Objective Pricing.

Clear pricing for impeccably kept systems. Compare our service tracks below to review the scopes, parameters, and fixed structures necessary to secure your operational clarity.

The Concierge

Tactical, project-based interventions. We step in, establish operational clarity, and step out. Ideal for immediate bottlenecks and systemic restructuring.

Example Engagements

Historical Clean-ups Untangling years of creative accounting or incomplete data into a legitimate, tax-ready ledger.
Audit Defense Prep Organizing every receipt, contract, and bank statement to ensure absolute compliance against IRS inquiries.
Payroll Platform Migration Moving your team from a legacy system to a modern platform (Gusto, Rippling) with zero downtime.
Data & Sales Scrub Cleaning pipeline data (HubSpot/Salesforce) and standardizing databases to eliminate wasted operational time.
HR & Onboarding Systems Building the operational checklists for hiring, firing, and benefits coordination.

Pricing Variables

Concierge projects are billed as a custom flat fee determined by four critical parameters:

Transaction Volume: The sheer scale of data processing required to execute the fix.
Historical Depth: The number of past months or years that require forensic auditing and reconciliation.
System Complexity: The quantity of disconnected platforms, external integrations, or legacy software involved.
Urgency: Expedited delivery requirements for immediate tax or acquisition deadlines.

The Kept

Your outsourced financial back-office. Predictable, recurring integrity and active monthly management for growing businesses.

Included Operations

Full-Cycle Bookkeeping: Continuous categorization and reconciliation of all transactions and accounts.
The Kept Memo: Monthly delivery of your P&L, Balance Sheet, Cash Flow Statement, and executive summary notes.
CPA Liaison: Fully managed year-end handoffs so you never have to answer frustrating tax questions.
Compliance Watchdog: Proactive tracking of business licenses, insurance policies, and entity renewals.

3-Tier Pricing Strategy

Fixed monthly retainers structured strictly around your business’s total volume and operational complexity.

Tier 1: Core

Up to 100 Transactions. Max 3 Accounts.

$650/mo

Tier 2: Scale

101 – 500 Transactions.

$1,200/mo

Tier 3: Velocity

501 – 750 Transactions.

$1,500/mo

Add-On Operations

For businesses requiring dedicated administrative processing beyond ledger management.

Sales Tax Oversight

Management & filing oversight.

$500/mo

AR/AP Management

Manual payable and receivable processing.

$750/mo

Payroll Oversight

Administration & compliance synchronization.