Flexible pricing that fits you
Our virtual bookkeeping services are priced in tiers based on your monthly expenses and how much support your business needs, with no setup fee and no long-term contract.
| Feature | Essentials $250/month Billed monthly | Growth $650/month Billed monthly | Oak Custom Scoped on your consultation call |
|---|---|---|---|
| Monthly expenses | Up to $20K | Up to $60K | $60K+ |
| Accounting basis | Cash | Cash or accrual | Cash or accrual |
| Bookkeeper | Shared | Dedicated | Dedicated team |
| Bank & credit card reconciliations | Included | Included | Included |
| P&L and Balance Sheet | Included | Included | Included |
| Accounts receivable management | Included | Included | Included |
| Accounts payable management | Not included | Included | Included |
| Cash flow forecasting | Not included | Included | Included |
| Budgeting & inventory | Not included | Included | Included |
| Growth Score dashboard | Not included | Included | Custom KPIs |
| CFO-level insights | Not included | Monthly review + quarterly call | Fractional CFO |
| Management reporting | Not included | Not included | Included |
| Multi-company management | Not included | Not included | Included |
| Financial modeling | Not included | Not included | Included |
| Continue | Continue | Continue |
Personal
Tax preparation & filing services for individuals.
Business
Tax preparation & filing services for corporations.
Executive
Package including individual and business tax filing.
Final pricing depends on entity complexity and the condition of your books, and is confirmed after the intake call.
Payroll is priced by headcount, with a monthly base fee plus a fee for each employee paid. Every plan includes pay runs, direct deposit, federal and state tax deposits and filings, and year-end W-2s.
8 hours of CFO engagement
Up to 8 hours per month of CFO engagement
$1400/ Month
Continue- Personal CFO Consultation
- Cash Flow Management
- Annual Budget based on Industry specific variables
- Financial Statements
- Monthly Variance Analysis & Reporting against Annual Budget
- Board Meeting Presence
15 hours of CFO engagement
Up to 15 hours per month of CFO engagement
$3000/ Month
Continue- Personal CFO Consultation
- Budget based on Industry specific variables
- Financial Statements
- Variance Analysis & Reporting
- Board Meeting Presence
Books that tell you why, not just what
Growth hides things. Revenue climbs, everyone celebrates, and the margin quietly slips two points a quarter. Good bookkeeping, proactive tax prep, and top-notch financial advisory catches that early. Great business financial solutions tell you why.
Schedule a free consultation with our C-level experts today.
Know More. Grow More.