Flexible Plans Built for You

Your success is our priority, and we are committed to setting the standard for consistency and excellence.

Essential

Lay a solid financial foundation for your startup or freelance business. This plan ensures accurate bookkeeping through bank reconciliation, income & expense tracking, and basic reporting, allowing you to focus on building your business with confidence.

Starting at $500, then $950/month

  • Startups and Freelancers with basic bookkeeping needs. Up to 4 bank and credit card reconciliation, 300 transactions, and $80k in expenses.

  • Bank reconciliation, income & expense tracking, and simple reporting.

  • Setting a strong financial foundation and ensuring accuracy.

Core

As your business grows, so do your financial needs. The Core plan builds upon the Essential features, adding accounts payable & receivable management, streamlined payroll processing (optional), and customized reports. Gain valuable financial insights and make informed decisions to fuel further growth.

Starting at $750, then $1,450/month

  • Growing businesses with increasing financial complexity. Up to 6 bank and credit card reconciliation, 800 transactions, and $150k in expenses.

  • Everything in the Essential plan, plus: Accounts payable & receivable management, payroll processing (optional), and customized reports.

  • Streamlining processes, gaining financial insights, and making informed decisions.

Advanced

For established businesses with complex financial landscapes, the Advanced plan offers comprehensive support. Leverage budgeting & forecasting, financial statement preparation, and expert guidance through tax assistance referrals. With a dedicated account manager by your side, optimize your financial performance, achieve strategic goals, and unlock your full potential for profitability.

Starting at $950, then $2,150/month

  • Established businesses with complex financial requirements. Up to 8 bank and credit card reconciliation, 2,000 transactions, and $250k in expenses.

  • Everything in the Core plan, plus: Budgeting & forecasting, financial statement preparation, tax assistance (referral), and dedicated account manager.

  • Optimizing financial performance, achieving strategic goals, and maximizing profitability.

Experience our top-tier services

Book consultation

 FAQs

  • First:

    The first step in getting set up is to pick a plan from the list above and complete the Contact Us form on the following page, and a member of our account management team will be in touch to schedule a consult.

    Next:

    A member of our onboarding team will reach out. They will work with you to gain read-only access to all of the systems you currently have integrated into your business. For example, this includes sales channels, bank e-statement portals, and anything else that would be relevant to your accounting.

    From There:

    Once all access has been received, a member of our implementation team will spend a minimum of 5 hours combing through your books to see if any cleanup is needed. They will also be creating processes for the services that you need. This lines out exactly how you want your bookkeeping completed. This helps our bookkeeping team ensure nothing gets missed. Our onboarding and implementation process is a time for us to better understand your business and ensure expectations are aligned with the accepted scope of services.

    Finally:

    You'll be introduced to your bookkeeper who will be your main point of contact, just like if you had this service completed in-house.

  • The service you sign up for today can be scaled in the future to keep pace with your business development.

    It doesn't matter if you need extra support in 6 months or 2 years. We're ready when you are.

  • We understand that every customer’s situation is unique. If necessary, we can work with you to customize a plan to suit your specific needs.

  • We work with both Xero and QuickBooks Online because:

    – Live in the cloud. You can access your reports and data from wherever you are.

    – Essential features. Xero and QuickBooks Online is equipped with key features to simplify and manage your bookkeeping and grow your business. They will keep you tax-ready all year long.

    – You own the software. If you ever decide to leave us, you can take your data with you! Your new financial partner can pick up right where we left off.

  • We assign one dedicated bookkeeper to your account. They are supported by a full bookkeeping team to ensure your books are always compliant and up-to-date. They will be able to assist you if your bookkeeper is unavailable for any reason.

  • Our onboarding fee starts at $500 as most of our clients need a little bit of cleanup when they first join. That's why we plan for some cleanup time when you first signup - on average, about 5 hours of cleanup.

    However, if your books have been neglected, it might take more time to get them accurate. If that is the case, we will communicate with you about the estimated time for the recommended cleanup. It is billed at an hourly rate.

  • Contact us today for a custom pricing for your business needs.