Pricing
Pricing that’s actually published.
Every tier, every price, every scope limit. Public. You shouldn’t need a sales call to learn what bookkeeping costs. Use the table, then book a call to confirm fit.

| Clean Books | Back Office | Finance Partner | Accounting Dept. | |
|---|---|---|---|---|
| Price | $1,247/mo | $2,997/mo | $4,997/mo | $9,997/mo |
| Replaces | DIY + weekend catch-up | Part-time bookkeeper ($45–55k/yr) | Bookkeeper + fractional CFO ($100–140k/yr) | Controller + staff + CFO ($180–220k/yr) |
| Entities | Up to 4 | Up to 8 | Up to 15 | Up to 40 |
| Doors / projects | 15 doors, 3 projects | 50 doors, 10 projects | 75 doors, unlimited projects | Unlimited |
| AP (Bill.com) | — | To 75 bills/mo | To 150 bills/mo | Unlimited |
| Payroll (Gusto) | — | To 10 employees | To 25 employees | Multi-company |
| CFO work | — | — | Monthly meeting + forecast | Biweekly cadence + treasury |
| Reconciled by | 10th business day | 10th calendar day | 7th calendar day | 5th + weekly reporting |
| Review cadence | Quarterly summary | Monthly call | Monthly CFO meeting | Biweekly + Slack access |
Every tier: accounts reconciled by the deadline above, books fully reviewed and cleaned up by the 15th.
Software subscriptions (QBO, Bill.com, Gusto) are billed to you directly and are not included in tier pricing.
Books you can hand a lender the same day they ask.
Who it’s for: The self-managing investor: 8–15 rental doors, 1–3 flips a year, or an active wholesaler. No employees. You are the back office, and it costs you nights and weekends.
Scope limits: Up to 4 entities · 15 doors · 3 concurrent projects · ~200 transactions/mo
Compare: a part-time bookkeeper who doesn’t know real estate runs $45k+/year and still books your rehab as a repair. $15k/year gets a team that does this for investors all day.
What you get
- Per-property P&L via QBO class tracking, reconciled by the 10th business day
- Bank, credit card, and loan reconciliations. Every account, every month
- Flip/build costs capitalized to the project (WIP), not expensed. True profit at exit
- Wholesale EMD tracking and assignment fee revenue by deal
- Security deposit liabilities separated from operating cash
- CapEx vs. repair classification applied consistently
- Inter-entity due-to/due-from reconciled monthly
- Year-end tax-ready package delivered straight to your CPA
- Lender-ready financial package in 48 hours, any time you ask
You approve. We run everything else.
Who it’s for: The operator: 25–50 doors with staff, or a flipper/ADU builder running 5–10 concurrent projects with crews. Vendor bills and payroll are eating your week.
Scope limits: Up to 8 entities · 50 doors · 10 projects · 75 bills/mo · 10 employees
This tier replaces a $45–55k bookkeeper/admin. With a team that never calls in sick during a close and already knows construction accounting.
What you get
- Everything in Clean Books, plus:
- Full AP through Bill.com. Bills captured, coded to the right project, routed for your approval
- Payroll through Gusto, labor job-costed to projects
- Budget vs. actual per project at every close. See variance at week 6, not at listing
- Draw request packages your construction lender funds in days
- Weekly cash position snapshot across entities
- Vendor W-9 collection and 1099s handled at year-end
- Monthly 45-minute review call
Every document a lender asks for already exists.
Who it’s for: The developer, ADU builder, or 75+ door operator. Financing the future, not just recording the past. One funded deal pays for years of this tier.
Scope limits: Up to 15 entities · 75 doors · unlimited projects · 150 bills/mo · 25 employees
A bookkeeper plus a fractional CFO runs $100–140k/year, hired and managed separately. This is one team, one price, defined deliverables.
What you get
- Everything in Back Office, plus:
- 12–24 month rolling cash forecast across projects and entities, updated monthly
- Debt covenant and maturity tracking. Every balloon date and DSCR requirement on one schedule
- Lot-level cost allocation for land; per-unit cost tracking for ADU builds
- Capitalized carry (interest, taxes, insurance) during development
- Cost-to-complete reporting per project and phase
- Lender and capital packages maintained current: PFS, debt schedules, pro formas
- LP contribution and distribution tracking
- Monthly CFO meeting with a named senior contact · reconciled by the 7th
Your accounting department. Without the three salaries.
Who it’s for: The syndicator with LPs to answer to, the vertically integrated operator, or the development shop with $15–30M in active pipeline and institutional debt.
Scope limits: Up to 40 entities · unlimited doors, projects, bills · multi-company payroll · 2 audits/yr supported
The alternative is a controller, staff accountant, and fractional CFO at $180–220k/yr loaded, that you also have to hire and manage.
What you get
- Everything in Finance Partner, at weekly cadence, plus:
- Monthly consolidation with intercompany eliminations. Statements a bank or LP can read
- Per-LP capital accounts: contributions, distributions, preferred return accruals
- Waterfall calculations per your operating agreement
- Quarterly LP reporting packages your investors forward to their people
- WIP schedules reconciled to the GL, multi-lender draw management at pipeline scale
- Weekly cash reporting and payment-run management
- Audit PBC ownership end-to-end. Your time protected
- Named controller-level lead on Slack · biweekly CFO meetings · reconciled by the 5th
The boundary line
We calculate; your CPA does tax. We prepare; you execute every transfer. We support audits; we don’t perform them. Waterfall math follows your operating agreement as written. Interpretation belongs to your attorney.
Under 8 doors or just getting started?
Books Rescue
A one-time cleanup plus quarterly close, built to graduate you into Clean Books when the portfolio grows. Flat-quoted after a 30-minute file review. Capped at 10 active clients so service never slips.
Learn about cleanups →Pricing questions, answered
Why do you publish prices?
Because investors compare deals for a living. Publishing every tier, every price, and every scope limit means you qualify yourself before the call, and nobody refers a friend into a sales ambush.
What’s not included?
Tax preparation and tax planning. We’re not a CPA firm. We deliver tax-ready books to your CPA, who retains responsibility for all tax positions and filings. Software subscriptions (QBO, Bill.com, Gusto) are billed to you directly.
Are there contracts?
Month-to-month after cleanup. Cleanup itself is quoted flat, upfront, after a 30-minute file review. No open-ended hourly billing.
My books are a disaster. How bad is cleanup?
We give you a flat quote after a 30-minute review of your file. Most rescues are scoped in days, not weeks, and cleanup is a one-time project. It never inflates your monthly price.
What happens when I outgrow my tier?
Scope limits are published, so you’ll see the ceiling coming. When you hit an upgrade trigger (first employee, 5th entity, outside capital) we tell you before we bill you.
Found your tier?
Book the 30-minute diagnostic. We confirm fit, flag any cleanup, and quote it flat. On the call.
Book a 30-minute diagnostic