Service Model & Pricing Update
Updated pricing effective March 1, 2026—reflecting integrated bookkeeping, accounting oversight, and advisory support.
Why we’re updating pricing
Over time, our services have evolved beyond transaction processing. Today, our work includes accounting oversight, compliance support, financial reporting, and ongoing advisory guidance. Our updated pricing reflects the full scope of services already being provided and aligns with current market standards.
What’s changing
- Pricing will reflect integrated services (bookkeeping, accounting oversight, and advisory).
- Clients will be aligned to service tiers based on support needs and complexity.
- Updated pricing takes effect March 1, 2026.
Service tiers
Nonprofit tiers
Essential Compliance — bookkeeping, reconciliations, and compliance-focused support.
Operational Support — accounting oversight, grant/fund tracking, board-ready reporting.
Strategic Partnership — ongoing advisory support and leadership-level financial guidance.
For-profit tiers
Foundational — accurate bookkeeping and monthly reporting.
Growth Support — accounting oversight and performance insight.
Strategic Advisory — proactive planning and decision support.
Next steps
Each client will receive their service tier assignment and updated monthly fee prior to the effective date. If you have questions, we’re happy to talk through what’s included and confirm the right tier.
FAQ Sheet
