Services & pricing

Clear outcomes. Transparent pricing.

Start with dependable accounting · Add FP&A when you're ready · No long-term contracts

Accounting Foundation
Accounting Foundation
Dependable books and a clear view of where your business stands
from $350/mo
Starting monthly fee · Cancel anytime
✓Up to 150 transactions/month
✓Bank & credit card reconciliation
✓Monthly P&L & balance sheet
✓Receipt & document workflow (Dext)
✓Standard monthly financial review
✓Standard monthly financial review
✓*Subject to timely client information*
✓*Subject to timely client information

Best for: Businesses that need dependable monthly accounting, timely close, and a clear financial picture — without advisory complexity

Get started with Foundation →
★ Most Popular
Growth Finance — Insight
Cash visibility, KPI tracking, and recurring financial interpretation
from $950/mo
Starting monthly fee · Cancel anytime
✓Everything in Accounting Foundation
✓Up to 400 transactions/month
✓Live dashboard & defined KPI scorecard
✓Monthly video financial review (Loom) with written action items
✓Monthly budget-vs-actual analysis & forecast refresh
✓One 45-min monthly finance meeting
✓Forward-looking management interpretation
✓KPI interpretation & cash-flow commentary

Best for: Businesses that want clear visibility into cash and business drivers, with recurring management interpretation and financial insight

Get started with GF—Insight →
Growth Finance — Planning
Growth Finance — Planning
Forward-looking planning and a structured finance cadence for growth decisions
from $1,550/mo
Starting monthly fee · Cancel anytime
✓Everything in Growth Finance — Insight
✓Unlimited transactions
✓Annual operating-budget framework
✓Monthly budget-vs-actual analysis & forecast refresh
✓Scenario analysis for up to 2 management decisions/quarter
✓Sales tax automation via TaxJar
✓One 90-min quarterly planning session
✓One 60-min monthly planning meeting

Best for: Businesses that need an operating budget, recurring forecasts, scenario analysis, and a structured quarterly planning cadence

Get started with GF—Planning →

Pricing scales with transaction volume and complexity · Starting fees shown · Contact us for a custom quote

Getting started

Entry engagements & one-time fees

Every engagement begins with a clear scope. No recurring service starts until your financial records and service scope support the promised delivery standard.

Diagnostic
Finance Diagnostic
$450 fixed fee

Review of books, systems, workflow, reporting needs, and backlog. Written findings report and recommended service design.

Clean-up
Catch-up & Correction
$300–$750 per backlog month

Historical reconciliation, categorization, and correction. $300/mo up to 150 tx; $500/mo for 151–400; $750/mo for 401–750; custom above 750.

Onboarding
Accounting Foundation Onboarding
$350 one-time

System access, chart-of-accounts review, close calendar, portal configuration, reporting setup, and delivery handoff.

Onboarding
FP&A Insight Onboarding
$600 one-time

Accounting onboarding plus dashboard configuration, KPI selection, initial cash-flow model, and first finance-review agenda. Requires current or remediated books.

Onboarding
FP&A Planning Onboarding
$900 one-time

FP&A Insight onboarding plus planning model, budget framework, scenario templates, and management planning cadence. Requires current books and named client decision-makers.

Migration
Platform Migration
$400–$600 one-time

Migration from Wave, FreshBooks, or spreadsheets into QuickBooks Online or Xero.

Transaction-volume pricing grid

Your recurring fee is determined by your service tier and monthly transaction volume. Starting prices shown.

Monthly transactions Accounting Foundation Growth Finance — Insight Growth Finance — Planning
Up to 150 $350/mo $950/mo $1,550/mo
151–400 $500/mo $1,100/mo $1,700/mo
401–750 $700/mo $1,300/mo $1,900/mo
751+ Custom quote Custom quote Custom quote

Each tier assumes one legal entity, one accounting file, and one operating currency. Scope adjustments apply for additional entities or specialized integrations.

Optional add-on

À-la-carte Back Office Processing

Finance-operations support added to an active core relationship. The client retains final approval for all payments, concessions, and management decisions.

A/P Workflow Support
$300/month

Bill intake, coding support, approval routing, payment-ready schedule, and vendor-document organization. Up to 40 bills/month.

A/R Workflow Support
$300/month

Invoice status tracking, aging visibility, standard follow-up workflow, and receivables reporting. Up to 30 invoices/month.

Finance Operations Bundle
$550/month

A/P + A/R Workflow combined. Saves $50/month vs. purchasing separately. Includes standard volume caps.

Sales-Tax Data Organization
$125–$200/month

Sales-data organization, period-close data package, and workflow coordination with your licensed tax professional. Not tax filing or advice.

1099 Information Coordination
$150/year + $10 per contractor

Vendor-information organization, W-9 tracking workflow, and preparer-ready year-end data package. Graphene does not provide tax advice or file returns.

Document & Close-Calendar Administration
$200/month

Document-request follow-up, financial close checklist, deadline tracking, and client reminders for a defined monthly close process.

Optional add-on

À-la-carte Controllership Support

Financial discipline, control visibility, and management accountability — presented as management-information and financial-process support, not audit, legal, or assurance services.

Financial Controls Review
$750 one-time

Review of approval, purchasing, cash-handling, documentation, and close-process practices. Written prioritization of recommended changes. Client management adopts and enforces all controls.

Budget & Variance Review
$300/month

Monthly budget-vs-actual summary, material-variance discussion, and action-item documentation. Requires a client-approved budget.

Cash & Spending Controls Support
$250/month

Recurring review of spending cadence, approval workflow, and selected cash-control practices. Does not authorize payments or replace management oversight.

Vendor & Contract Spend Review
$200/month

Review of renewal dates, spend concentration, vendor trend, and material cost movements. Financial analysis only — does not include legal contract review or negotiation.

Controllership Bundle
$650/month

Budget & Variance Review + Cash & Spending Controls + Vendor & Contract Spend Review. Saves $100/month. Excludes the one-time Financial Controls Review.

Documentation Readiness Review
$500/project

Organized financial-document package and readiness check for a CPA, lender, tax preparer, or similar request. Not an audit, review, or compilation engagement.

All add-on modules require an active Accounting Foundation or Growth Finance relationship · Each module is separately scoped · Contact us for a custom quote