Simple, transparent pricing plans for Bookkeeping, Tax, and  CFO services

Monthly

Yearly

Essentials

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

Starts at
$169
/month
Starts at
$219
/month
Starts at
$319
/month
Starts at
$429
/month
Starts at
$599
/month
Custom
$0
in monthly expenses
What's included:
Real-time visibility into your finances
Cash-based P&L and balance sheet based on your bank and credit card activity
Standard chart of accounts
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email
Core

Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.

Starts at
$499
/month
Starts at
$559
/month
Starts at
$679
/month
Starts at
$959
/month
Starts at
$1199
/month
Custom
$0
in monthly expenses
What's included:
Real-time visibility into your finances
Cash- or accrual-based P&L and balance sheet enriched with data from all your tools and systems
Custom chart of accounts
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Custom

Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.

What's included:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers
Essentials

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

Starts at
$199
/month
Starts at
$259
/month
Starts at
$379
/month
Starts at
$499
/month
Starts at
$699
/month
Custom
$0
in monthly expenses
What's included:
Real-time visibility into your finances
Cash-based P&L and balance sheet based on your bank and credit card activity
Standard chart of accounts
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email
Core

Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.

Starts at
$599
/month
Starts at
$669
/month
Starts at
$815
/month
Starts at
$959
/month
Starts at
$1199
/month
Custom
$0
in monthly expenses
What's included:
Real-time visibility into your finances
Cash- or accrual-based P&L and balance sheet enriched with data from all your tools and systems
Custom chart of accounts
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Custom

Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.

What's included:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers
Starter

Best for: Businesses in their first year spending less than $500k/year.

$750
/yr
What's included:
Free tax extension
Federal corporate income tax filing
Standard chart of accounts
State corporate income tax filing
Must be purchased with Bookkeeping
Essentials

Best for: Startups and unprofitable C corps with no foreign subsidiaries.

$2,450
/yr
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
City income tax filing
Delaware Franchise tax filing
Up to 10 1099–NEC filings
Support from your dedicated team over email all year-round.
Must be purchased with Bookkeeping
Standard

Best for: Growing or profitable businesses of any entity type.

$5,400
/yr
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Up to 25 1099–NEC filings
Support from your dedicated team over email all year-round.
Must be purchased with Bookkeeping
Essentials

Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

$199
/month
What's included:
Real-time visibility into your finances
Cash-based P&L and balance sheet based on your bank and credit card activity
Standard chart of accounts
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email
Core

Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.

$599
/month
What's included:
Real-time visibility into your finances
Cash- or accrual-based P&L and balance sheet enriched with data from all your tools and systems
Custom chart of accounts
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Custom

Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.

What's included:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers
The Budget & Forecast Model For Every Plan Includes
Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
Industry-specific KPI dashboard
Budget vs actuals
Scenario planning (base case, bear case, bull case)
Headcount & compensation plan
Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your unique needs.
CFO Services is a product offering from FlowNation.com Inc. We do not provide any full-time or part-time corporate officers.
Why We're Different

There’s a reason that we’re the largest startup and small business accounting firm in the US

The most strategic
We have an unbeatable combo: a team of finance experts paired with a top-notch in-house engineering team.

The result? Deep integrations with the tools you already use, and a seamless platform for staying on top of everything.
The most efficient
We’re trusted by companies because we’ve helped startups and small businesses achieve success.

We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals.
The most scalable
We’re the last accounting firm you’ll ever need to hire.

We support tiny startups and large companies, so no matter how your needs evolve, we’ve got you covered.
Additional Services
Stock Administration
For C corps who are issuing equity through Carta
$399/hr
Prepaid annually. Additional hours beyond the base subscription billed at $450/hr.
Get the peace of mind that comes with a team exclusively dedicated to Stock Administration. We’ll keep your cap table accurate and up-to-date so that you can confidently make important, timely decisions.
R&D Tax Credit
For companies that incurred R&D expenses in the US
20%
We charge 20% of your total credit received.
Save up to $500,000* per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.