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Our pricing plans

  • Opertivo Starter

    699$
    Every month
    Perfect for Solo practitioners, under $500K in revenue
     
    • Custom Built Excel KPI Dashboard refreshed when you want
    • Monthly Bookkeeping
    • Custom budget tracking & expense forecasting
    • Monthly and annual financial statements

  • Opertivo Growth

    899$
    Every month
    Perfect for Small agencies, between $500K - $1.5M in revenue
     
    • Everything in the Opertivo Starter Plan plus:
    • Personalized recommendations on how to cut costs
    • Personalized recommendations on how to increase performance
    • What-if Scenario Analysis

  • Opertivo Partner

    2,000$
    Every month
    Perfect for Established firms, between $1.5M - $3M in revenue
     
    • Everything in the Opertivo Growth Plan plus:
    • Custom Strategic Business Plan
    • Tax Prep (liason w/ your CPA so you don't have to)
    • Financial Presentations (Board of Directors, Investors)
    • Build custom financial models
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