The all-in-one financial team
you can count on.
Basic Bookkeeping
Ideal for sole proprietors, freelancers, or small startups with simple needs
Billed annually, you save $478
Basic Includes:
- Dedicated bookkeeper and account management
- Monthly reports preparation
- Month end close with bank and credit card reconciliation
- Balance Sheet, Profit and Loss, Statement of Cash Flows
- Cash or Accrual Basis Reporting
- Up to 4 bank/credit card accounts
- QB suggested Chart of Accounts
- Quarterly 30 minute scheduled meetings
- 1 integration
Free consultation included • Cancel anytime
Enhanced Bookkeeping
Ideal for small businesses with payroll and multiple bank accounts
Billed annually, you save $840
Enhanced includes Basic &
- Accounts payable and receivable management
- Payroll processing for up to 10 employees
- Up to 6 bank/credit card accounts
- QB suggested Chart of Accounts
- Monthly 30 minute scheduled meetings
- 2 integrations
- Bi-Annual tax review
Free consultation included • Cancel anytime
Comprehensive Bookkeeping
Ideal for medium-sized businesses needing strategic financial insights
Billed annually, you save $1200
Comprehensive includes Enhanced &
- Budgeting and forecasting assistance
- Financial analysis and business performance metrics
- Tax preparation support
- Dedicated account manager
- Up to 12 bank/credit card accounts
- QB suggested Chart of Accounts
- Monthly 30 minute scheduled meetings
- 4 integrations
- Quarterly tax review
Free consultation included • Cancel anytime
* Custom plans available for over $125K in monthly expenses - contact us
Add CFO in a Box to any plan
CFO Services, Tax Guidance plus Annual Federal and State Tax Return
$1200/yr
Our team has extensive business experience growing revenue. We conduct monthly meetings to review performance and discuss ideas. Leverage our successes and mistakes
Get Free ConsultationFree consultation included • Cancel anytime
- Year-Round Tax Support
- Year-End Financial Package
- S Corporation (Form 1120-S)
- Partnership (Form 1065)
- Schedule C (Form 1040)
- C Corporation Returns (Form 1120)
Complete integration services
System Integration, Dashboards and Integrations
Priced Upon Request
Let us link your systems to your accounting platform or build business dashboards showing revenue and operations in real time
Get Free ConsultationFree consultation included • Cancel anytime
- Link accounting system directly to your production facilities. See your P&L and revenue in real time.
- Custom dashboards to view system status. Monitor trends with alerts for problems.
- Email or message customer's production updates
- Test-driven development to ensure quality, with 24/7 application monitoring.
Comprehensive financial services for your growing business.
Specialized services for managing your books, taxes, and business growth.
Catch-Up Bookkeeping
Starts at $295/mo
Behind on your bookkeeping? Not to worry, we can catch you up timely and accurately… ensuring you are tax ready with financial peace of mind. Whether a few months or a few years, we will get you caught up.
Free consultation included • Cancel anytime
Fractional CFO
Starts at $1,500/mo
Are you ready to soar? Our Fractional CFO service delivers the strategic insight needed to accelerate and scale your growth. Expert advice and data-driven strategy, drives fact- based decision making for scalable growth!
Get Free ConsultationFree consultation included • Cancel anytime
Setup or Cleanup Services
Starts at $500
Depending on complexity, we may need to charge a setup fee. We can also clean up old data as required.
Get Free ConsultationFree consultation included • Cancel anytime