Simple. Transparent. Scalable. Choose the plan that fits your business.
Tailored Finance & Accounting Solutions
Business & individual tax preparation and filing.
Payroll accounting, reconciliation and support.
Bring your books up to date and correct historical records.
Accounts payable and receivable support.
Customized reports, KPI analysis and management reporting.
Budgeting, forecasting, cash-flow planning and strategic guidance.
Amazon, Shopify, Stripe, PayPal and platform-based accounting.
QuickBooks Online, Xero and other accounting system setup/migration.
More transactions require more bookkeeping work.
Bank and credit card accounts affect reconciliation workload.
Cash vs. accrual, inventory, payroll, and reporting needs.
Multiple entities or locations require customized accounting.
Tax, payroll, CFO, AP/AR and specialized services.
| Service Feature | Starter | Growth ⭐ Most Popular | Advanced | Custom |
|---|---|---|---|---|
| Transaction Categorization | ||||
| Bank Reconciliation | ||||
| Credit Card Reconciliation | ||||
| Monthly Book Closing | ||||
| Profit & Loss (P&L) | ||||
| Balance Sheet | ||||
| Cash Flow Report | Basic | Advanced | Custom | |
| Cash Accounting | ||||
| Accrual Accounting | ||||
| Custom Chart of Accounts | ||||
| Budget vs Actual | ||||
| Financial Analysis | Basic | Advanced | Custom | |
| Accounts Receivable (A/R) | Basic | Full | Full | |
| Accounts Payable (A/P) | Basic | Full | Full | |
| Inventory Accounting | ||||
| Payroll Accounting | Basic | Custom | ||
| Custom Reporting | Limited | |||
| KPI Reporting | Basic | Advanced | ||
| Cash Flow Forecast | ||||
| Multi-Entity | Limited | |||
| Consolidation | ||||
| Dedicated Bookkeeper | Shared | |||
| Priority Support | Premium | |||
| CFO / Advisory | Basic | Full | ||
| Financial Modeling | Add-on | |||
| Investor/Board Reporting |
Absolutely. We understand that businesses grow and change. You can upgrade or downgrade your package at any time to ensure you are only paying for the services you actually need. Just reach out to our team, and we will adjust your billing for the following month.
Yes, we do. While our Starter Plan is designed specifically for Cash Basis bookkeeping, our Growth, Advanced, and Custom Plans fully support both Cash and Accrual accounting methods depending on your business structure and reporting requirements.
If your business experiences a temporary spike in transactions, we won't penalize you immediately. However, if you consistently exceed your plan's limits over a 2-3 month period, we will notify you and recommend upgrading to the next tier or building a Custom Plan to accommodate your volume.
Yes! If your books are disorganized or you are months behind, we offer dedicated Catch-up & Cleanup services. We will fix historical errors, reconcile accounts, and bring everything up to date before transitioning you into a standard monthly bookkeeping plan.
Yes, we support multi-entity structures. Our Advanced Plan offers limited multi-entity support, while our Custom Plan is fully scalable and designed specifically to handle complex operations, multi-entity tracking, and consolidated financial reporting.
Our standard monthly plans do not have hidden setup fees provided your books are currently accurate and up to date. However, if you need new accounting software setup (e.g., QuickBooks/Xero migration) or historical cleanup, a one-time onboarding or cleanup fee will apply.
Absolutely. Every business is unique. We offer a fully customizable plan where you can select exactly the services you need—from dedicated CFO advisory and complex payroll, to advanced KPI dashboards and multi-platform e-commerce integration. Let's talk to build your custom plan.
