Starter
Up to 10 clients
$2,000/ month
2,500 transactions included
Where most firms start
Pricing
One number for your whole book
Priced by how many clients you put on Bursar. Not per seat, not per login. Every plan does the whole job.
Your books, closed every month
Priced by what you spend, not what you earn. By people who do this all day.
Practice
Up to 25 clients
$4,500/ month
6,250 transactions included
Same service, lower effective rate as your roster grows
Growth
Up to 50 clients
$8,500/ month
12,500 transactions included
Adds a priority close queue across your whole book
Scale
Up to 100 clients
$15,500/ month
25,000 transactions included
Adds a named reviewer and a monthly operations review
Over your allowance, $25 per 100 transactions. Measured on a rolling three-month average, so one busy month doesn’t move your bill.
Included
What every plan includes
- Finished closes, in two to three days
- Nightly transaction coding
- Document chasing under your name
- Trial balance, adjusting journal entries, accruals and prepaids
- Every balance sheet account reconciled with named substantiation
- Depreciation schedules and AR/AP aging
- A credentialed accountant signs off before anything ships
- The full report package on your letterhead
- Unlimited seats for your team
- QuickBooks Online and Xero
No per-seat fees. No setup fees. No minimum term.
By tier
What each tier adds
Starter
Nothing. This is the full close.
Practice
Nothing. Same service, lower effective rate.
Growth
Priority close queue across your whole book.
Scale
A named reviewer and a monthly operations review.
Custom
Formal service agreement, quarterly business review, single sign-on and role controls.
Not included
What we don’t do
- We don’t file or sign tax returns. That stays with you.
- We don’t do audit, review or any attest work.
- We don’t run payroll.
- We never speak to your clients. No advice, no calls, no contact.
- We don’t sell you practice management software. No workflow, no time tracking, no billing, no portal.
- We don’t move your books. They live in your QuickBooks or Xero the whole time.
- Your QuickBooks or Xero subscription is yours, not ours.
Priced separately: catch-up cleanup, year-end workpapers, 1099s, sales tax support.Priced as add-ons: the reporting pack and venture handling.Re-tiered at intake, not billed as overage: any client running over 1,000 transactions a month.
Add-ons
Add more where it’s worth it
Priced per client, per month. You pick which clients.
Reporting pack, +$50
A monthly management pack your client actually reads. P&L, balance sheet and cash flow with variance, a 13-week cash view, the KPIs that matter for their industry, and written commentary you can edit before you send it. Your letterhead, your voice.
Venture clients, +$100
For the venture-backed clients on your book. Deferred revenue and accruals handled as standard, runway and burn on every pack, investor-ready format, R&D credit documentation prepped. Reporting pack included.
Also available
One-off work
- Catch-up cleanup, $300 to $500 per back month
- Year-end workpaper package, $75 to $150 per client per year
- January 1099s, $35 per form
- Sales tax support, $45 per state per quarter
The first three firms get $1,500 a month for up to 10 clients, in exchange for a named case study and a reference call. After that the rate card is the rate card.
Custom
Over 100 clients, multi-entity rosters, or a book that doesn’t fit a band
We’ll profile your roster and quote one number. Formal service agreement, quarterly reviews, single sign-on and role controls.
First month free. Every close in two to three days or it’s free.
Annual prepay, one month free.
FAQ
Questions
How do you count a client?
Each client business you put on Bursar. Your team doesn’t count, and seats are unlimited.
What counts as a transaction?
Any line that has to be categorized and reconciled. A deposit, a card charge, a transfer, a check. An invoice isn’t a transaction, the payments against it are.
What if we go over the allowance?
$25 per 100 transactions, measured on a rolling three-month average. A seasonal spike won’t move your bill. If one client alone is running over 1,000 transactions a month, we’ll re-tier that client rather than bill you overage.
What if some of our clients are messy?
We profile your roster before we quote, pulling transaction counts straight from QuickBooks or Xero. You get one number that already accounts for it.
Can we start with a few clients?
Most firms do. Start with the five that keep you up at night.
Do our clients ever see you?
No. We chase documents under your name and deliver on your letterhead.
What happens if we leave?
Your books live in your QuickBooks or Xero the whole time. Nothing to migrate back.
See it on your own books
Bring us three clients and a messy month. We’ll close it and you can check our work.
Seed
Under $25k monthly expenses
$549/ month
Up to 150 transactions
Growth
$25k to $100k monthly expenses
$899/ month
Up to 400 transactions
Scale
$100k to $250k monthly expenses
$1,449/ month
Up to 900 transactions
Over your allowance, $25 per 100 transactions. Measured on a rolling three-month average, so one busy month doesn’t move your bill.
Included
What every plan includes
- Books closed in two to three days
- Nightly transaction coding
- We chase the receipts, you don’t
- Every account reconciled against the statement
- Accruals, prepaids and deferred revenue handled as standard
- A credentialed accountant signs off before it reaches you
- P&L, balance sheet, cash flow
- Burn, runway and a 13-week cash view
- Your monthly pack, investor ready
QuickBooks or Xero. Your ledger, your login, yours if you leave.
By tier
What each tier adds
Seed
Nothing. This is the full close. Email support.
Growth
R&D credit documentation prepped, quarterly review call.
Scale
A named reviewer, monthly review call, priority close queue.
Custom
Multi-entity consolidation, inventory accounting, service agreement.
Not included
What we don’t do
- We don’t file your tax return. We hand your finished books to a CPA firm in our network and introduce you. They file, you pay them directly, nothing gets re-done.
- We don’t file the R&D credit claim. We prep the documentation, a licensed firm files it.
- We don’t run payroll.
- We don’t do audit, review or any attest work.
- We don’t pay your bills. We record what you paid, we don’t move the money.
- We don’t invoice your customers or chase them for payment.
- We’re not a bank. No accounts, no cards, no treasury.
- We don’t manage your cap table.
- We don’t do fundraising support, financial modeling or CFO advisory.
- Your QuickBooks or Xero subscription is yours, not ours.
Priced separately: catch-up cleanup, year-end workpapers, 1099s, sales tax support.Custom only: multi-entity consolidation and inventory accounting.
Also available
One-off work
- Catch-up cleanup, $300 to $500 per back month
- Year-end workpaper package, $150
- January 1099s, $35 per form
- Sales tax support, $45 per state per quarter
Custom
Over $250k monthly expenses, multiple entities, or inventory
We’ll look at your books and quote from what’s actually there, not a band.
First month free. Every close in two to three days or it’s free.
Annual prepay, one month free.
FAQ
Questions
What counts as a transaction?
Any line that has to be categorized and reconciled. A deposit, a card charge, a transfer, a check. An invoice isn’t a transaction, the payments against it are.
How do I know my monthly expenses?
Total everything that leaves your accounts in a normal month. Payroll, vendors, subscriptions, cards. If you’re between two tiers, bring the number to a call.
What if we go over the transaction ceiling?
$25 per 100 transactions, measured on a rolling three-month average. A launch month won’t move your bill.
Our books are behind. Can you still take us?
Yes. We quote catch-up separately by the month, then start the monthly close once you’re current.
Do you replace our accountant?
No. We do the books. Filing, audit and payroll stay with a licensed firm, and we’ll introduce you to one if you need it.
What happens if we leave?
Your books live in your QuickBooks or Xero the whole time. Nothing to migrate back.