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 monthlyIncludes:
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
- Cash Collections Support
- 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!
Forecasting Package
Powered by Basis- Revenue assumptions
- COGS assumptions
- Payroll/headcount assumptions
- SG&A assumptions
- Dedicated account manager
- Priority Response
- Monthly strategic finance meeting
Usually purchased with Tax or HR & Payroll add ons
Growth Focus
Small Business Owners
starting at$1,499
billed monthlyIncludes 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
- Cash Collections Support
- 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!
Forecasting Package
Powered by Basis- Revenue assumptions
- COGS assumptions
- Payroll/headcount assumptions
- SG&A assumptions
- Dedicated account manager
- Priority Response
- Monthly strategic finance meeting
Usually purchased with Tax or HR & Payroll add ons
Most popular
Strategic Finance
Expanding Businesses
starting at$4,999
billed monthlyIncludes 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
- Cash Collections Support
- 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!
Forecasting Package
Powered by Basis- Revenue assumptions
- COGS assumptions
- Payroll/headcount assumptions
- SG&A assumptions
- Dedicated account manager
- Priority Response
- Monthly strategic finance meeting
Usually purchased with Tax or HR & Payroll add ons
add-on
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
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 Individual + Schedule C - Starting at $279/moIndividual 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.
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 C corp (Profitable) - Starting at $569/moC 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.
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 MonthlyBasic 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.
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 monthlyIncludes:
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
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 monthlyIncludes 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
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
- 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
- Cash Collections Support
- 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
Growth Focus
Strategic Finance
Forecasting Package
Powered by Basis
- 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
Committed time with our best financial minds typically covers:
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)
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
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.