FULL RATE CARD
Pricing.
Our prices are on this page, before any call. Flat monthly retainers, fixed scope projects, no hourly billing and no onboarding fee on retainers. You bill by the hour. We never do.
Annual equivalents: Core $10,200, Growth and Controller $21,000, Enterprise from $42,000.
MONTHLY RETAINERS
Three flat fees. Zero hourly bills.
Pick by annual revenue, accounts and transactions. If you sit between two tiers, you start on the lower one and we revisit at 90 days.
TIER 1
Core Financial
$850/mo
$10,200 a year
Solo and small firms up to $250k
An accountant closes your month. You get your evenings back.
Book my Core call- Up to $250k annual revenue
- Up to 4 accounts and 50 transactions
- Cash or accrual basis
4 more included
- Monthly close and bank reconciliation
- Standard financial reporting
- Payroll coordination and support
- Audit prep and year end CPA handoff
BEST FOR GROWING FIRMS
TIER 2
Growth and Controller
$1,750/mo
$21,000 a year
Up to $3M, when partners want margins and forecasts
Controller level oversight without the salary.
Book my Growth call- Everything in Core, plus:
- Up to $3M annual revenue
- Up to 5 accounts and 200 transactions
- Basic AP and AR management
4 more included
- Budgeting, forecasting and cash flow
- KPI tracking and performance analysis
- Process improvement
- Dedicated advisory meetings
TIER 3
Enterprise
$3,500+/mo
from $42,000 a year
Multi entity or high volume, $1M to $5M+
One set of numbers across every entity, with a priority direct line.
Get my Enterprise quote- Everything in Growth, plus:
- $1M to $5M+ annual revenue
- 6 to 10+ accounts and 200 to 500+ transactions
- Full cycle invoicing and bill pay
4 more included
- Multi entity and consolidation
- Scalable financial systems
- Advanced departmental tracking
- Priority direct line advisory
IN EVERY PLAN
What every plan includes, from $850 a month.
Core Financial is the floor, not a trial. The basics are never an upsell. Every retainer starts with these six.
Monthly close
Your books closed every month, not caught up once a year when your CPA calls.
Bank reconciliation
Every bank account in scope reconciled monthly, so your books match the bank.
Standard financial reporting
Profit and loss, balance sheet and cash flow statements every month, with plain English notes.
Cash or accrual basis
Books kept on the basis your firm and your CPA use.
Payroll coordination and support
Payroll coordinated with your provider and supported every run, then booked correctly.
Audit prep and year end CPA handoff
Schedules and reconciliations prepared for your CPA, who files the return. We coordinate the handoff.
FIXED SCOPE PROJECTS
One urgent problem. One fixed scope. One price.
For firms that are behind, switching systems or facing an audit. Each project has a fixed scope. Data migration depends on your systems, so it is quoted once scoped.
Historical cleanup and rescue
From $1,500
Months or years of backlog rebuilt to a clean close, quoted in writing before work starts.
ERP selection and implementation
From $5,000
Outgrown your software? We help you choose the right system and oversee the rollout start to finish.
Data migration and GL architecture
Quoted
Your chart of accounts rebuilt around clients, matters or projects, with your history moved over cleanly.
One off financial modeling
From $2,500
A model for a new hire, a new office, a partner buy in or a price change, before you commit.
Audit readiness sprint
From $3,000
Schedules, reconciliations and support pulled together before an auditor, a lender or a buyer asks.
WHICH PLAN FITS
Find your plan in one line.
- YOUR SITUATION
Solo or small firm up to $250k in revenue, simple books
START WITHCore Financial
WHYMonthly close, reconciliations and a clean CPA handoff. The hours you spent on books go back to clients.
- YOUR SITUATION
Growing firm up to $3M, partners asking for margins and forecasts
START WITHGrowth and Controller
WHYAdds basic AR and AP, forecasts, KPI tracking and advisory meetings, for $21,000 a year.
- YOUR SITUATION
Several entities, 6 or more accounts, or over 200 transactions
START WITHEnterprise
WHYFull cycle invoicing and bill pay, consolidation and departmental tracking, with a priority direct line.
- YOUR SITUATION
Books months behind, or your CPA keeps sending them back
START WITHHistorical cleanup, then a retainer
WHYA fixed scope quoted in writing before work starts, from $1,500. Then your close runs from clean books.
- YOUR SITUATION
Your volume sits between two tiers
START WITHThe lower tier
WHYYou start lower and we revisit at 90 days, once we have seen your real volume.
YOUR OTHER OPTIONS
Controller level help for less than half a bookkeeper's pay.
A bookkeeping clerk's median wage is $50,670 a year (BLS, 2025). Growth and Controller is $21,000 a year, flat. Doing it yourself looks free until you price your hours.
| Cherry Tree | In house bookkeeper | Doing it yourself | Traditional CPA firm | |
|---|---|---|---|---|
| Cost a year | Flat fee, $10,200 to $42,000+ | $50,670 median wage | Your billable hours | Priced per engagement |
| With benefits and payroll taxes | Nothing extra | About $74,000 a year (our estimate) | Nothing extra, just your evenings | Nothing extra |
| Monthly close and reconciliations | Every month, every plan | Their core job | When you find time | If you buy monthly work |
| Forecasts and KPI tracking | From $1,750 a month | A corporate controller: $152,000+ starting salary | A spreadsheet and a guess | Priced separately, if offered |
| Law firm trust reconciliation | Monthly, ready for your review and sign off | If trained on trust | You, after hours | If they offer it |
| Who files your taxes | Your CPA, from books we prepare | Your CPA | Your CPA, or you | The CPA firm |
| Hiring and training | None needed | Yours to do | Yours to learn | None needed |
Sources, and how we estimate the $74,000
Sources: BLS Occupational Outlook Handbook, May 2025 median wage, bookkeeping, accounting and auditing clerks. Robert Half 2026 Salary Guide, national corporate controller starting salaries of $152,000 to $213,250 before bonuses and benefits. $74,000 is our estimate, not a published figure: $50,670 divided by 68.7%, the wage share of employer cost for private industry office and administrative support workers (BLS Employer Costs for Employee Compensation, June 2026), before recruiting, training, software and office costs. A service is not a full time employee. The attorney stays responsible for trust accounts in every column.
PRICING QUESTIONS
The fine print, in large print.
Not covered here? Ask on the free call or send a message.
What if my firm sits between two tiers?
We price on the tier your transaction volume lands in, not revenue alone. If you are borderline, you start on the lower tier and we revisit at 90 days.
Is there an onboarding fee?
Not on retainers. If your books need cleanup first, we quote it separately as a fixed scope project, in writing, before any work starts. You see exactly what the catch up costs.
What is not included?
Tax return filing and audit representation stay with your CPA. We prepare the books, schedules and reconciliations they need and coordinate the year end handoff. Basic AP and AR management starts at Growth and Controller. Full cycle invoicing and bill pay come with Enterprise.
Why does $850 cost more than app based bookkeeping?
Core is an accountant closing your month: accounts reconciled, standard reports, payroll coordinated and a clean handoff to your CPA. If you only need data entry, a lower cost service may suit you better. Compare the fee with your billable rate.
What does Growth and Controller add over Core?
Higher limits, up to $3M in revenue with 5 accounts and 200 transactions, plus basic AP and AR management, budgeting, forecasting and cash flow, KPI tracking and performance analysis, process improvement and dedicated advisory meetings. It is $21,000 a year, less than half a bookkeeping clerk's $50,670 median wage (BLS, 2025). A service is not a full time employee.
Will you bill me by the hour for extra questions?
No. Every retainer is a flat monthly fee with no hourly billing, so ask what you need to ask. From Growth and Controller up, you also get dedicated advisory meetings.
BOOK A FREE CALL
Pick a time. Bring your messiest month.
You already know the prices, so the call is about your books: which plan fits, and whether cleanup comes first. No obligation.
Free 30 minute call
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