Pricing and add-ons.

All plans include direct access to Logan, no outsourcing, no hand-offs. Trusted to manage over $75M in annual agency cash flow.

Starter

Agencies under $500K. Clean books and tax-ready clarity.

$500 to $800 / month

  • Bookkeeping and month-end close
  • Monthly financial statements
  • Year-end tax support and CPA collaboration
  • Semi-annual financial health call
  • Email support, 4-business-day response

Plus $500 one-time setup. Credited toward the Agency Financial Audit if you upgrade to Growth.

Book a call

Growth

Agencies $500K to $1.5M growing fast but flying blind.

$1,500 / month

  • First month included: the Agency Financial Audit
  • Everything in Starter, plus:
  • Quarterly financial health call and monthly Looms
  • Custom financial dashboard
  • Annual budget
  • Quarterly forecasts, including tax cash flow
  • Email support, 48-hour response
Book a call

Scale

Agencies $1.5M to $5M+ making big decisions on hiring, pricing, and expansion.

$2,500 / month

  • First month included: the Agency Financial Audit
  • Everything in Growth, plus:
  • Monthly financial health call
  • Weekly financial report
  • Funnel-to-financial detailed forecast
  • Monthly forecasts
  • Email support, 24-hour response
Book a call

6-month minimum on all partnerships. A 12-month commitment waives the $3,000 audit and locks your rate.

Add-ons

Starter add-ons

  • Financial dashboard: $200 /mo
  • Monthly Loom video: $50 /mo
  • Monthly review meeting: $250 /mo
  • Weekly bookkeeping: $250 /mo
  • Quarterly forecast: $150 /mo
  • Historical clean-up: $250 /mo or $2,000 /yr
  • Project or class-level tracking: $200 /mo

Growth add-ons

  • Monthly review meeting: $250 /mo
  • Funnel-to-financial forecast: $350 /mo
  • Monthly forecast: $350 /mo
  • Project or class-level tracking: $300 /mo
  • Forecast refresh for existing clients: $1,000 one-time
  • Tech stack audit: $750, included in the Agency Financial Audit

Every engagement starts with the Agency Financial Audit.

Audit only

$3,950 one-time

Take the scorecard, the model and the plan and run with it yourself.

Audit + monthly

$3,000 one-time

It becomes your first month, so month one starts with answers.

12-month partnership

Audit free

Commit to the year and the $3,000 fee is waived. Your monthly rate locks.

Book a call

30 minutes with Logan. Free.