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Pricing

Customizable Pricing to Meet Your Needs

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Fractional Analyst Plans

Our plans are based on your scope of work and timelines. Choose one of our fractional analyst plans that fits your needs and watch your business grow!

Monthly Plan

Deliverables and meetings once a  month

Twice Monthly Plan

Deliverables and meetings twice a  month

wEEKLY
pLAN

Deliverables and meetings once a week

Value Breakdown of a Fractional Analyst vs Full Time

Average monthly savings of 43%

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Monthly Cost of a Full-time Analyst

The average monthly cost for a mid-range full-time analyst (including payroll taxes and benefits) is around $10,000.

 

Some considerations with a full-time analyst also include:  

  • Paying for onboarding time

  • Paying for training and development    

  • Paying for breaks, other meetings, team events, etc.  

  • Long-term commitment of typically at least a year 

  • Hiring and recruiting costs to bring on an employee  

  • Paying for a team of analysts

Average Monthly Cost of a Fractional Analyst

Our prices change based on a few things (normal stuff, like the scope, capacity, etc.) but here are some consistent pieces to our cost savings.

  • Our most common package is less than half the monthly cost of a full-time average analyst (when including benefits)

    • And 57% of the cost when excluding full-time benefits

  • As expert analysts, we produce ~80% of the work that a full-time average analyst can do for a fraction of the cost

  • Our onboarding typically only lasts 1-2 phone calls, not 1 month or more

  • We charge a flat fee

    • So even if it takes us longer than expected, you don't pay more and still get what you want by the deadline

  • You're not locked in for anything long-term

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Products

Such as our QBO, Hubspot, and Clockfiy dashboards.

Starting as low as $500 to get set up and $75/user/month. Enterprise pricing also available! 

STANDARD  dashboard

  • Automated connection to QuickBooks Online

  • P&L visualized with our default metrics and visuals

  • Balance Sheet and Cash Flow statements visualized with our default metrics and visuals

  • One dashboard link for all of your clients

  • Using existing third-party software to help keep costs low

​Good for small bookkeeping firms looking to:

  • Save time in building monthly client reports

  • Standardize reporting across clients

  • Deliver a value add for their clients

Pricing

  • Discounts available!

  • $500 set up investment

  • $75 / user / month

- A "user" is defined as one of your client companies. Multiple people in your client company can all have access for one monthly price.​

- We do offer reduced pricing for a certain amount of clients using the dashboard

customized DASHBOARD

  • Automated connection to QuickBooks Online

  • P&L visualized with custom metrics and visuals

  • Balance Sheet and Cash Flow statements visualized with custom metrics and visuals

  • One dashboard link for all of your clients

  • Custom branding to your colors and logo

  • Using existing third-party software to help keep costs low

 

​Good for any size bookkeeping firm looking to:

  • Save time in building monthly client reports

  • Standardize reporting across clients

  • Deliver a big value add for clients

  • Show custom metrics that matter most to your clients

Pricing

  • Discounts available!
  • $1,000 set up investment

  • $100 / user / month

- A "user" is defined as one of your client companies. Multiple people in your client company can all have access for one monthly price.​

- We do offer reduced pricing for a certain amount of clients using the dashboard

Fully Custom SOFTWARE

If you don't want to use a third party software, but want all the benefits of a dashboard (and then some) and top to bottom custom development, let us know!

  • Automated connections to multiple data sources

  • Custom visuals and branding

  • Custom software (not using a third party, existing software like Google Looker Studio or Tableau)

  • Team of developers to collaborate with so you get exactly what you want

​Good for any firm that has a lot of clients in one industry, need multiple integrations, and a lot of flexibility

 

Pricing 

Due to the custom development, we'll have to talk through the requirements first!

Products

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Hubspot Dashboard

Want to learn more?

Book an appointment with Jack or

reach out to us and we'll get back to you asap!

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