Transparent Pricing

Engagements sized
for your stage.

Every engagement is custom-scoped — built around where you are in the journey, what you need, and what you're building toward. Tell us your situation and we'll have a proposal back within 24 hours.

Built for Venture-Backed Startups

Get your foundation right from day one.

VCs expect institutional-grade reporting. Most founders weren't trained for it. We bridge that gap — giving your startup clean books, investor-ready reporting, and the financial infrastructure your board actually wants to see.

Startup Foundation
$850 – $1,000
per month  ·  no long-term contract
Most Accessible
✓ Accrual-basis bookkeeping
✓ Monthly P&L, Balance Sheet & Cash Flow
✓ Investor-ready reporting package
✓ Payroll administration (Gusto)
✓ Cap table coordination (Carta)
✓ 409A valuation coordination
✓ AR / AP management
✓ One business-day response
Get a Proposal → Proposal within 24 hours  ·  No commitment
Entrepreneur
Founders & Bootstrapped
Custom

Full-stack accounting for founders who need clean books, payroll, and monthly reporting — without the overhead of a full-time hire.

  • Accrual accounting & bookkeeping
  • Payroll administration
  • Monthly P&L / Balance Sheet / Cash Flow
  • Accounts payable & reconciliations
  • Delaware annual filings
  • Tax coordination with your CPA
  • One business-day response
Get a Proposal →
Seed & Growth
VC-Backed Startups
Custom

Investor-ready reporting, KPI infrastructure, and a data room that's always tidy — because you never know when your next raise or exit will come.

  • Investor reporting packages
  • KPI tracking & dashboards
  • Cash runway reporting
  • Data room preparation & maintenance
  • 409A coordination
  • Financial modeling & pro forma
  • Product revenue reconciliation
Get a Proposal →
Series A & Institutional
Institutional VC-Backed
Custom

Board packages, BvA analysis, SaaS revenue recognition. Your Series A investors expect precision — and we know exactly what they're looking for.

  • Board & investor reporting
  • Budget vs. actuals (BvA) analysis
  • SaaS revenue recognition
  • ARR / MRR / churn reporting
  • HR & people operations support
  • Invoicing & AR aging
  • Ongoing data room maintenance
Get a Proposal →
Portfolio Support
PE-Backed Companies
Custom

Ongoing institutional-grade accounting for PE-owned portfolio companies. GAAP-compliant books, consolidated reporting, and KPI dashboards ready for board meetings and LP reporting.

  • GAAP-compliant monthly close
  • Consolidated portfolio reporting
  • KPI dashboards for LP reporting
  • Multi-entity structures
  • Audit coordination
  • Lender & covenant reporting
Get a Proposal →
Exit Preparation
PE Exits
Custom

Comprehensive exit-readiness accounting. Audit prep, QoE support, normalized EBITDA, and clean financials for buyers, advisors, and their diligence teams.

  • Historical financial cleanup
  • Audit preparation & coordination
  • QoE preparation support
  • Normalized EBITDA analysis
  • Working capital peg analysis
  • Data room financial package
Get a Proposal →
Diligence Sprint
M&A Transactions
Custom

Fixed-scope buy-side or sell-side diligence. We mobilize within 24–24 hours when deals are live and timelines are tight.

  • Buy-side financial diligence
  • Sell-side diligence preparation
  • Working capital analysis
  • Accounting policy review
  • Normalized earnings analysis
  • 24–48 hour mobilization
Get a Proposal →

Frequently asked questions

Two weeks from signed engagement letter to fully operational. We handle system access, data migration, and team introductions — you're not managing an onboarding project.
Big 4 firms assign junior staff to portfolio company work, rotate teams frequently, and charge $400–600/hr blended rates. Simplexity assigns a dedicated senior team that stays with you from onboarding through exit — at a fraction of the cost. We also specialize exclusively in PE-backed companies, so we understand the deal dynamics, timeline pressures, and audit standards that generalist firms treat as edge cases.
Primarily small to mid-market PE-backed companies with $5M–$150M in revenue. Our sweet spot is companies with 10–200 employees that have outgrown a bookkeeper but aren't yet ready for an in-house accounting team. We also work with larger companies on specific exit preparation or diligence engagements.
Yes — most engagements start with Portfolio Accounting and layer in Exit Preparation as the timeline compresses toward go-to-market. Because it's the same team throughout, there's no relearning curve when we expand scope.
Our core practice is PE-backed companies and M&A advisory clients. We occasionally work with founder-led businesses targeting an exit, venture-backed companies preparing for an acquisition, or companies going through a secondary transaction. If you're preparing for a sale process, we're likely the right fit.
We work in QuickBooks Online, NetSuite, Sage Intacct, Xero, and most other cloud-based platforms. For larger portfolio companies, we can manage a migration to a more sophisticated platform as part of the engagement if the current system isn't exit-ready.

Every proposal ready
within 24 hours.

Tell us your company, your timeline, and your goals. We'll send a fully detailed, fully priced proposal — no generic packages, no vague estimates.

Get Your Proposal Explore Services