Real U.S.-based team · Monthly bookkeeping & financial reporting · From $349/mo
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Bookkeeping & Monthly Financials
from $349/mo.

Osprey CFO helps growing businesses keep clean books, reconcile accounts, and receive monthly financial reports without hiring in-house.

Includes monthly bookkeeping, reconciliations, transaction review, financial statements, and reporting.

Get started — from $349/mo → Ask a Question / Get Pricing
Your Monthly Financials · June
Cashas of today
⋮
$84.2k
↗ +4% MoM
JanFebMarAprMayJun
Revenuethis month
⋮
$52.4k
↗ +18% MoM
JanFebMarAprMayJun
Owner drawthis month
⋮
$6.0k
→ flat MoM
JanFebMarAprMayJun
Net marginthis month
⋮
41%
↗ +3% MoM
JanFebMarAprMayJun
Balance sheetthis month
⋮
Assets $128kLiabilities $47kEquity $81k
Reconciled & reviewed
Prepared by Osprey CFO
Fluent in the stack you already use
StripeRampGustoBill.comQuickBooksShopifySquareStripeRampGustoBill.comQuickBooksShopifySquare

We made clean financials, like, ridiculously simple.

No bloated packages. No software to babysit. No chasing your numbers. Just the financials you need, done right, by people you can actually reach.

✓
Monthly bookkeepingYour books maintained accurately and consistently every month.
✓
Bank and credit card reconciliationsEvery account tied out and verified — no loose ends.
✓
Transaction categorizationEvery transaction sorted correctly so your numbers actually mean something.
✓
Monthly financial statementsP&L, balance sheet, and cash view — clear reports you’ll actually read.
✓
Basic financial reportingA monthly report that shows exactly how your business is doing.
✓
Accounts payable workflow supportHelp organizing vendor bills and establishing a clean approval and payment process. Ongoing bill entry, payment execution, and vendor management are available only if separately quoted.
✓
Month-end close supportBooks closed on time, every month — no scrambling at year end.

One plan. Everything you need.

Flat monthly pricing that starts at $349. Your exact quote depends on your size and complexity — confirmed on a quick call.

nest byOsprey CFO

Monthly bookkeeping, reconciliations, and financial reporting — done right, by a real U.S.-based team.

Starting at$349/ mo

Starting at $349/month. Final pricing depends on transaction volume, number of accounts, and service needs. No long-term contract — cancel anytime. Bookkeeping, reconciliations, financial statements, and reporting included.

  • ✓ Monthly bookkeeping
  • ✓ Bank & credit card reconciliations
  • ✓ Transaction categorization
  • ✓ Monthly financial statements
  • ✓ Basic financial reporting
  • ✓ Accounts payable workflow support
  • ✓ Month-end close support
Get started

Optional add-ons

Need to tighten up payroll or spend? Nest members get discounted rates on setup & automation.

Payroll running clean and automated, integrated with your financials.

Member rate

Modern cards, expense controls, and automated spend categorization.

Member rate

Payments flowing cleanly into your financials, with automated reconciliation.

Member rate

Add-ons are optional and quoted to scope. Mention them on your intro call and we'll fold them into your quote.

Everything you need. Nothing you don't.

DIY leaves you guessing. Big firms bill you for services you'll never touch. Nest is the right-sized middle — clean financials, real humans, one honest price.

Clean financials every month
Monthly financial reporting
A real human who knows you
Month-end close support
No unnecessary services
Your time spent
nest
✓
✓
✓
✓
✓
Minutes
DIY /
spreadsheets
✗
✗
✗
✗
✓
Hours
Other
firms
✓
Extra $$
Sometimes
Sometimes
✗
Moderate

What happens next.

Three simple steps to get started.

1

Submit your info

Fill out the short form below or schedule a call. It takes about 30 seconds.

2

Get a custom quote

A real person reviews your details and sends a flat monthly quote — usually within one business day.

3

We get to work

Once you’re on board, we connect to your tools and start delivering clean financials every month.

Tell us about your business.

Share a few details and we'll send a flat monthly quote tailored to exactly what you need — usually within one business day.

Get my custom quote

Takes about 30 seconds.

By submitting, you agree to be contacted about Nest. We'll never share your info.

✓

Thanks — you're in good hands.

We've got your details. A real person will reach out within one business day with your custom quote.

Common questions

What exactly do I get each month? +
Each month, Osprey CFO categorizes your transactions, reconciles your bank and credit card accounts, closes your books, and delivers your core financial statements, including a profit and loss statement and balance sheet. You’ll also have a U.S.-based accounting team available to answer questions about your books. Tax preparation, historical cleanup, ongoing bill payment, and CFO or advisory services are not included unless separately quoted.
How much does it cost? +
Nest starts at $349/month as a flat fee. Your exact price depends on your size, transaction volume, and complexity — confirmed on a quick call before you commit. No long-term contract, cancel anytime.
Do I have to switch software or tools? +
No. We work with the tools you already use — QuickBooks, Stripe, Gusto, Ramp, Bill.com, Xero, Square, and most common platforms. We meet your business where it is.
Who actually does my financials? +
A real, U.S.-based team. Nest is brought to you by Osprey CFO, and the same standards of care apply. When you have a question, you talk to a person who knows your business.
Will you work with my existing CPA? +
We keep your books clean and current so your CPA has what they need at tax time. Direct CPA coordination and tax-preparation liaison services are not included in the monthly plan but can be quoted separately.
What if my financials are behind? +
We’ll review the current state of your books during onboarding. If material catch-up bookkeeping or historical cleanup is required, we’ll provide a separate fixed quote for your approval before beginning that work. Your monthly service will begin once the books are current and ready for ongoing bookkeeping.
How is Nest different from Osprey CFO? +
Nest is the back-to-basics option: monthly bookkeeping, reconciliations, and financial reporting — nothing you don’t need. Osprey CFO offers full-service accounting, payroll, and fractional CFO strategy for businesses that need more. Start with Nest; grow into more later.
nest byOsprey CFO

Clean financials are 20 minutes away.

Hand off the numbers to a team that actually knows what it's doing — and get back to running your business.

Get started — from $349/mo → Ask a Question / Get Pricing