Pricing

Pricing Models

Full-Time Equivalent (FTE)

Best for

Medium-sized businesses, CPA practices, and growing firms in need of comprehensive, ongoing accounting and bookkeeping support.

Benefits

  • Dedicated accounting, bookkeeping, and tax preparation team.
  • Scalability and flexibility as per your business requirements.
  • Risk mitigation and regulatory compliance.
  • Security and data confidentiality.
  • Quality and accuracy assured through senior review.
Most Popular

Custom Pricing

Best for

Small businesses, sole practitioners, and firms seeking expert accounting and bookkeeping support on a flexible, project-by-project basis.

Benefits

  • Cost-efficient support services
  • Accurate tax preparation and filing support
  • Project-based engagement structure
  • Ideal for catch-up bookkeeping, seasonal overflow, and one-off projects
  • Full data security and confidentiality (NDA on every engagement)

Commit Annually.
Save Up to 25%

Gain Total Peace of Mind.

Businesses that enter a 12-month engagement with Collar Assist receive up to 25% off standard pricing. This gives you fully predictable costs while we commit to long-term continuity, consistency, and priority service for your account.

Why an annual contract works in your favor

  • Lock in pricing for the full year  no mid-year increases.
  • Continuity of the same dedicated team, with no resourcing gaps.
  • Priority scheduling during peak periods year-end close, tax season.
  • Simplified vendor management under a single, straightforward contract

How Much Could Your Business Save?

01. Monthly transactions / invoice volume
400

33 hours of bookkeeping work per month, based on an industry benchmark of 5 minutes per transaction.

My volume is 3,000+ transactions a month
02. Current monthly spend on an in-house bookkeeper or accountant ($)
Hourly rate
Monthly salary / retainer
$

Per hour, fully loaded (wages + benefits + payroll tax). US in-house bookkeepers typically run $28–$45/hr fully loaded.

03. Error / rework cost
8%

Share of your current monthly spend lost to mistakes, missed deadlines, or work that has to be redone. Most businesses without dedicated review underestimate this: 5–15% is typical.

04. Expected growth over next 12 months
20%

Expected increase in transaction/invoice volume over the next year, used to project savings as you scale.

What you pay now
$0
per month, incl. error/rework cost
With Collar Assist
$0
per month
Monthly savings today
$0 (0%)
Annual savings, current run-rate
$0
Hours reclaimed / month
0 hrs
Time you or your team no longer spend on bookkeeping, freed up for client work, sales, or strategy.
Growth-adjusted savings (12mo)
$0
Projected cumulative savings as your volume grows, since our flat plan caps at $2,400/mo regardless of scale.
  • Feature
  • Dedicated accounting professional(s)
  • AI-assisted workflows
  • Human review & sign-off
  • NDA & data security
  • Major accounting software support
  • Monthly reporting
  • Dedicated account manager
  • Senior QA review
  • Flexible timezone (US working hours)
  • Annual contract discount (up to 25%)
  • FTE Model
  • Included
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  • Custom Model
  • Not Included
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Pricing FAQs

How is pricing determined?

Pricing is based on the scope of work, transaction volume, complexity, and entity structure. Because every business is different, we provide a tailored quote rather than a fixed rate card.

Do you charge per transaction or per hour?

Our FTE model is typically a fixed monthly retainer — no per-transaction or per-hour surprises. Custom projects are priced per scope.

Is there a minimum contract length?

Monthly engagements are available with no long-term lock-in. For businesses seeking the best value, our annual contracts offer up to 25% savings.

How does the annual discount work?

Clients who commit to a 12-month engagement receive up to 25% off standard pricing, applied across the contract term. The exact discount depends on scope and is confirmed in your proposal.

What happens if my volume increases?

We scale with you. If your transaction volume or complexity grows, we adjust the team or scope accordingly — your account manager will discuss any pricing implications transparently.

Are there any setup fees?

No setup fees. Onboarding is included as part of your engagement.

Is my financial data secure?

All client data is handled under NDA, processed on secure encrypted systems, and never shared with third parties. See our Security & Compliance page for full details.

I cannot think of a better place to outsource our financial work than Collar Assist, and they've done an excellent job. They are efficient and accurate in managing our finances, which has greatly impacted our company's success. Collar Assist feels like a part of our team.

Richard Wilson

CFO, CPA & Accounting Firm, South Dakota, US

Collar Assist's bookkeeping service has made our finances easier to manage. They pay close attention to the details and keep our financial records in order. Collar Assist has made a tough job seem easy, and we now have a clear picture of our finances to help us make better decisions.

David Rodriguez

Senior Manager - Finance Operations, Real Estate Firm, Alabama, US

Collar Assist's commitment to keeping our books accurate and up to date is remarkable. Thanks to Collar Assist, our accounting process is efficient and far more reliable.
We have seen a significant improvement in our financial reporting, giving us the clarity and confidence to make better business decisions.

Jordon Moore

CEO, IT Industry, Texas, US

Collar Assist has completely transformed how we handle our month-end close. What used to take our team nearly three weeks is now done in under five days, every single month without fail. Their attention to detail and the consistency they bring to our books has given us a level of financial confidence we simply did not have before.

Sarah Mitchell

Director of Finance, Manufacturing firm, Colorado, US

Handing over our bookkeeping and payroll to Collar Assist was one of the best decisions we made as a growing business. They understood our industry from day one, kept everything organised and accurate, and never missed a payroll or a deadline. Our accountant actually commented on how clean our records were at year-end and that says everything.

Amanda Torres

Co-Founder, CPA Firm, Georgia, US

We had tried two other outsourced bookkeeping providers before Collar Assist, and the difference in quality is night and day. The combination of AI-powered processing and professional review means errors get caught before they ever reach us. Payroll runs on time every cycle without us having to chase anything. Our financial reporting is sharper, our cash flow visibility is better, and our team spends far less time chasing numbers.

Kevin Hargrove

Managing Director, Healthcare Firm, Ohio, US

Not sure which model fits?

Book a complimentary consultation and we will review your current setup, understand your requirements, and recommend the right engagement model and pricing structure for your business, with no pressure and no obligation.

Get a Quote
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