Pricing

Clear, flat monthly pricing. Built for San Francisco businesses.

You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July.

Foundation

$595/ month

For new and early‑stage San Francisco businesses.

Independent operators and early‑stage SF owners who need clean books, current reporting, and direct access from day one.

Included

  • Monthly cloud bookkeeping
  • QuickBooks Online setup & support
  • Monthly P&L and balance sheet
  • Owner‑facing monthly read
  • Bank & credit card reconciliations
  • Direct email access to Vanessa

Not included

  • Quarterly advisory calls
  • Payroll services
  • Multi‑entity work
Most SF clients

Visibility

$1,250/ month

For established SF businesses ready for real reporting.

Owner‑operated SF businesses that want monthly bookkeeping, real reporting, payroll handled, and a quarterly working session.

Included

  • Everything in Foundation
  • Monthly financial reporting package
  • Margin & profitability trend reporting
  • Quarterly business review meeting
  • Cash flow guidance & forecasting
  • Payroll services included
  • 1099 preparation & filing
  • Direct phone access to Vanessa

Not included

  • Multi‑entity consolidation

Advisory

From $2,400/ month

For growing SF companies that want it all handled.

Growing San Francisco companies with team, complexity, or multiple entities who want a true outsourced finance partner.

Included

  • Everything in Visibility
  • Multi‑entity bookkeeping
  • Monthly advisory calls
  • Custom KPI & financial dashboards
  • Hiring, growth & lease decision support
  • Coordination with attorneys & tax
  • Annual long‑term planning session
  • Priority response & turnaround

Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi‑state, prior‑year cleanup, multiple entities) are quoted individually.

How pricing works

You're paying for visibility, not a stopwatch.

Hourly billing rewards slow work and quietly punishes you for asking questions. Flat monthly fees do the opposite.

Flat fees, quoted up front

Before any work begins, you get a written monthly fee. No hourly meters, no surprise invoices — if a 30‑minute call helps you make a better decision, that's the point.

Priced on visibility, not hours

What matters isn't how long the work takes. It's that your books are current, your reporting is clear, and someone local picks up when you call. The fee reflects that outcome.

Predictable, year after year

Pricing only changes when your business meaningfully changes — a new entity, a new revenue tier, a major shift. Otherwise, what you pay this year is what you pay next year.

One firm, one invoice

Bookkeeping, reporting, payroll, and advisory bundled into a single monthly fee. No separate bills, no piecing things together across providers.

Common questions

A few things people usually ask.

What if my business changes mid‑year?+
If something meaningful happens — you add an entity, cross a new revenue tier, or take on significant complexity — we'll re‑quote before doing the additional work. Small questions and check‑ins are always included.
Do you charge for phone calls and emails?+
No. The flat fee covers all the regular back‑and‑forth. The whole point of stewardship is that you don't hesitate to reach out before making a decision.
Do I have to be located in San Francisco to work with you?+
We work primarily with businesses operating in San Francisco and the broader Bay Area — that's the focus of the practice. The accounting workflow is fully cloud‑based, so we can meet over Zoom, in your Financial District office, or at a café in the Mission.
What about prior‑year cleanup or amended returns?+
Quoted separately, but quoted up front. If reviewing your last two returns turns up missed planning, we'll tell you what amending would cost and what you'd likely recover.
When are fees billed?+
Monthly via ACH on a recurring schedule. No surprise invoices, no piecemeal billing — just a predictable monthly partnership.
Is there a minimum engagement?+
The practice is built around long‑term relationships, not one‑off filings. There's no multi‑year contract, but we expect to earn the work every month.
Next step

Built for San Francisco businesses ready to grow.

A short conversation, a look at where your business stands today, and a clear monthly number — in writing. No pressure.