Pricing
Three tiers, one audit, and every add-on priced in publicPublished rates, because making you book a call to find out the price wastes both our afternoons.
Every engagement runs the same three steps. Read the free playbook, buy the audit, install the system.
| Step | What | Cost |
|---|---|---|
| 1. Read | The Agency Financial OS | Free |
| 2. Diagnose | The OS Audit | $3,000 one-time |
| 3. Install | The OS installed | $500 to $2,500 a month |
- Bookkeeping and month-end close
- P&L by the 15th business day
- Year-end CPA collaboration
- Semi-annual financial health call
- Monthly Loom review
- Email support, 4 business days
- Everything in Starter
- P&L by the 10th business day
- Custom financial dashboard
- Quarterly calls plus monthly Looms
- Annual budget, quarterly forecasts
- Email support, 48 hours
- Everything in Growth
- Monthly financial health call
- Weekly financial report
- Funnel-to-financial forecast
- Monthly reforecasts
- Email support, 24 hours
What it costs to start
One one-time fee. Which one depends on your tier, and a twelve-month commitment waives it either way.
| Tier | One-time to start | On a 12-month agreement |
|---|---|---|
| Starter | $500 setup | Waived |
| Growth | $3,000 OS Audit | Waived |
| Scale | $3,000 OS Audit | Waived |
Growth and Scale don't pay the $500 setup fee. The OS Audit is the entry fee at those tiers, and it becomes your foundation month rather than sitting alongside the work.
Six-month minimum on every partnership. Twelve months waives the entry fee and locks your rate for the term.
Starter, $500 to $800 a month
Agencies under $500K. Clean books and tax-ready clarity.
- Bookkeeping and month-end close
- Monthly financial statements, P&L by the 15th business day
- Year-end tax support: reconciled financials
- Year-end collaboration with your CPA
- Semi-annual financial health call
- Monthly Loom financial review
- Unlimited email support, 4 business day response
No dashboard at this tier. It's a $200 a month add-on if you want one.
Growth, $1,500 a month
Agencies $500K to $1.5M growing fast but flying blind. This is the tier most clients land on.
- Foundation month: the OS Audit
- Bookkeeping and month-end close
- Monthly financial statements, P&L by the 10th business day
- Year-end tax support and CPA collaboration
- Quarterly financial health call plus monthly Looms
- Custom financial dashboard
- Annual budget
- Quarterly forecasts, including tax cash flow
- Unlimited email support, 48 hour response
Scale, $2,500 a month
Agencies $1.5M to $5M and up, making big decisions on hiring, pricing and expansion.
- Foundation month: the OS Audit
- Bookkeeping and month-end close
- Monthly financial statements, P&L by the 10th business day
- Year-end support and CPA collaboration
- Monthly financial health call
- Custom financial dashboard
- Weekly financial report
- Funnel-to-financial detailed forecast
- Monthly forecasts
- Unlimited email support, 24 hour response
The audit, three ways
| Option | Audit fee | Monthly |
|---|---|---|
| Audit only | $3,950 one-time | None. You take the roadmap and run |
| Audit plus 6-month engagement | $3,000 due on execution | Your tier rate |
| 12-month engagement | Waived, a $3,000 value | Your tier rate, locked |
One thing worth knowing before you pick the twelve-month option: if you terminate early for any reason other than our material breach, the waived $3,000 becomes due on top of the remaining monthly fees. It's a real commitment, priced like one.
Add-ons
If a tier is close but not quite, buy the piece you need instead of the next tier up.
| Starter add-on | Price |
|---|---|
| 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-on | Price |
|---|---|
| Monthly review meeting | $250 /mo |
| Funnel-to-financial forecast | $350 /mo |
| Monthly forecast | $350 /mo |
| Project or class-level tracking | $300 /mo |
| Forecast refresh, existing clients | $1,000 one-time |
| Tech stack audit | $750 one-time |
Billing
- Automatic draft on Stripe, the same date each month.
- Six or twelve month initial term, then it renews month to month.
- Work outside the agreed scope is $150 an hour, agreed in writing first.
What no tier includes
Same exclusions at every price. No tax preparation, filing, planning or advising. No accounts receivable or accounts payable management. No payroll processing or payroll tax filing. No GAAP-basis deliverables unless we agree in writing. No audit preparation or representation. No legal, HR or compliance advising.
If you need a rough sense of which layer you're missing before you pick a tier, start here.
Questions
The ones people actually ask on the first callIs there a setup fee on top of the monthly rate?
One one-time fee, and which one depends on the tier. Starter is a $500 setup fee. Growth and Scale have no separate setup fee, because the entry fee there is the $3,000 OS Audit, which becomes your foundation month. A twelve-month agreement waives whichever one applies to you.
What happens to my rate after the minimum term?
The agreement renews month to month and either side can end it with 30 days' written notice. A twelve-month commitment locks your rate for the term, which a six-month term does not.
Can I downgrade from Growth to Starter?
Yes, with written notice before the relevant billing date. One agreement sets that deadline at five business days before the month 4 billing date, and a downgrade inside the initial term means the remaining balance is recalculated at the lower rate.
Why is the dashboard not in the Starter tier?
Starter is built for agencies under $500K that mostly need clean books and a clean tax handoff. A dashboard is worth paying for once there are decisions riding on it, so it sits as a $200 a month add-on rather than in the base price.
Do you price differently for two companies under one owner?
Sometimes. One current agreement covers two legally separate entities as a single collective on one combined invoice, with separate books per entity and shared strategy calls, and the combined fee steps up at a month-6 review based on annualised trailing revenue.
Next step
A 30-minute call, and you will know whether this fitsMonthly bookkeeping, a Fathom dashboard, and fractional CFO advisory for marketing and creative agencies doing $300K to $5M. Logan works every account.