There’s a lot to look at here, but frankly, transparency and flexibility is important to me. I want you to know what to expect from me, each step of the way.
Realize Balance 2025 Services and Rates
For all packages, I charge monthly fees based on integrated app costs and a low flat fee for my time.
No matter what you make, my services are the same, including your online account and related services, as well as all phone calls, emails, meetings, and pep talks. The only exception is 1099 filings, which you can get a la carte at an hourly rate.
Bookkeeping Plans
Scale
($1200/mo)
Complex accrual clients w/ high volume or job costing
- Unlimited transactions
- 10+ accounts
- Bi-weekly books
- Accrual + class/job tracking
- Monthly review
- Financial dashboards
Growth
($850/mo)
Growing businesses w/ inventory or multiple accounts
- Up to 250 transactions/mo
- 6-8 accounts
- Monthly reconciliation
- Partial accruals
- Receipt mgmt
- Reports & visuals
Core
($650/mo)
Service-based orgs w/ clean monthly activity
- Up to 100 transactions/mo
- ≤5 accounts
- Monthly cash-basis books
- Hubdoc + Xero/QBO
- Compliance support
Solo
($300/mo)
Solopreneurs or S-corps with light transactions
- <30 transactions/mo
- ≤4 accounts
- Quarterly books
- Annual summary
- Tax-ready deliverables
Full Accounting Back Office (CAS)
Scale CAS
($3500/mo)
Multi-department teams, 30+ staff, Weekly cycles
- Books: Bi-weekly, accrual + journal entries
- Payroll: Weekly + off-cycle, W-2 + benefits
- A/P: Weekly, Multi-step approvals
- HR: 24-48 hr response, Live Zooms
- Reports: Monthly dashboards, Board-ready
Growth CAS
($2000/mo)
6–15 employees, Moderate AP & HR needs
- Books: Monthly close, optional accrual
- Payroll: Bi-weekly, multi-state, W-2 + benefits
- A/P: Bi-weekly, 15-30 bills/mo
- HR: 48-72 hr email support
- Reports: Monthly summaries
Core CAS
($1250/mo)
1–5 employees, Simple payroll & AP
- Books: Monthly close, cash basis
- Payroll: Monthly, Basic setup
- A/P: Monthly, ≤15 bills/mo
- HR: 5–7 day email support
- Reports: Standard P&L + Balance sheet
Solo CAS
($650/mo)
Solopreneurs needing back-office support
- Books: Quarterly close
- Payroll: Owner payroll only
- A/P: Monthly, Up to 10 bills/mo
- HR: None or owner-only
- Reports: Year-end summary
Fractional CFO Plans
Scale CFO
($5000+/mo)
$5M+ revenue, board/advisor involvement
- Weekly cash review + scenario modeling
- Strategic finance leader
- Investor prep
- Forecasting & growth scenarios
Growth CFO
($3000/mo)
Growth-stage teams needing deeper finance insights
- Monthly strategy + KPI check-ins
- Monthly KPI dashboard
- Budget revisions
- Department planning
Core CFO
($1500/mo)
Early-stage orgs or low-staff teams
- Quarterly planning + forecasting
- Budgeting tools
- Cashflow prep
- Strategic roadmap
Solo CFO
($850/mo)
Owner-run business needing budget + planning
- 1x annual strategy session + email support
- Annual budget + review
- Owner check-ins
- Tax projection alignment
Payroll & HR (By Headcount)
Plus
($1750+/mo)
Teams with 30+ employees, multiple states, benefits
- 30+ employees + multi-state
- Weekly payroll
- HRIS + HR meetings
- Reviews & compliance
- Benefits & onboarding
Grow
($1250/mo)
10–30 employees needing strong structure
- 10-30 employees
- Bi-weekly payroll
- State registration
- PTO + benefits mgmt
Core
($750/mo)
3–10 employees, simple payroll & onboarding
- 3-10 employees
- Monthly payroll
- Handbooks
- On/offboarding
Start
($500/mo)
1-2 staff
- 1-2 employees
- Basic HR policies
- Simple payroll compliance
Solo
($300/mo)
Solo S-Corp or LLC owners
- Owner payroll
- Gusto admin
- Quarterly or Annual runs
- S-corp compliance
Accounts Payable (A/P)
Plus
($1000+/mo)
30+ bills/mo, AP workflows, vendor relations
- 30+ bills/mo
- Weekly AP runs
- Approvals + routing
- Vendor mgmt
Core
($600/mo)
11–30 bills/mo, standard processing
- 11-30 bills/mo
- Bi-weekly processing
- Vendor updates
- Relay Financial / Mercury
Start
($300/mo)
≤10 bills/month
- 1–10 bills/mo
- Monthly batch
- Coding + review
- 1099 prep
Solo
($75/run)
Occasional bills or reimbursements
- Per instance
- Manual upload
- One-time review
- Vendor push
Sales Tax Management
Plus
($750+/mo)
10+ states & multi-channel ecommerce
- 10+ states, monthly filings
- Full nexus tracking
- Filings + registration
- Exemption certs
- E-commerce platform integrations
Core
($500/mo)
3–9 states w/ moderate complexity
- 3-9 states, monthly or quarterly
- Quarterly/semi-annual filings
- Sales sync from 1–2 platforms
- Registrations
- Basic notices mgmt
Start
($300/mo)
1–2 states quarterly/semi filings
- 1-2 states, quarterly/semi-annual
- Manual prep + review
- Simple platform data
Solo
($100/mo)
1 state, low volume
- 1 state, annual
- Annual single state return, no software sync
- Manual tracking only
Licensing & Royalties
Plus
($1500+/mo)
15+ IPs, subsidiary rights, multiple splits
- 15+ titles, global scope
- Rights tracking software
- Contract + split mgmt
- Royalty reviews + dashboards
Core
($850/mo)
5–15 IPs or licenses
- 5-15 IPs, quarterly statements
- Manual tracking
- Statement prep
- Publisher reporting
Start
($500/mo)
2–4 licenses or royalty payees
- 2-4 IPs, semi-annual statements
- Spreadsheet-based
- Simple splits
- No automation
Solo
($150/mo)
1 IP or royalty agreement
- 1 title, annual statements
- Manual calc
- Simple statement
