Client Accounting Services: Plans & Pricing

Four plans from clean books to technical accounting at scale, plus a separate Fractional CFO line quoted to scope. Every plan is run by a senior CPA, and you step up as the accounting gets more technical.

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Awards & Recognition

Monthly Plans

Four Ways to Partner With Us

Each plan builds on the one before it. Pricing scales with your transaction volume, entities, and complexity. Strategic CFO work is quoted separately.

For-ProfitNon-Profit

Bronze

Core Accounting

For owner-operated businesses that want clean, reliable books.

Starting at

$1,500$2,100/mo

Onboarding scoped to setup & cleanup

What’s included

Bank & credit-card reconciliations
Journal entries & payroll posting
Monthly financial statements + review
Annual 1099 preparation & filing
CPA-reviewed close

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Which Tier Fits Your Business?

Find your starting point by revenue — we’ll tailor the exact scope and fee to your books in a discovery call.

Your Plan	Your Annual Revenue	Your Monthly Investment	What You Get
Bronze — Core Accounting	Under $1M	Starting at $1,500$2,100	Clean books, a reliable month-end close, and financial statements you can act on
Silver — Controller	$1M–$5M	Starting at $2,500$2,900	Everything in Bronze, plus a controller watching your numbers: payroll, bills & invoicing, budgets, and cash-flow reporting
Gold — Senior & Technical	$5M–$20M	Starting at $3,500$3,900	Everything in Silver, plus senior CPAs for the technical work: GAAP guidance, complex accounting, and audit support
Enterprise	$20M+	Quoted	Your full accounting function, multi-entity ready, scoped around your business

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Exactly What’s Included

● included · ○ available à la carte · — not at that plan. Higher plans include everything below.

Service	Bronze	Silver	Gold	Enterprise
Core Accounting
Bank & credit-card reconciliations	●	●	●	●
Cash/CC clearing, loan & investment recs	●	●	●	●
Journal entries & payroll posting	●	●	●	●
Monthly financial statements + review	●	●	●	●
Annual 1099 preparation & filing	●	●	●	●
Operational Accounting
Payroll, bill pay (A/P) & A/R invoicing	○	●	●	●
Fixed assets & employee reimbursements	○	●	●	●
Sales-tax preparation & filing	○	●	●	●
Custom + class / customer reporting	○	●	●	●
A/R & A/P aging & reconciliation	○	●	●	●
Controller Advisory
Annual budget & performance vs. budget	—	●	●	●
Monthly financial-statement review meeting	—	●	●	●
Management meetings & vendor / regulatory oversight	—	●	●	●
Senior & Technical Accounting
Revenue-recognition review	—	—	●	●
GAAP review & guidance; lease accounting per GAAP	—	—	●	●
Operations assessment & audit support	—	—	●	●
Technical / Enterprise
Technical accounting (ASC 842, ARO, derivatives)	—	—	○	●
Multi-entity consolidation & inventory valuation	—	○	○	●

Fractional CFO is quoted separately (below). It stacks on any plan or stands alone.

Separate line · Quoted

Fractional CFO & Strategic Advisory

A dedicated strategic finance partner: cash-flow forecasting, KPIs, board & investor prep, and capital / financing readiness. Stacks on any plan or stands alone.

Quotedper engagement

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How It Works

From First Call to a Clean Monthly Close

Most clients are up and running within their first month. Here’s how it goes.

Discovery call

We get to know your business: volume, entities, and what isn’t working today.

Tailored proposal

We send back one flat monthly fee, scoped to your actual book. No hourly meter.

Onboarding

We review your chart of accounts, set up QuickBooks Online + Karbon, and clean up any prior-period gaps.

Monthly partnership

Every month you get a CPA-reviewed close, plus the reporting and advisory your plan includes.

Questions

Frequently Asked Questions

How is this different from hiring an in-house bookkeeper or controller?+

A full CPA-led team for less than one mid-level hire, with no recruiting, benefits, turnover, or coverage gaps. Standardized procedures keep the work moving if someone’s out, and a senior CPA reviews every close.

Will my price match what’s listed?+

Most firms won’t show a number at all. Ours are real anchor plans. You’ll land near the one that fits your volume and entities, with the exact monthly fee scoped to your books. No teaser rates, no hourly surprises.

How much should a business budget for accounting?+

A useful sizing benchmark: businesses under $10M in revenue typically invest 2–5% of revenue in accounting and finance; $10M–$100M businesses 1–3%; larger enterprises 0.5–1.5%. Use that range as a ballpark for the tier that fits, then we scope the exact fee to your books in discovery.

Which plan is right for me?+

We scope bottom-up: services needed, monthly transaction volume, entities. Plan names are a starting point. Your proposal reflects actual scope.

What if my books are behind or a mess?+

Common, and we handle it. Onboarding includes a cleanup scoped to the state of your books, priced separately from the monthly fee and spelled out before you commit. You start on clean, current books.

Is this senior CPA work or junior bookkeeping?+

Every engagement is led and reviewed by a senior CPA. Work is delivered by a team on standardized procedures, so you get senior judgment without paying for one person’s hours.

Can I switch plans or cancel?+

Engagements are month-to-month after onboarding. Move up as you grow more complex; if you leave, we hand back clean, organized books.

Ready to Focus on What Matters?

Partner with WhippleWood for clean, compliant, and decision-ready books. Tell us about your business and we’ll send back a tailored proposal: one flat monthly fee, scoped to you.

Schedule a Discovery Call