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Choose from three CPA-led bookkeeping and controller packages built to grow with your business.
Pricing At a Glance
Our bookkeeping services start at $399 per month, with higher service tiers for growing businesses and controller-level oversight. Final pricing depends on your transaction volume, entity structure, and the level of financial support your business needs.
Tier
Starting at
Typical range
Who it fits
Foundation (bookkeeping)
from $399/mo
$399 – $599/mo
Growing businesses that need reliable bookkeeping
Scaling (bookkeeping)
from $665/mo
$665 – $999/mo
Businesses that need CPA-reviewed bookkeeping
Established (controller)
from $1,365/mo
$1,365 – $1,999/mo
Multi-entity businesses needing controller-level support
Not sure the difference between controller and CFO services? Read more here →
QuickBooks & Xero Tiers
Foundation and Scaling tiers provide outsourced bookkeeping solutions, while Established adds controller-level oversight for more complex businesses. Explore our Bookkeeping Services and Outsourced Controller offerings for a detailed breakdown of what’s included.
Ideal for small businesses that need reliable bookkeeping and accurate monthly financials.
Typical monthly investment: $399–$599
MOST POPULAR
📊
Scaling
Growing businesses that need CPA-led bookkeeping, financial clean-up, and ongoing accounting support.
Typical monthly investment: $665–$999
Established businesses that need controller-level oversight, full AP/AR management, and strategic financial reporting.
Typical monthly investment: $1,365–$1,999
Behind on your bookkeeping? Clean-up and catch-up projects are priced separately before your ongoing monthly service begins. Compare all of our services on our Pricing page, or explore NetSuite pricing if you’ve outgrown QuickBooks.
Bundle tax, bookkeeping, and advisory to save 10–15% compared with purchasing individually.
Growth
Start with accurate books and proactive tax planning, without managing multiple providers.
MOST POPULAR
Scale
Everything you need to keep your finances accurate, compliant, and ready for growth.
Your complete outsourced finance department, tax, accounting, and CFO advisory, under one predictable monthly investment.
Bundle tax, bookkeeping, and advisory to save 10–15% compared with purchasing individually.
Tax planning and ERP-grade bookkeeping in one predictable package.
MOST POPULAR
Full ERP-grade controller services with tax built in, one team, one invoice.
Enterprise-grade finance operations, tax, ERP accounting, and CFO advisory, under one predictable monthly investment.
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
Understanding the Pricing
Bookkeeping services vary because they offer different levels of support. At the lower end, you’re typically paying for software with limited bookkeeping support. At the higher end, you’re paying for a CPA-led finance function that includes bookkeeping, tax expertise, and strategic financial oversight. Fusion CPA combines CPA-led bookkeeping with integrated tax services, with a clear path to controller and CFO support as your business grows.
Comparison Table
Software-led bookkeeping subscription
Fusion CPA bookkeeping & controller
Monthly cost
Typically $99 to $699/mo
$399–$1,365/mo
Who does the work
Bookkeeper with limited CPA oversight
CPA-led team with review on every monthly close
Accounting basis
Typically cash-basis bookkeeping
Cash or accrual, structured for how the business actually runs
What happens at tax time
Often requires a separate tax firm, plus catch-up work before filing.
Tax preparation and filing available in the same engagement; the books are already return-ready
Work beyond the basics
Often billed as hourly add-ons
Scoped into the tier; add-on projects quoted as fixed fees
When you outgrow it
May require moving to a more advanced provider or platform.
Scale with the same team through controller, NetSuite, and CFO services.
How Pricing Works
Our starting prices are based on a straightforward business with one entity, moderate transaction volume, and up-to-date books. If your business has more complexity or requires additional support, we’ll recommend the service tier that’s the best fit. Your final monthly price is confirmed during your discovery call and documented in your proposal.
A two-entity business with roughly 400 monthly transactions and AP support typically lands in the Scaling tier around $700 to $900 per month.
Multi-entity operations with full AP/AR management typically land in the Established tier around $1,400 to $2,000 per month.
If your books are behind, we’ll scope a separate fixed-fee clean-up project before your monthly service begins.
Clean-up projects, past-due filings, and multi-state compliance work are quoted separately as fixed-fee projects, so your monthly subscription remains predictable.
Real Client Profiles
Explore businesses like yours to see typical pricing, what’s included, and how we help manage more complex financial operations.
🤖
AI Startup
Growth10% off
Monthly investment$759 – $999/mo
Pre-Series A AI company, 12 employees, $180K/mo burn rate
Delaware C corporation using QuickBooks. Building autonomous AI agents for enterprise customers. Three co-founders with vesting schedules. Raised $2.4 million in seed funding from angel investors. No documented equity compensation plan. Uses Stripe, Mercury, and Ramp.
The Business Challenge
The founders were paying themselves inconsistently: two on payroll and one through owner draws.
No 409A valuation had been completed, putting early employee option grants at risk of being mispriced.
Despite $1.8M in AI engineering spend that could support a credit claim, R&D tax credits had never been pursued.
Meanwhile, the board of three angel investors had no financial reporting cadence.
What’s Included Monthly
📋 Tax
📊 Accounting
Before Fusion
After Year One
The Full Story
After reviewing the $1.8M in engineering spend, we documented $410K as qualifying R&D expenditures and captured $62K in credits. We also coordinated a 409A valuation and restructured the equity comp plan for the founding team. As a result, the monthly board financial package is now delivered by the 12th, and the angels said it was the best reporting they’d seen from a pre-A company.
🏥
Healthcare & MSO
Physician group, 3 locations, 22 employees, MSO + operating
entity
Two S corporations (operating entity and MSO) using QuickBooks, spanning 3 locations and 22 employees. Revenue comes from insurance reimbursements, self-pay, and ancillary services. Planning to expand into a fourth location in a neighboring state.
The Business Challenge
Revenue recognition was inconsistent across locations, with some recorded on a cash basis and others on accrual.
In addition, reimbursements from all three locations were tracked manually in spreadsheets.
The MSO structure lacked financial reporting infrastructure and intercompany reconciliation.
Finally, there was no documentation of management fees between the two entities.
What’s Included Monthly
📋 Tax
📊 Accounting
Before Fusion
After Year One
The Full Story
We standardized revenue recognition to accrual across all three locations and built intercompany reconciliation between the operating entity and the MSO. Management fees are now documented with transfer pricing support, and location-level P&Ls run monthly — which gave the group the financial infrastructure to evaluate the fourth location properly.
Client Reviews
5.0-star average from 100+ reviews on Google.
Meet the Fusion CPA Team, experienced CPAs, controllers, and UHNW Institute advisors
Fusion CPA’s QuickBooks and Xero bookkeeping starts at $399 per month (Foundation), $665 per month for high-volume books (Scaling), and $1,365 per month for controller-level oversight (Established). Software-led services run $99 to $699 per month without tax integration, while specialist firms charge $2,179 to $2,500 per month. Call 404-955-7338 or email. info@fusiontaxes.com for a personalized estimate.
A bookkeeper records transactions and reconciles accounts, showing you what already happened. A controller owns the finance function, using that data to manage AP/AR, multi-entity reporting, and strategic decisions, not just record them. At Fusion CPA, bookkeeping is the Foundation and Scaling tiers ($399 to $999/mo); controller-level oversight is the Established tier from $1,365/mo. Most businesses add a controller around $2M+ in revenue or multiple entities.
Low-cost software-led subscriptions are generally cash-basis categorization with limited review. They typically exclude tax preparation, CPA review, accrual accounting, and controller oversight, with extra work billed hourly around $145 per hour. Growing businesses usually need a finance function: books structured for tax efficiency, reviewed by a CPA, and connected to the return. That’s what Fusion CPA prices from $399 per month.
Fusion CPA provides CPA-led QuickBooks and Xero bookkeeping and outsourced controller services for businesses across 40+ states, alongside tax preparation, tax planning, and CFO advisory. Bookkeeping starts at $399 per month (Foundation), with the Scaling tier from $665 per month and controller-level oversight from $1,365 per month (Established). Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, FL. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a Discovery Call.
Fusion CPA’s bookkeeping engagements begin with a 30-minute Discovery Call to review the current books, transaction volume, and reporting needs, followed by tier placement documented in the proposal. Books that arrive behind are handled first as a fixed-fee cleanup project so ongoing service starts on clean ground. Engagements are led by the controller services team under Susan Borkowski, CPA, with tax preparation integrated where bundled. To discuss pricing or get a personalized estimate, email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338.
Reviewed by Susan Borkowski, CPA (Director of Controller Services) and Trevor McCandless, CPA, MTax (CEO). Published July 2026. Last reviewed Aug 25, 2026. Market benchmark figures reference published 2026 pricing pages.
Market figures reflect published 2026 pricing pages for national bookkeeping services and specialist accounting firms; they are directional, not quotes.
