Accounting service plans for every size business

Choose the package that fits your needs and budget. Plus, add Virtual CFO, Tax and HR & Payroll Services

Beyond Books

Small Business Owners

starting at

$699

billed monthly Get Started

Includes:

  • Bookkeeping

  • Standardized Reporting

  • Spend Management

  • Customer Support

Usually purchased with Tax or HR & Payroll add ons

  • Standardized tech-stack
  • Customized business process optimization
  • Bookkeeping
  • Bank Account Reconciliations
  • Credit Card Reconciliations
  • Spend Management
  • Full Month-End Close Management
  • Class/Job Tracking
  • Revenue Recognition
  • Equity/cap Table Accounting
  • Self Service Access to Bill.com
  • Digital A/P Management
  • Billing Automation
  • W9 Collections, W8 BEN Management
  • Cash Burn Management
  • CASH BASIS
  • Monthly P&L // balance sheet // cash flow statements
  • Standardized financial KPI tracking
  • Live dashboard reporting
  • Live budget to actual reporting
  • Live rolling forecast
  • Customized financial and operational KPI tracking
  • Integrations with CRM, HRIS and more!
  • Revenue assumptions
  • COGS assumptions
  • Payroll/headcount assumptions
  • SG&A assumptions
  • Dedicated account manager
  • Priority Response
  • Monthly strategic finance meeting
Get Started

Usually purchased with Tax or HR & Payroll add ons

Growth Focus

Small Business Owners

starting at

$1,499

billed monthly Get Started

Includes Beyond Books, PLUS

  • Dedicated Account Manager

  • Priority Response

  • Job/Class Tracking

  • Additional Treasury/Cash Management Support

  • KPI Tracking

Usually purchased with Tax or HR & Payroll add ons

  • Standardized tech-stack
  • Customized business process optimization
  • Bookkeeping
  • Bank Account Reconciliations
  • Credit Card Reconciliations
  • Spend Management
  • Full Month-End Close Management
  • Class/Job Tracking
  • Revenue Recognition
  • Equity/cap Table Accounting
  • Self Service Access to Bill.com
  • Digital A/P Management
  • Billing Automation
  • W9 Collections, W8 BEN Management
  • Cash Burn Management
  • MODIFIED ACCRUAL BASIS
  • Monthly P&L // balance sheet // cash flow statements
  • Standardized financial KPI tracking
  • Live dashboard reporting
  • Live budget to actual reporting
  • Live rolling forecast
  • Customized financial and operational KPI tracking
  • Integrations with CRM, HRIS and more!
  • Revenue assumptions
  • COGS assumptions
  • Payroll/headcount assumptions
  • SG&A assumptions
  • Dedicated account manager
  • Priority Response
  • Monthly strategic finance meeting
Get Started

Usually purchased with Tax or HR & Payroll add ons

Most popular

Strategic Finance

Expanding Businesses

starting at

$4,999

billed monthly Get Started

Includes Growth Focus, PLUS:

  • Forecasting Powered by Basis

  • Customized Business Process Optimization

  • Cash Burn Management

  • Integrated Financial and Operational Data

  • BVA Tracking Model

  • Monthly Strategic Finance Meeting

Usually purchased with Tax or HR & Payroll add ons

  • Standardized tech-stack
  • Customized business process optimization
  • Bookkeeping
  • Bank Account Reconciliations
  • Credit Card Reconciliations
  • Spend Management
  • Full Month-End Close Management
  • Class/Job Tracking
  • Revenue Recognition
  • Equity/cap Table Accounting
  • Self Service Access to Bill.com
  • Digital A/P Management
  • Billing Automation
  • W9 Collections, W8 BEN Management
  • Cash Burn Management
  • MODIFIED ACCRUAL BASIS
  • Monthly P&L // balance sheet // cash flow statements
  • Standardized financial KPI tracking
  • Live dashboard reporting
  • Live budget to actual reporting
  • Live rolling forecast
  • Customized financial and operational KPI tracking
  • Integrations with CRM, HRIS and more!
  • Revenue assumptions
  • COGS assumptions
  • Payroll/headcount assumptions
  • SG&A assumptions
  • Dedicated account manager
  • Priority Response
  • Monthly strategic finance meeting
Get Started

Usually purchased with Tax or HR & Payroll add ons

add-on

Virtual CFO

Organizations with advanced needs

contact us for pricing Get Started

Virtual CFO can only be purchased as an add on to a Core Accounting plan.

Committed time with our best financial minds typically covers:

  • C-Suite and Founder Consultations
  • Interfacing with External Partners
  • Investor / Board Reporting
  • Vendor Contract Reviews & Negotiations
  • Financial Planning & Analysis
  • Representation at Internal Company Meetings
  • Supporting Through Financing & Fundraising Needs
Get Started

Virtual CFO can only be purchased as an add on to a Core Accounting plan.

Add-on

Individual

Based on 1 State

starting at

$179

Billed Monthly Get Started Individual + Schedule C - Starting at $279/mo

Individual Returns Includes:

  • Tax return preparation

  • Annual tax planning

  • Pay estimated tax payments

  • Tax notice response & audit defense

  • Fixed asset management

  • Ongoing tax support

Tax can only be purchased as an add on to a Core Accounting plan.

Add-on Tax Services

  • Additional Owner1$329 / Monthly
  • Additional state tax return - business$49 / Monthly
  • Additional states tax return - individual$29 / Monthly
  • State pass through entity tax deduction maximization (per state)1 $99 / Monthly
  • Semi-annual tax planning (per partner) $79 / Monthly
  • Quarterly tax planning (per partner)$199 / Monthly
  • Tax incentive program servicing$149 / Monthly
  • Multi-state Compliance Monitoring$149 / Monthly
  • Other State Filings (i.e. DE Annual Report)$49 / Monthly

One Time Tax Services

  • State Nexus Study$2,500
  • Entity Structure Analysis/Tax Optimization$2,500
  • S Corporation Election$600
  • State Registration$600
  • State Annual Report Filings$600

Fees subject to reconciliation once work finalized.

1 Add on only available for the Basic package.

All prices listed above are starting at prices, subject to individual pricing based on your custom needs.

Get Started

Tax can only be purchased as an add on to a Core Accounting plan.

Add-on

C Corporation

Not Profitable

starting at

$349

Billed Monthly Get Started C corp (Profitable) - Starting at $569/mo

C Corp Returns Includes:

  • Tax return preparation

  • Annual tax planning

  • Pay estimated tax payments

  • Tax notice response & audit defense

  • Fixed asset management

  • Ongoing tax support

Tax can only be purchased as an add on to a Core Accounting plan.

Add-on Tax Services

  • Additional Owner1$329 / Monthly
  • Additional state tax return - business$49 / Monthly
  • Additional states tax return - individual$29 / Monthly
  • State pass through entity tax deduction maximization (per state)1 $99 / Monthly
  • Semi-annual tax planning (per partner) $79 / Monthly
  • Quarterly tax planning (per partner)$199 / Monthly
  • Tax incentive program servicing$149 / Monthly
  • Multi-state Compliance Monitoring$149 / Monthly
  • Other State Filings (i.e. DE Annual Report)$49 / Monthly

One Time Tax Services

  • State Nexus Study$2,500
  • Entity Structure Analysis/Tax Optimization$2,500
  • S Corporation Election$600
  • State Registration$600
  • State Annual Report Filings$600

Fees subject to reconciliation once work finalized.

1 Add on only available for the Basic package.

All prices listed above are starting at prices, subject to individual pricing based on your custom needs.

Get Started

Tax can only be purchased as an add on to a Core Accounting plan.

Add-on

Passthrough Entity

Based on 1 Owner & 1 State

starting at

$679

Billed Monthly Get Started

Basic Plan Includes:

  • Business tax preparation

  • Individual tax preparation*

  • Annual tax planning

  • Pay estimated tax payments

  • Tax notice response & audit defense for business

  • Tax notice response & audit defense for individual

  • Fixed asset management

  • Ongoing tax support

Tax can only be purchased as an add on to a Core Accounting plan.

Add-on Tax Services

  • Additional Owner1$329 / Monthly
  • Additional state tax return - business$49 / Monthly
  • Additional states tax return - individual$29 / Monthly
  • State pass through entity tax deduction maximization (per state)1 $99 / Monthly
  • Semi-annual tax planning (per partner) $79 / Monthly
  • Quarterly tax planning (per partner)$199 / Monthly
  • Tax incentive program servicing$149 / Monthly
  • Multi-state Compliance Monitoring$149 / Monthly
  • Other State Filings (i.e. DE Annual Report)$49 / Monthly

One Time Tax Services

  • State Nexus Study$2,500
  • Entity Structure Analysis/Tax Optimization$2,500
  • S Corporation Election$600
  • State Registration$600
  • State Annual Report Filings$600

Fees subject to reconciliation once work finalized.

1 Add on only available for the Basic package.

All prices listed above are starting at prices, subject to individual pricing based on your custom needs.

Get Started

Tax can only be purchased as an add on to a Core Accounting plan.

Add-on

Essential

For single-state employer with under 50 employees

$85

per employee / billed monthly Get Started

Includes:

  • Human Resource Compliance

  • Employee Lifecycle Management

  • Payroll Processing

  • Covers Payroll Processing Costs for Gusto

  • Dedicated Customer HR Manager

HR & Payroll can only be purchased as an add on to a Core Accounting plan.

Human Resource Compliance

  • Completion of employee handbook including PTO policies
  • Assistance with independent contractor compliance
  • Job classification compliance - Fair Labor Standards Act audits and adjustments
  • EEOC & ADA assistance & claims support
  • HR “Hotline”/Support for employees and client for employee relations issues
  • Employee benefits support
  • General guidance with retirement plan administration
  • Workplace harassment supervisor/employee training & investigations
  • Sexual Harassment Training

Employee Lifecycle Management

  • HRIS Platform (Gusto)
  • Complete onboarding & offboarding of employees in HRIS
  • Employee file audits & recordkeeping management
  • Job description & offer letter development
  • Termination/separation support/COBRA administration/unemployment insurance claims
  • Workers’ compensation, statutory disability, and paid leave audit & claims management
  • Assistance with employee disciplinary procedure/tracking & performance tracking

Payroll Processing Powered by

  • Assistance with employee disciplinary procedure/tracking & performance tracking
  • Assistance with setup of deductions - medical, mandatory support orders
  • Coordination of employee expense reimbursements
  • Dedicated Customer HR Manager from your hilineOS squad

Complex Compliance Needs

  • Dedicated Customer HR Manager from your hilineOS squad
  • Affordable Care Act
Get Started

HR & Payroll can only be purchased as an add on to a Core Accounting plan.

Add-on

Multi-State

For a multi-state employer or employer with more than 50 employees

$110

per employee / billed monthly Get Started

Includes everything in Essentials, PLUS:

  • Compliance with Affordable Care Act

  • Multi-State Compliance

HR & Payroll can only be purchased as an add on to a Core Accounting plan.

Human Resource Compliance

  • Completion of employee handbook including PTO policies
  • Assistance with independent contractor compliance
  • Job classification compliance - Fair Labor Standards Act audits and adjustments
  • EEOC & ADA assistance & claims support
  • HR “Hotline”/Support for employees and client for employee relations issues
  • Employee benefits support
  • General guidance with retirement plan administration
  • Workplace harassment supervisor/employee training & investigations
  • Sexual Harassment Training

Employee Lifecycle Management

  • HRIS Platform (Gusto)
  • Complete onboarding & offboarding of employees in HRIS
  • Employee file audits & recordkeeping management
  • Job description & offer letter development
  • Termination/separation support/COBRA administration/unemployment insurance claims
  • Workers’ compensation, statutory disability, and paid leave audit & claims management
  • Assistance with employee disciplinary procedure/tracking & performance tracking

Payroll Processing Powered by

  • Assistance with employee disciplinary procedure/tracking & performance tracking
  • Assistance with setup of deductions - medical, mandatory support orders
  • Coordination of employee expense reimbursements
  • Dedicated Customer HR Manager from your hilineOS squad

Complex Compliance Needs

  • Dedicated Customer HR Manager from your hilineOS squad
  • Affordable Care Act
Get Started

HR & Payroll can only be purchased as an add on to a Core Accounting plan.

FAQs

We work in two sprint cadences per month. We are methodically onboarding new customers either in the first or second sprint. Usually this means the 1st of 15th of the month. On-boarding is expected to take about 10 days from kick-off.

We do charge the full amount of our monthly service fee during the month of on-boarding whether you are on-boarded in first or second half of the month. We are also taking the responsibility for the closing of your books that month, It’s a lot of work and we take it seriously!

We require all customers sign up for auto payment via ACH. You’ll go through the process during contract signing. It makes it easy for you, and us! You’ll be billed automatically on the first of the month.

We require a one-year agreement. It takes a commitment from us to get you on-boarded (with no onboarding fee), and we ask for a commitment from you in return for a year contract. If you really wanted leave us (which has almost never happened), we’ll work it out.

Your account manager is the best person for you to communicate with. They have a financial background and are highly skilled in making sure the right people from your team are pulled in when needed. We also utilize a communication aggregation platform called Karbon that organizes all customer communications so your team is always in the know and can see what’s going on. It allows for total transparency, so our team is equipped with all the information they need.

We will have an annual review together to solicit feedback (two way), talk about needs moving forward and mutually agree on any changes to pricing or services.

It depends on you! We charge an on-boarding fee equal to one month's service fee however we will waive it if you are able to commit the time to us achieving all milestones (information sharing, access rights, meetings, etc.) in accordance with our on-boarding plan.

Well, yes, but remember we are human beings too. We have families, hobbies, and need sleep! We value our people and their well-being. Our team is highly responsive, and in the event of the rare urgent matter in finance, call! We've contemplated customer service related time in our proposal to you. We have visibility to email traffic and volume. If your needs grow, or you need more access to us no worries, we can scale your offering to accommodate.

What's Included

Beyond Books

Beyond Books

Get Started

Growth Focus

Growth Focus

Get Started
Most popular

Strategic Finance

Strategic Finance

Get Started
  • Standardized tech-stack
  • Customized business process optimization
  • Bookkeeping
  • Bank Account Reconciliations
  • Credit Card Reconciliations
  • Spend Management
  • Full Month-End Close Management
  • Class/Job Tracking
  • Revenue Recognition
  • Equity/cap Table Accounting
Beyond Books
Growth Focus
Strategic Finance
  • Self Service Access to Bill.com
  • Digital A/P Management
  • Billing Automation
  • W9 Collections, W8 BEN Management
  • Cash Burn Management
Beyond Books
Growth Focus
Strategic Finance
  • CASH OR ACCRUAL BASIS
  • Monthly P&L // balance sheet // cash flow statements
  • Standardized financial KPI tracking
  • Live dashboard reporting
  • Live budget to actual reporting
  • Live rolling forecast
  • Customized financial and operational KPI tracking
  • Integrations with CRM, HRIS and more!
Beyond Books
  • CASH
Growth Focus
  • MODIFIED ACCRUAL
Strategic Finance
  • MODIFIED ACCRUAL
  • Revenue assumptions
  • COGS assumptions
  • Payroll/headcount assumptions
  • SG&A assumptions
Beyond Books
Growth Focus
Strategic Finance
  • Dedicated account manager
  • Priority Response
  • Monthly strategic finance meeting
Beyond Books
Growth Focus
Strategic Finance

Virtual CFO

Virtual CFO

Get Started

Committed time with our best financial minds typically covers:

  • C-Suite and Founder Consultations
  • Interfacing with External Partners
  • Investor / Board Reporting
  • Vendor Contract Reviews & Negotiations
  • Financial Planning & Analysis
  • Representation at Internal Company Meetings
  • Supporting Through Financing & Fundraising Needs

Service Cost

Tax Services

Get Started

Add-on Tax Services

  • Additional Owner1
  • Additional state tax return - business
  • Additional states tax return - individual
  • State pass through entity tax deduction maximization (per state)1
  • Semi-annual tax planning (per partner)
  • Quarterly tax planning (per partner)
  • Tax incentive program servicing
  • Multi-state Compliance Monitoring
  • Other State Filings (i.e. DE Annual Report)
  • $329 / Monthly
  • $49 / Monthly
  • $29 / Monthly
  • $99 / Monthly
  • $79 / Monthly
  • $199 / Monthly
  • $149 / Monthly
  • $149 / Monthly
  • $49 / Monthly

One Time Tax Services

  • State Nexus Study
  • Entity Structure Analysis/Tax Optimization
  • S Corporation Election
  • State Registration
  • State Annual Report Filings

Fees subject to reconciliation once work finalized.

1 Add on only available for the Basic package.

All prices listed above are starting at prices, subject to individual pricing based on your custom needs.

Service Cost
  • $2,500
  • $2,500
  • $600
  • $600
  • $600

Essential

Essential

Get Started

Multi-State

Multi-State

Get Started

Human Resource Compliance

  • Completion of employee handbook including PTO policies
  • Assistance with independent contractor compliance
  • Job classification compliance - Fair Labor Standards Act audits and adjustments
  • EEOC & ADA assistance & claims support
  • HR “Hotline”/Support for employees and client for employee relations issues
  • Employee benefits support
  • General guidance with retirement plan administration
  • Workplace harassment supervisor/employee training & investigations
  • Sexual Harassment Training

Employee Lifecycle Management

  • HRIS Platform (Gusto)
  • Complete onboarding & offboarding of employees in HRIS
  • Employee file audits & recordkeeping management
  • Job description & offer letter development
  • Termination/separation support/COBRA administration/unemployment insurance claims
  • Workers’ compensation, statutory disability, and paid leave audit & claims management
  • Assistance with employee disciplinary procedure/tracking & performance tracking
Essential
Multi-State

Payroll Processing

Powered by

  • Assistance with employee disciplinary procedure/tracking & performance tracking
  • Assistance with setup of deductions - medical, mandatory support orders
  • Coordination of employee expense reimbursements
Essential
Multi-State
  • Dedicated Customer HR Manager from your hilineOS squad
Essential
Multi-State

Complex Compliance Needs

  • Dedicated Customer HR Manager from your hilineOS squad
  • Affordable Care Act
Essential
Multi-State

FAQs

We work in two sprint cadences per month. We are methodically onboarding new customers either in the first or second sprint. Usually this means the 1st of 15th of the month. On-boarding is expected to take about 10 days from kick-off.

We do charge the full amount of our monthly service fee during the month of on-boarding whether you are on-boarded in first or second half of the month. We are also taking the responsibility for the closing of your books that month, It’s a lot of work and we take it seriously!

We require all customers sign up for auto payment via ACH. You’ll go through the process during contract signing. It makes it easy for you, and us! You’ll be billed automatically on the first of the month.

We require a one-year agreement. It takes a commitment from us to get you on-boarded (with no onboarding fee), and we ask for a commitment from you in return for a year contract. If you really wanted leave us (which has almost never happened), we’ll work it out.

Your account manager is the best person for you to communicate with. They have a financial background and are highly skilled in making sure the right people from your team are pulled in when needed. We also utilize a communication aggregation platform called Karbon that organizes all customer communications so your team is always in the know and can see what’s going on. It allows for total transparency, so our team is equipped with all the information they need.

We will have an annual review together to solicit feedback (two way), talk about needs moving forward and mutually agree on any changes to pricing or services.

It depends on you! We charge an on-boarding fee equal to one month's service fee however we will waive it if you are able to commit the time to us achieving all milestones (information sharing, access rights, meetings, etc.) in accordance with our on-boarding plan.

Well, yes, but remember we are human beings too. We have families, hobbies, and need sleep! We value our people and their well-being. Our team is highly responsive, and in the event of the rare urgent matter in finance, call! We've contemplated customer service related time in our proposal to you. We have visibility to email traffic and volume. If your needs grow, or you need more access to us no worries, we can scale your offering to accommodate.