Design
Bookkeeping & CFO Pricing
Choose a bookkeeping and CFO service plan that fits your business needs and budget. Our transparent pricing provides access to accurate financial management, reporting, cash flow insights, and strategic support to help your business grow with confidence.
Only get what you need
No matter the plan you choose, you’re guaranteed accurate bookkeeping, a dedicated team of accountants, and the support you need to grow your business.
Transparent Pricing for Every Stage of Your Business
We believe in clear, upfront pricing with no hidden costs. With ProfitWave360, you get straightforward plans, no surprise charges, no extra fees for basic support, and no long-term contracts.
Have specific needs? Request a custom quote tailored to your specific business needs.
STARTER
$299/month
- Monthly Bookkeeping
- Bank Reconciliation
- Year-End Tax Prep
- Expenses up to $30k
- Tax Planning
- Tax Advice
growth
$599/month
- Monthly Bookkeeping
- Bank Reconciliation
- Year-End Tax Prep
- Expenses up to $30k
- Tax Planning
- Tax Advice
- Federal & State Filing
- Dedicated Manager
SCALE
$1,199/month
- Monthly Bookkeeping
- Bank Reconciliation
- Year-End Tax Prep
- Expenses up to $30k
- Tax Planning
- Tax Advice
- Federal & State Filing
- Dedicated Manager
- Accrual Bookkeeping
- Monthly CFO Call
- Cash Flow Forecasts
- Priority Slack Support
ENTERPRISE
CUSTOM
- Monthly Bookkeeping
- Bank Reconciliationlll
- Year-End Tax Prepllllll
- Expenses up to $30k
- Tax Planning of lifee
- Tax Advice
- Federal & State Filing
- Dedicated Manager
- Accrual Bookkeeping
- Monthly CFO Call
- Cash Flow Forecasts
- Priority Slack Support
- Full CFO Services
- R&D Tax Credits
- Multi-Entity Support
- Daily Categorization
Need something specific?
If our standard plans don’t quite fit your project, let’s create a custom roadmap that aligns with your goals and budget.
Frequently Asked Questions
Can’t find the answer you’re looking for? Chat with our support team
Question 1: . What bookkeeping services do you provide?
We provide full-service bookkeeping including transaction recording, bank and credit card reconciliations, accounts payable and receivable, payroll support, financial reporting, and monthly/quarterly close. We also assist with tax-ready financials for your CPA.
Question 2: Who do you serve?
We work with small businesses, startups, freelancers, and growing companies across the United States, including sole proprietors, LLCs, partnerships, and corporations.
Question 3: Do you work with businesses in all U.S. states?
Yes. Our services are fully remote, allowing us to serve clients in all 50 states while complying with federal and state-specific bookkeeping requirements.
Question 4: What accounting software do you use?
We primarily work with QuickBooks Online, but we also support Xero, Wave, Zoho Books, and other cloud-based accounting platforms. We can work with your existing system or help you set one up.
Question 5: . How often will my books be updated?
Most clients choose monthly bookkeeping, but we also offer weekly, quarterly, or custom schedules based on business needs and transaction volume.
Question 6: Do you handle tax filing?
We do prepare & file taxes, if you already have a CPA we prepare accurate, tax-ready financial reports and coordinate with your CPA or tax preparer to ensure smooth and timely tax filing.
Question 7: What documents do I need to provide?
Typically, we need:
- Bank and credit card statements
- Sales and expense receipts
- Invoices and bills
- Mortgage, Loan & LOC statements.
- Payroll reports (if applicable)
- Previous financial records (for new clients)
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