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Transparent Pricing Plans

Bookkeeping & accounting support designed for small businesses that want clean books and clear reporting.

Monthly Yearly 1 month free ⓘ Yearly billing = pay 11 months, get 12. Cancel anytime (terms apply).

🛡️ Tier One: Tax-Ready Foundation

Best for:The solo founder or service pro who is tired of the "second shift"—doing the books on Sunday nights when they should be resting.

$ 495 /mo

Starting price — finalized after a short consult

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Includes:
  • The "Clean Books" Guarantee: Every dollar categorized for maximum deductions. No more "shoeboxes" of receipts or wondering what a charge was six months later.
  • Audit-Proof Reconciliations: Your bank and credit card accounts are matched to the cent, every single month. Your financials are always "bank-ready" if you need a loan or a line of credit.
  • Clarity Without the Jargon: You get a clean P&L and Balance Sheet monthly. We skip the complex accounting-speak and give you the data you need to know if you're actually profitable.
  • You Own Your Data (QBO): We build everything on QuickBooks Online. Unlike the "big tech" firms, you aren't locked into a proprietary system. Your data stays yours, forever.
  • A Human Partner (No Bots): You get a dedicated team that knows your business. If you have a question, you talk to a person who cares, not a support ticket queue.
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🚀 Tier Two: Profit
& Cash Flow Engine

Best for:CEOs and Founders scaling past $500k in revenue who are tired of "flying blind" and want to stop doing the "Sunday night spreadsheet shuffle.

$ 995 /mo

Starting price — finalized after a short consult

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Why this is your relief::
  • Total Cash Flow Visibility: No more guessing why the bank account is low when you’re "busy." We track the leaks in your margins that automated software misses.
  • We Chase the Invoices (AR/AP Support):Stop being the "bad guy." We handle the billing and vendor management so you can focus on the work, not the paperwork.
  • Monthly KPI Deep-Dive:You don’t just get a P&L. You get a snapshot of the metrics that actually matter for your growth.
  • Human-in-the-Loop Advisory:Includes a monthly strategy call. You have a direct line to an expert who knows your business, not a support ticket queue.
  • Accounts receivable support (invoicing + customer tracking)
  • Accounts payable support (bill tracking + vendor management)
  • Monthly KPI snapshot (high-level metrics)
  • Tax-Pro Peace of Mind: We coordinate directly with your CPA. When tax season hits, you just hand over a clean, audit-ready folder and get back to work.

🏢 Tier Three: Virtual Finance Dept

Best for:Complex, multi-entity operations or businesses scaling toward their first $10M who need high-stakes financial oversight without the $200k/year CFO salary.

$ 1,995+ /mo

Quoted based on complexity and reporting needs

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Includes:
  • Manage the Maze: Multi-entity and multi-account support. If you have 3 LLCs, inter-company transfers, and 12 bank accounts, we keep the "buckets" clean and compliant so you don't have to.
  • Board-Ready Reporting: Whether you're reporting to investors, a bank, or a board of directors, you get professional monthly packs that show you’re in total control of the numbers.
  • Budget vs. Reality: Stop guessing. Monthly "Budget vs. Actual" reporting and rolling forecasts so you can see the "potholes" in the road before you hit them.
  • We Handle the Middleman Stress: We coordinate directly with your vendors, banks, and insurance providers. You stay in the CEO seat; we handle the back-and-forth.
  • Weekly Strategic Partner: Includes weekly or bi-weekly check-ins. You’re not just getting "books"—you’re getting a seat at the table with a team that has managed $1.2B revenue cycles.
  • The Ultimate Tax Shield: High-level coordination with your CPA and tax team to ensure your tax strategy and your bookkeeping are perfectly aligned year-round.

Note: LunaSi provides bookkeeping and accounting support. Tax preparation, audits, and attest services are not included. Built on QuickBooks Online—You always own your data.

Custom Plans Available for Businesses with Over $125K in Monthly Expenses or Full Accrual Accounting

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🧹 The Clean Slate (Catch-Up Bookkeeping)

Starts at

$295/mo

Best for:The business owner who is 3, 6, or 24 months behind and feels that "pit in their stomach" every time they think about taxes or a bank loan.

Why this is your relief:
  • The "No-Judgment" Zone: Whether you have a "shoebox of receipts" or a QuickBooks file that's a total mess, we’ve seen worse. We take it off your plate and fix it—no lectures, just solutions.
  • Emergency Tax Readiness: We turn months (or years) of backlog into a clean, CPA-ready package. You can walk into tax season with your head held high, knowing every deduction was captured.
  • The QBO Rescue: If your current QuickBooks looks like a "Frankenstein" project, we perform the surgery. We re-categorize, re-reconcile, and rebuild your foundation correctly.
  • Get "Bank-Ready" Fast: Need a loan, a line of credit, or an investor? You can't get funded with messy books. We get your financials "investor-grade" so you don't miss out on opportunities.
  • A Clean Break: Once we catch you up, you’re ready to transition into one of our monthly plans. No more falling behind—ever again.
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🧠 The Enterprise Brain (Fractional CFO)

Retainers starting

$3,500/mo

Best for: Ambitious CEOs who have outgrown "just bookkeeping" and need a high-level strategic partner to help them navigate high-stakes growth, investment, or exit planning.

  • The Strategic Pilot: You get an executive seat at your table. We don't just tell you what happened last month; we help you decide what to do next month. This is "Big League" strategy for a small business budget.
  • Seeing Around Corners (Forecasting): We build the models that show you the future. Know exactly when you can expand, how much cash you'll need for that next big move, and where the "potholes" are before you hit them.
  • Profit Engineering: We don't just record your margins—we help you fix them. We deep-dive into your pricing, vendor costs, and overhead to find the hidden profit leaks that are keeping you from scaling.
  • Board-Level Financial Reviews: High-level monthly analysis that gives you total confidence when speaking to investors, banks, or your board. You’ll always have the smartest answer in the room.
  • Capital Allocation Strategy: Should you hire, buy equipment, or invest in marketing? We provide the ROI-focused analysis so you can spend every dollar with total confidence.
  • Total Financial Rigor: We bring Fortune 500-level internal controls and reporting cycles to your business, giving you the structure and peace of mind you need to lead.
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