Pricing

Monthly plans, sized for your business.

Bookkeeping. Controller. Fractional CFO. Choose the level of finance your business needs today — and scale up when you're ready.

Books

For owner-operators who need clean books, monthly.

$399 /mo

Best for

$500K–$2M revenue. You want accurate financials without becoming a finance department.

What's included:

  • Monthly bookkeeping
  • Bank and credit card reconciliation
  • Monthly P&L and balance sheet, delivered by the 10th
  • Tax-ready financials at year-end
  • Email support, 48-hour response
Book a fit call
Most popular

Books + Controller

For growing businesses that need visibility, not just compliance.

$1,895 /mo

Best for

$1M–$5M revenue. You're running too lean on finance to make good decisions, and the cost of bad decisions is starting to show.

Everything in Books, plus:

  • 13-week rolling cash flow forecast
  • Monthly KPI dashboard, built around your business
  • 60-minute monthly close meeting with strategic review
  • Budget vs. actual variance analysis
  • AP/AR management and aging review
  • Compliance and internal controls oversight
  • Quarterly strategic check-in
Book a strategy call

Fractional CFO

For owners planning an exit, raise, or first acquisition.

Starting at $4,500 /mo

Best for

$3M–$10M revenue. You're two to five years from a transaction, or actively in one.

Everything in Books + Controller, plus:

  • Strategic financial planning and board-level reporting
  • Investor, lender, and bank relationship management
  • M&A advisory — buy-side diligence or sell-side prep
  • Quality of Earnings preparation
  • Purchase price allocation and tax structuring (S-corp sale mechanics, Section 338(h)(10))
  • Quarterly business review
  • Direct access, same-day response
Schedule a discovery call

We accept 2–3 new Fractional CFO engagements per quarter to maintain quality of service.

Books behind? Start here.

Catch-up and cleanup

About half of the businesses we onboard need 3–18 months of historical work brought current before we can put them on a monthly plan. We quote this as a one-time engagement based on transaction volume and complexity — typically $1,500 to $8,000. After cleanup, you move onto one of the monthly plans above.

Get a cleanup quote

Why we're different

You're not hiring a bookkeeper. You're hiring the same finance experience PE firms hire.

Most fractional CFO and bookkeeping firms are run by career bookkeepers who learned to talk strategy. Business Insight Services is built around something different.

Business Insight Services is led by a licensed CPA with:

  • Big 4 due diligence background — early-career experience on PricewaterhouseCoopers' Financial Due Diligence team, advising institutional buyers and private equity sponsors on M&A transactions ranging from $50M to $7B.
  • Operator experience leading the finance function at a private equity-backed multi-state operating company, integrating 22+ acquisitions across multiple operating brands.
  • Active practice in PE-backed transaction structuring, including S-corp sale mechanics, Section 338(h)(10) elections, and purchase price allocation.

That experience is what we bring to your $1M–$10M business — at a fraction of what an in-house controller or CFO would cost, with none of the hiring risk.

Learn more about us

What clients say

Results, in their words

We went from closing books in week three to week one, and finally trusted the numbers enough to raise prices 18%. That decision alone paid for two years of fees.

— Owner, professional services firm, $2.4M revenue

I'd had three bookkeepers before BIS. None of them could answer a single forward-looking question. They had a 13-week forecast in front of me by week four.

— Founder, e-commerce, $4.1M revenue

When the LOI came in, we already had QoE-ready financials. Saved us 60 days and probably $200K in working capital adjustments at close.

— Owner, light manufacturing, $7M revenue, exit completed 2025

Outcomes

What changes in the first 90 days

Decisions on real numbers, not gut feel

We close the books by the 10th of every month. You stop deciding on last quarter's report and start deciding on this month's actuals.

Cash visibility 13 weeks out

You'll know what's in the bank, what's coming in, and what's going out — well before it becomes a problem. No more Friday morning surprises.

Stop being the bottleneck

You shouldn't be reconciling Stripe at 11pm. You also shouldn't be the one building forecasts, chasing AR, or interpreting variance. That's our job.

Tax season becomes a non-event

Your CPA gets a clean, audit-ready package on January 5th. You get the rest of January back.

Outcome-focused add-ons

Add what you need

For services that sit outside the standard tiers.

Payroll setup and management

Starting at $70/mo

Multi-state sales tax filing

Starting at $70/mo per state

Bookkeeping software setup and training

Request a quote

AR/AP management

Books tier add-on only — included in Books + Controller

Request a quote

Annual budgeting build

Books tier add-on only — included in Books + Controller

Request a quote

Monthly KPI report build-out

Custom industries

Request a quote

FAQ

Questions, answered honestly

Why not just hire someone in-house?
A full-time controller in most metros costs $110K–$150K all-in. A CFO costs $200K–$350K. Our Books + Controller tier delivers controller-level work for under $23K/year. The math works until you're at roughly $15M+ in revenue or doing something complex enough that you need full-time finance leadership in-house. We'll tell you honestly when you've outgrown us.
Can I cancel anytime?
Yes. We work month-to-month after an initial 90-day period. The 90-day minimum exists because the first month is mostly setup and value compounds — leaving in month two wouldn't give either of us a fair look.
What's the difference between you and a $300/month bookkeeper?
A $300/month bookkeeper categorizes transactions. We do that too, but it's the floor of what we offer, not the ceiling. The bigger difference is who's looking at your books. Most low-cost bookkeepers are not CPAs and have no finance leadership experience. When something complex shows up — multi-state sales tax nexus, a buyer asking for QoE, a banker asking for a 13-week forecast — they're out of their depth. We're not.
Do you work with my CPA or tax preparer?
Yes. We handle bookkeeping and controller work; your tax preparer files. We deliver clean, tax-ready financials to whoever you use. If you don't have a CPA yet, we can recommend one.
What industries do you work with?
Best fit: professional services, e-commerce, construction, light manufacturing, agencies, B2B SaaS. We generally don't take restaurants or pure retail because their margins make our pricing structure a poor match.
What software do you use?
QuickBooks Online for most clients. Sage Intacct for clients $5M+ or with multi-entity structures. We're proficient in both.
Do I have to come in for the first call?
No. All meetings are video by default. We serve clients across the continental US.
How does onboarding work?
30-minute fit call → if it's a mutual fit, we send a proposal within 48 hours → countersign → kickoff call → first month of bookkeeping is in your inbox within 30 days.
PwC alum ·CPA ·22+ acquisitions integrated ·M&A advisory

Get started

Let's see if we're a fit.

30 minutes. No pitch deck. We'll look at your current books, talk about where you want to be 18 months from now, and tell you honestly whether we're the right partner — or whether you need something else.

Prefer email?

contact@businessinsightservices.com
Book a 30-minute fit call