Are there any setup fees?

We charge a one-time onboarding fee that covers cloud setup, data migration, and workflow design. It is quoted transparently upfront and included in your first month.

Yes. As your business grows, your plan grows with it. We review your plan quarterly and adjust accordingly — always with your approval.

Do you offer annual discounts?

Yes. Clients who commit to annual plans receive a 10% discount on their monthly fee. We can discuss this on your pricing call.

What if I need a one-off service?

We offer project-based pricing for one-time engagements like audit prep, tax filing, or governance framework builds. Contact us for a quote.

Pricing

Clear monthly support, priced around the help you need

From clean monthly financials to outsourced finance leadership, Pulse CPA offers fixed-fee engagement options for organizations that need more clarity, structure and CPA oversight. Pricing is based on transaction volume, complexity, entities, payroll, systems and the advisory support required — your exact fee is confirmed after a short review.

These tiers mirror our three service levels — Foundation → Management → Strategic — so you always know which level maps to which support.

01 · Foundation

Monthly Accounting & Close

Get the books right.

from $1,200/mo

Best for: clean books, compliance and reliable monthly financials.

Monthly bookkeeping & close
Bank & account reconciliations
Monthly financial statements
HST/GST & payroll coordination
Year-end readiness
CPA oversight

What's included ›

Controllership & Reporting

Make the numbers useful.

from $2,800/mo

Best for: leaders who need reporting they can actually use.

Everything in Foundation
Management & board reporting
Budget vs. actual & KPIs
Cash-flow reporting
Internal controls
Monthly review meetings

What's included ›

03 · Strategic

Fractional CFO

Use the numbers to decide.

Custom

Best for: senior finance leadership without an internal hire.

Everything in Management
Fractional CFO support
Forecasting & scenario planning
Internal controls & governance
Audit & review preparation
Finance / audit committee support

What's included ›

Add-on · One-Time

Cleanup & Project Support

Get current, then stay current.

Custom

Best for: catch-up books, audit prep or a systems build.

Bookkeeping cleanup / catch-up
Audit & review readiness projects
Finance automation & app integration
One-time advisory
Quoted as a fixed project

What's included ›

All monthly plans are fixed fees with scope confirmed after a short review — no hourly billing. Onboarding or cleanup is quoted as a one-time project so your monthly fee stays clean.

Pricing FAQs

Common questions

Why "starting at" pricing?

Every finance function is different. Starting prices signal where each plan begins; your exact fixed fee is set after a short scope review of your volume, complexity, entities, payroll, systems and reporting needs.

Can I move between plans?

Yes — most clients start at the Foundation level (monthly accounting) and move up to Management (controllership & reporting) or Strategic (fractional CFO) as they grow. Pricing adjusts with scope.

Are there setup or cleanup fees?

If your books need catch-up or a systems build first, that's quoted as a one-time project so the monthly fee stays clean.

Do you bill hourly?

No. Engagements are fixed monthly fees so you're never surprised by a timesheet.

Get a fixed-fee quote

Tell us about your organization and we'll recommend the right plan and confirm pricing after a short review. We respond within one business day.