TRANSPARENT PRICING
STRAIGHT NUMBERS. NO SURPRISES.
Transparent pricing on our core services.
Custom quotes on complex engagements.
No surprises either way — every engagement starts with a free 30-minute discovery call.
All engagements begin with a free 30-minute discovery call — no obligation.
TIER 01
MONTHLY BOOKS
Full-cycle bookkeeping for businesses that have outgrown doing it themselves.
$500
PER MONTH
Starting price — scales with transaction volume
Annual billing available — save 15%
- Bank & credit card reconciliation
- Transaction categorization
- Monthly P&L and balance sheet
- Accounts payable & receivable tracking
- Year-end CPA-ready file preparation
- QuickBooks Online management
- Best for: Service businesses at $250K–$1M revenue
TIER 02
CASHFLOW LAB
Forward-looking cash modeling for businesses with complex or seasonal cash cycles.
$1,000
PER MONTH
Or $2,500–$5,000 for initial model build (project)
Annual billing available — save 15%
- 13-week rolling cash flow forecast
- Seasonal pattern mapping & analysis
- Revenue & expense scenario modeling
- Cash runway analysis
- Capital timing recommendations
- Monthly cash position reporting
- Best for: Seasonal businesses, logistics operators, retailers
TIER 03 – MOST POPULAR
FINANCIAL CONTROLS
Internal controls architecture and ongoing oversight for businesses built to scale.
CUSTOM QUOTE
Scoped per engagement. Typically a one-time implementation fee plus a monthly retainer — quoted after discovery call.
- Internal financial controls design & implementation
- Expense approval workflow architecture
- Vendor & payment controls
- Fraud prevention procedures
- Chart of accounts optimization
- Monthly close process design & management
- Full Tier 1 bookkeeping included
- Best for: Businesses at $1M–$3M preparing to scale or raise capital
TIER 04
CFO-LITE
Strategic financial leadership for operators who need more than a bookkeeper.
CUSTOM QUOTE
Retainer-based and scoped per engagement. Quoted after a discovery call based on entity complexity, reporting needs, and engagement scope.
- Monthly financial review & strategy calls
- KPI dashboard design & ongoing reporting
- Budget vs. actuals analysis
- Lender & investor-ready financial reporting
- Growth and profitability strategy
- Capital raise preparation & support
- Multi-entity financial oversight
- Best for: Businesses at $2M–$5M, capital raise preparation
BUNDLE & SAVE
BUILT FOR HOW BUSINESSES ACTUALLY GROW
SEASONAL OPERATOR
TIER 1 + TIER 2 — BOOKS & CASHFLOW
For seasonal businesses that need clean books and forward-looking cash modeling in one integrated engagement. Built from GWF’s own experience operating Chicago Firewood Delivery, Christmas Tree Delivery, and Nature First Market.
$1,300/mo
$1,500
Save $200/mo
- Full-cycle monthly bookkeeping & reconciliation
- 13-week rolling cash flow forecast
- Seasonal pattern mapping
- Monthly P&L, balance sheet & cash position report
- Year-end CPA-ready file preparation
CAPITAL READY
TIER 3 + TIER 4 — CONTROLS & CFO-LITE
For founders preparing for a capital raise, SBA loan, or investor relationship. Clean controls architecture combined with CFO-level reporting — everything a lender or investor needs to say yes.
BUNDLE & SAVE
Up to 15% off
Pricing scoped after discovery call based on your entity structure, reporting requirements, and engagement complexity. Bundling Tiers 3 and 4 saves up to 15% versus engaging separately.
- Full financial controls design & implementation
- Monthly close management
- KPI dashboard & investor-ready reporting
- Budget vs. actuals & variance analysis
- Capital raise preparation & lender support