Pricing
Start free. Move up when you want your clients saved to your account, or when you want help with the paperwork. Cancel any time.
Free
$0Price a few real clients and see how it fits.
- Simple view with the most common services
- Cleanup and catch-up
- CFO and controller basics
- Paid partly in trade
- Scope of work and proposal, PDF or Word, with your logo
- Portfolio of your clients
- Refer and Earn
- Saves in the browser on that computer
Standard
$19 a month12 months at the monthly price: $228$190 a yearFor pricing every client, and keeping the price fair after they sign.
7-day free trial. You'll add a card, and you won't be charged until the trial ends. Cancel before then and you pay nothing.
- Everything in Free
- Standard view and your own lines
- Packages: up to 4 versions of the price
- Diagnostic review checklist
- The CFO and Controller section
- Saved to your account, on any computer
- Version and price history
- Scope creep log and signed scope
- How the client works with you
- Discounts and a way to pay
- Real hours and time tracking import
Full
$39 a month12 months at the monthly price: $468$390 a yearFor when you want it doing more of the legwork, from the paperwork to the presentation.
- Everything in Standard
- Full view with every line
- Entities: a price for each company
- Reviewing staff work and training
- CFO strategy and projects
- Recommend reads your documents and suggests pricing
- Diagnostic review from your notes or AI, with findings slides
- Connect your own AI
- Scope and letter check
- Pipeline, referral tracking and Zapier
- Up to 3 ways to pay
- Present the Value slides and PowerPoint
- Send to Anchor
- Your own industries and a full backup
Add-Ons
These work with any plan, Free included.
Tax Add-On
$5 a month12 months at the monthly price: $60$50 a yearTax prep and tax planning, priced per return and per form, the way tax pros price it.
Sales Calls Add-On
$9 a month12 months at the monthly price: $108$90 a yearYour sales call process, from the booking link to the signed proposal.
- Your process, built from a short questionnaire
- An intake form builder for your niche
- Your discovery questions and how you answer pushback
- Scorecards for your calls, and your process as a document to download
On Full? This one includes the AI connection, since Full already connects to your AI.
Sales Calls with AI Connection Add-On
$15 a month12 months at the monthly price: $180$150 a yearEverything in Sales Calls, plus a connection to your own AI account so it can coach you on your calls.
- Coaching on each call: what went well, where you missed a moment, what to ask next time, and a follow-up email draft
- Intake questions written for your niche
- Your steps rewritten to sound like you
Runs on the AI account you connect, which bills to you. You don't need this one on Full.
Compare the Plans
| Feature | Free | Standard | Full |
|---|---|---|---|
| Pricing | |||
| Prices from hours, your rate and complexity | Included | Included | Included |
| Simple view | Included | Included | Included |
| Standard view, with your own lines | Not included | Included | Included |
| Full view, with every line and control | Not included | Not included | Included |
| Cleanup and catch-up pricing | Included | Included | Included |
| Your real cost per hour, and help setting your minimum | Included | Included | Included |
| Diagnostic review checklist that turns into cleanup projects and a findings report | Not included | Included | Included |
| Diagnostic review from your own notes, a Claude skill or any AI, with branded findings slides | Not included | Not included | Included |
| 1099s priced per form | Not included | Included | Included |
| How the client works with you (meetings, texts, response times) | Not included | Included | Included |
| CFO and Controller | |||
| CFO and controller basics, at your CFO rate | Included | Included | Included |
| Internal controls, policies, board meetings and the bank | Not included | Included | Included |
| CFO strategy and projects: models, plans, raising money, buying or selling | Not included | Not included | Included |
| Reviewing a client's own staff work, at a higher review rate | Not included | Not included | Included |
| Training in every format: one-on-one, programs, onboarding, SOPs and videos | Not included | Not included | Included |
| Proposals and Clients | |||
| Scope of work, PDF and Word proposal | Included | Included | Included |
| Your logo, colors and fonts | Included | Included | Included |
| Packages: up to 4 versions of the price side by side, each with its own services, discounts and way to pay | Not included | Included | Included |
| Discounts and one way to pay | Not included | Included | Included |
| Paid partly in trade: the client's services, dollar for dollar, with an agreement draft | Included | Included | Included |
| Up to 3 ways to pay, side by side | Not included | Not included | Included |
| Present the Value: slides and PowerPoint | Not included | Not included | Included |
| Entities: a separate scope and price for each of a client's companies, plus intercompany work | Not included | Not included | Included |
| Send to Anchor: the proposal built as an Anchor draft, through Claude | Not included | Not included | Included |
| After They Sign | |||
| Portfolio of every client | Included | Included | Included |
| A sample client to practice on | Included | Included | Included |
| Saved to your account, on any computer | Not included | Included | Included |
| Version history, price history and review dates | Not included | Included | Included |
| Scope creep log and signed scope | Not included | Included | Included |
| Real hours with time tracking import | Not included | Included | Included |
| Reading Documents and AI | |||
| Recommend: reads intake forms, transcripts and notes | Not included | Not included | Included |
| Connect your own AI | Not included | Not included | Included |
| Scope and engagement letter check | Not included | Not included | Included |
| Growing the Firm | |||
| Pipeline with your own stages | Not included | Not included | Included |
| Referral tracking | Not included | Not included | Included |
| Zapier link for intake forms (if your form tool works with Zapier) | Not included | Not included | Included |
| Refer and Earn: 10% of what the people you refer pay, for 12 months | Included | Included | Included |
| Your Account | |||
| Two-step sign-in and automatic sign-out | Included | Included | Included |
| Your own industries, saved to your account | Not included | Not included | Included |
| A full backup of every client and your settings | Not included | Not included | Included |
Prices are in US dollars, and sales tax is added where it applies. Yearly plans bill once a year. You can change or cancel from Plan & Account any time, and if you cancel, you keep your plan until the end of what you paid for. If you're in a bookkeeping group, you get extra tools on the paid plans (see For Groups). If you're just starting out and a subscription isn't doable yet, apply for a scholarship.
Start on Free
Try it with the sample client, then price a real one. Everything you build comes with you if you move up.
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