeting

Resource Planning

Individual Tax Return

Business Tax Return

Other Bus. Tax Returns

Tax Planning/Projections

Need Day-to-Day Help?

Cash Flow Management

Payroll & Contract Mgmt

Employee Exp Tracking

Typical Client Size

Revenue Recognition

Incentive Plans

Team Member Performance

Reactive

4 Weeks

✓

Up to 1x/Month

Unlimited

X

Reactive

4 Weeks

✓

Optional

—

Optional

Under 10 Employees

X

Proactive

6 Weeks

✓

Up to 1x/Month

Unlimited

X

✓

Proactive

6 Weeks

✓

Optional

—

Optional

10-20 Employees

✓

X

Proactive

6 Weeks

✓

Up to 1x/Month

Unlimited

X

✓

Proactive

6 Weeks

✓

Optional

—

Optional

10-20 Employees

✓

	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL	AVERAGE $750+/Month TRANSACTIONAL
Service Description	Reactive	Proactive	Proactive
Onboarding	4 Weeks	6 Weeks	6 Weeks
Accounts Recievable (Invoicing Clients)
Accounts Payables (Paying Bills)
Month-End Close
Financial Statements
Scheduled Meetings	Up to 1x/Month	Up to 2x/Month	Up to 2x/Month
Email Support	Unlimited	Unlimited	Unlimited
Founder/CEO Dashboard	X	X	X
Company-Wide KPIs	X	X	X
12-Month Forecasting	X
Business Segments Identification and Reporting
Performance by Project	Reactive	Proactive	Proactive
Department Performance	4 Weeks	6 Weeks	6 Weeks
Customized Dept Reports
Bank Relationships
Leadership Meeting
Resource Planning
Individual Tax Return	Optional	Optional	Optional
Business Tax Return	Optional	Optional	Optional
Other Bus. Tax Returns	Optional	Optional	Optional
Tax Planning/Projections	Optional	Optional	Optional
Need Day-to-Day Help?	—	—	—
Cash Flow Management	Optional	Optional	Optional
Payroll & Contract Mgmt	Optional	Optional	Optional
Employee Exp Tracking	Optional	Optional	Optional

Typical Client Size	Under 10 Employees	10-20 Employees	20+ Employees
Revenue Recognition	X
Incentive Plans	X	X
Team Member Performance	X	X

Pricing

Why companies like yours choose Reporting up

COMPLIANCE PLUS

$750+

SERVICES INCLUDED

CONTROLLER PRO

$2500+

SERVICES INCLUDED COMPLIANCE PLUS, Plus

CFO ADVISORY

$3500+

SERVICES INCLUDED CONTROLLER PRO, Plus

COMPLIANCE PLUS

$750+

SERVICES INCLUDED

CONTROLLER PRO

$2500+

SERVICES INCLUDED ESSENTIAL, Plus

CFO ADVISORY

$1,500+

SERVICES INCLUDED CONTROLLER, Plus

COMPLIANCE PLUS

$750+

SERVICES INCLUDED

CONTROLLER PRO

$2500+

SERVICES INCLUDED ESSENTIAL, Plus

CFO ADVISORY

$1,500+

SERVICES INCLUDED CONTROLLER, Plus

COMPLIANCE PLUS

$750+

SERVICES INCLUDED

CONTROLLER PRO

$2500+

SERVICES INCLUDED ESSENTIAL, Plus

CFO ADVISORY

$1,500+

SERVICES INCLUDED CONTROLLER, Plus

COMPLIANCE PLUS

$750+

SERVICES INCLUDED

CONTROLLER PRO

$2500+

SERVICES INCLUDED ESSENTIAL, Plus

CFO ADVISORY

$1,500+

SERVICES INCLUDED CONTROLLER, Plus

Compare products & plans

Business Segments Identification and Reporting

AVERAGE $750+/Month TRANSACTIONAL

AVERAGE $750+/Month TRANSACTIONAL

AVERAGE $750+/Month TRANSACTIONAL

Service Description

Onboarding

Accounts Recievable (Invoicing Clients)

Accounts Payables (Paying Bills)

Month-End Close

Financial Statements

Scheduled Meetings

Email Support

Company-Wide KPIs

12-Month Forecasting

12-Month Forecasting

Business Segments Identification and Reporting

Performance by Project

Department Performance

Customized Dept Reports

Bank Relationships

Leadership Meeting

Resource Planning

Individual Tax Return

Business Tax Return

Other Bus. Tax Returns

Tax Planning/Projections

Need Day-to-Day Help?

Cash Flow Management

Payroll & Contract Mgmt

Employee Exp Tracking

Typical Client Size

Revenue Recognition

AVERAGE
$750+/Month TRANSACTIONAL

AVERAGE
$750+/Month TRANSACTIONAL

AVERAGE
$750+/Month TRANSACTIONAL

AVERAGE
$750+/Month TRANSACTIONAL

AVERAGE
$750+/Month TRANSACTIONAL

AVERAGE
$750+/Month TRANSACTIONAL