With different programs and service levels, there’s a solution for every stage of your business. Entrepreneurs need more than one-size-fits-all finance solutions—let’s find the perfect starting point for you.

This 12 week program is ideal for those who need help getting their financial systems off the ground. By the end of 12 weeks you will have:

+ Fully optimized QuickBooks Online setup

+ Expense coding system & documentation

+ Up to date financials with built in reporting

+ Personalized guidance on tax deductions

+ Confidence and clarity for financial decision-making

$1200 (payment plans available)

Not ready for monthly bookkeeping but still need extra support? This service gives you CFO-level guidance without the full cost. Ideal for those who have gone through Boss Your Books, this add-on includes:

+ Quarterly bank statement review and reconciliation

+ Support via Slack

+ Quarterly report stack and high level insights

+ Tax packet delivery and collaboration with tax CPA

*Not a Boss Your Books grad yet? No problem—catch-up fee may be required.

$750/Quarter (payment plans available)

This plan is perfect for businesses that just need the essentials covered each month. It’s best suited for those with up to $350K in annual revenue, fewer than 50 monthly transactions, and three or fewer bank accounts.

+ Monthly expense and Income categorization

+ Monthly bank reconciliations

+ Monthly report stack

+ Unlimited support via Slack

+ Year end reports delivered to your tax CPA

Pricing begins at $350/mo

This plan is for growing businesses that want more than the basics. Get insight, strategy, and support so you can feel confident and in control of your finances.

+ Monthly expense and income categorization

+ Monthly bank reconciliations

+ Unlimited support via Slack

+ Monthly strategy calls

+ Monthly report stack, including budget to actuals and analysis

+ Cash flow forecasting and scenario planning as needed

+ Annual 1099 NEC tax filings

+ Tax packet delivered to CPA, and collaboration at tax time

Pricing begins at $650/mo