Solo
$300/mo
Solopreneurs or S-corps with light transactions
- ✶ Under 30 transactions per month, up to 4 accounts
- ✶ Quarterly books
- ✶ Annual summary
- ✶ Tax-ready deliverables
✶Services & Rates
Pick your package. Know your price.
Transparency and flexibility matter here. Every rate is published, every package is a flat monthly fee, and every quote is custom-confirmed in a real conversation. No mystery pricing, no hourly surprises.
Balance, PLLC publishes every service rate: bookkeeping from $300 to $1200 per month, full back-office accounting (CAS) from $1250 to $3500 per month, fractional CFO from $1500 to $5000+ per month, payroll and HR from $300 to $1750+ per month, and accounts payable from $75 per run. All packages are flat monthly fees that include calls, emails, meetings, and pep talks.
✶Act One
Bookkeeping Plans
Core
$650/mo
Service-based orgs with clean monthly activity
- ✶ Up to 100 transactions per month, up to 5 accounts
- ✶ Monthly cash-basis books
- ✶ Hubdoc + Xero/QBO
- ✶ Compliance support
Most Popular
Growth
$850/mo
Growing businesses with inventory or multiple accounts
- ✶ Up to 250 transactions per month, 6 to 8 accounts
- ✶ Monthly reconciliation with partial accruals
- ✶ Receipt management
- ✶ Reports and visuals
Scale
$1200/mo
Complex accrual clients with high volume or job costing
- ✶ Unlimited transactions, 10+ accounts
- ✶ Bi-weekly books
- ✶ Accrual plus class and job tracking
- ✶ Monthly review and financial dashboards
✶The Full Production
Full Accounting Back Office (CAS)
Bookkeeping, payroll, accounts payable, and HR in one integrated package. One team, one flat rate, zero handoffs.
Solo CAS
Custom
Solopreneurs needing back-office support
- ✶ Books: quarterly close
- ✶ Payroll: owner payroll only
- ✶ A/P: monthly, up to 10 bills per month
- ✶ Reports: year-end summary
Core CAS
$1250/mo
1 to 5 employees, simple payroll and AP
- ✶ Books: monthly close, cash basis
- ✶ Payroll: monthly, basic setup
- ✶ A/P: monthly, up to 15 bills per month
- ✶ HR: 5 to 7 day email support
- ✶ Reports: standard P&L and balance sheet
Most Popular
Growth CAS
$2000/mo
6 to 15 employees, moderate AP and HR needs
- ✶ Books: monthly close, optional accrual
- ✶ Payroll: bi-weekly, multi-state, W-2 and benefits
- ✶ A/P: bi-weekly, 15 to 30 bills per month
- ✶ HR: 48 to 72 hour email support
- ✶ Reports: monthly summaries
Scale CAS
$3500/mo
Multi-department teams, 30+ staff, weekly cycles
- ✶ Books: bi-weekly, accrual plus journal entries
- ✶ Payroll: weekly plus off-cycle, W-2 and benefits
- ✶ A/P: weekly with multi-step approvals
- ✶ HR: 24 to 48 hour response, live Zooms
- ✶ Reports: monthly dashboards, board-ready
✶The Director's Chair
Fractional CFO Plans
Solo CFO
Custom
Owner-run business needing budget and planning
- ✶ One annual strategy session plus email support
- ✶ Annual budget and review
- ✶ Owner check-ins
- ✶ Tax projection alignment
Core CFO
$1500/mo
Early-stage orgs or low-staff teams
- ✶ Quarterly planning and forecasting
- ✶ Budgeting tools
- ✶ Cashflow prep
- ✶ Strategic roadmap
Most Popular
Growth CFO
$3000/mo
Growth-stage teams needing deeper finance insights
- ✶ Monthly strategy and KPI check-ins
- ✶ Monthly KPI dashboard
- ✶ Budget revisions
- ✶ Department planning
Scale CFO
$5000+/mo
$5M+ revenue, board or advisor involvement
- ✶ Weekly cash review and scenario modeling
- ✶ Strategic finance leader
- ✶ Investor prep
- ✶ Forecasting and growth scenarios
✶The Cast Gets Paid
Payroll & HR by Headcount
Solo
$300/mo
Solo S-Corp or LLC owners
- ✶ Owner payroll
- ✶ Gusto admin
- ✶ Quarterly or annual runs
- ✶ S-corp compliance
Start
$500/mo
1 to 2 staff
- ✶ Basic HR policies
- ✶ Simple payroll compliance
Most Popular
Run
$750/mo
3 to 10 employees, simple payroll and onboarding
- ✶ Monthly payroll
- ✶ Handbooks
- ✶ Onboarding and offboarding
Grow
$1250/mo
10 to 30 employees needing strong structure
- ✶ Bi-weekly payroll
- ✶ State registration
- ✶ PTO and benefits management
Plus
$1750+/mo
Teams with 30+ employees, multiple states, benefits
- ✶ Weekly payroll
- ✶ HRIS plus HR meetings
- ✶ Reviews and compliance
- ✶ Benefits and onboarding
✶Bills, Handled
Accounts Payable
Occasional
$75/run
Occasional bills or reimbursements
- ✶ Per instance processing
Light
$300/mo
Up to 10 bills per month
- ✶ Monthly batch
- ✶ Coding and review
- ✶ Relay Financial / Mercury
- ✶ 1099 prep
Most Popular
Standard
$600/mo
11 to 30 bills per month, standard processing
- ✶ Bi-weekly processing
- ✶ Vendor updates
Full
$1000+/mo
30+ bills per month, AP workflows, vendor relations
- ✶ Weekly AP runs
- ✶ Approvals and routing
- ✶ Vendor management
Add-ons and one-time services
Bolt these onto any package, or grab them standalone.
| Add-on | Price | Billing |
|---|---|---|
| HR Zoom support (basic) | $300/mo | Monthly |
| HR Zoom plus monthly onsite | $500/mo | Monthly |
| Full HR suite (as-needed) | $1000/mo | Monthly |
| Employee handbook setup | $1200 | One-time |
| Off-cycle payroll | $100 | Per event |
| 1099 filing | $15 | Per form |
| Sales tax registration | $150 | Per state |
| Ledger cleanup or migration | $1500 | One-time |
Sales tax management runs $100 to $175 per month for single-state filers and $100 to $750 per month for multi-state, depending on filing frequency. Royalty and licensing accounting runs $150 to $1500 per month based on the number of IPs and the complexity of splits. Need something custom? Get in touch.
✶Good Questions
Frequently Asked Questions
How does flat-rate pricing work at Balance?
Every package is one flat monthly fee based on integrated app costs plus a low flat fee for time. No matter what you make, the service is the same, including your online account, phone calls, emails, meetings, and pep talks. The only exception is 1099 filings, available a la carte.
Can I mix and match services?
Yes. Plans combine into a custom package: bookkeeping plus payroll, bookkeeping plus AP, or the full back office. The service estimator prices any combination instantly, and every live quote is custom after a real conversation.
What software does Balance use?
Balance runs on cloud accounting tools: Xero and QuickBooks Online for books, Hubdoc for receipts, Gusto for payroll, and Bill.com, Relay Financial, or Mercury for payables. Your records stay accessible to you in real time.
What if my business is too small for a monthly plan?
The Solo tiers exist exactly for that: $300 per month covers quarterly books, annual summaries, and tax-ready deliverables for freelancers and single-owner S-corps. Occasional accounts payable runs are $75 each.
Not sure which package fits?
Run the two-minute service estimator, or skip straight to a free consultation and Pam will scope it with you.