Select a plan

Get a dedicated team and the accounting services that support your business goals.

Bookkeeping

Automated finances

Starting at

$495

/Billed monthly

Plan details

Dedicated bookkeeping team

Accounting software setup

Chart of accounts (standard)

Daily bookkeeping

Cash accounting

Monthly reconciliations

Monthly reporting by the 20th

Email support

Month-end close management

Class/program tracking

Dedicated account manager

Monthly finance meeting

Custom KPI and metrics reporting

Bookkeeping plus

For growing companies

Starting at

$1,395

/Billed monthly

Plan details

Dedicated bookkeeping team

Accounting software setup

Chart of accounts (custom)

Daily bookkeeping

Cash or accrual accounting

Monthly reconciliations

Monthly reporting by the 20th

Priority support (email)

Month-end close management

Class/program tracking

Dedicated account manager

Monthly finance meeting

Custom KPI and metrics reporting

Controller services

For future-focused operations

Starting at

$2,895

/Billed monthly

Plan details

Dedicated bookkeeping team

Accounting & reporting software setup

Chart of accounts (custom)

Daily bookkeeping

Accrual accounting

Monthly reconciliations

Monthly reporting by the 15th

Priority support (email & Slack)

Month-end close management

Class/program tracking

Dedicated financial controller

Monthly finance meeting

Custom KPI and metrics reporting

Core add-ons

Optional add-on services for your base plan

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AP Management

Fully managed paperless accounts payable

Streamlined payment processing with electronic approvals, managed workflows, and expert support.

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Spend Management

Proactive oversight of spend with managed budgets

Increased insights and visibility, helping you control spending and reduce wasted dollars.

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CFO Advisory

Financial planning and analysis led by an expert CFO

Budgeting, forecasting, BvA analysis, advanced management reporting, and advisory meetings

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HR & Payroll

HR Compliance Management & Payroll Processing

Single State & Multi-State

Strategic tax add-ons

Optional add-on tax services for your base plan

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Individual Tax

Starting at

$179

/Billed Monthly

Ind + Schedule C $279/mo

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C Corporation

Starting at

$349

/Billed Monthly

*$569/mo for profitable C-Corp

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Passthrough Entity

Starting at

$679

/Billed Monthly

Includes 1 owner and 1 state