Pick the plan that’s right for you.

Need personalized accounting services? Find the perfect plan here.

CLEANUP
BOOKKEEPING
TAX
ACCOUNTING
CFO

$115/hr

Cleanup Specialist

Cleanup

Your books are a mess and you want a simple solution to get your financials accurate and up to speed. That’s exactly why we created this one-time service. Here are the key benefits:

  • Complete historic reconciliation to balance your books.
  • Honest and unbiased recommendations for moving your business forward.
  • No commitment to continue.

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Bookkeeping

We’ll manage your daily transactions, deliver accurate financial statements and reconcile accounts on a guaranteed schedule — with the option of daily, weekly, or monthly accounting services.

GET A CUSTOM QUOTE

$999/mo

Daily
Bookkeeping

Daily
  • – Communication with Your Bookkeeper Via: Slack + Weekly Video Call
  • – Financials Delivered by the 10th
  • – Transaction Volume: Up to 1,000/Month

$449/mo

Weekly
Bookkeeping

Weekly
  • – Communication with Your Bookkeeper Via: Slack
  • – Financials Delivered by the 15th
  • – Transaction Volume: Up to 400/Month

$299/mo

Monthly
Bookkeeping

Monthly
  • – Communication with Your Bookkeeper Via: Email
  • – Financials Delivered by the 25th
  • – Transaction Volume: Up to 250/Month

Tax

We can manage your corporate, personal, and delinquent tax returns. For more personalized services and to ensure that your tax savings are maximized, we pair our tax practice with our bookkeeping services.

PICK YOUR BOOKKEEPING + TAX PAIRING

$1,800 /yr

Corporate Tax Returns

*Monthly payments prorated based on signup date

Corporate Tax Returns
  • – Includes quarterly one-on-one tax planning meetings
  • – Covers federal returns + 1 state return
  • – Additional states can be added for $600 each

$600 /yr

Personal Tax Returns

*Monthly payments prorated based on signup date

Personal Tax Returns
  • – Covers federal returns + 1 state return
  • – Additional state can be added for $300 each

$225 /hr

Delinquent Tax Returns

Delinquent Tax Returns
  • – Covers delinquent federal + state tax returns for businesses and individuals

$115/hr

 

Accounting

With 15+ years of experience, our dedicated controllers are here to take care of your more complicated financial needs, going beyond simple reporting to keep you investor ready. Here are the key benefits:

  • A flexible, dedicated team member to meet with and no minimum or maximum monthly requirement.
  • Extensive, custom reports.
  • Data interpretation and recommendations.

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$250/hr

 

CFO

Do you need a model to predict your revenue? What about needs assessment budgeting and treasury services? Our advisory CFOs are the consultants you need to plan for the future. Here are the key benefits:

  • A dedicated CFO with 25+ years of experience and the flexibility to customize to you and your benefits.
  • Industry specification that’s tailored to your specific needs.
  • Expert advice to help you navigate funding and understand how much your business is worth.

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Don’t see a package that exactly fits your needs?

Let us know — we may be able to provide a custom bookkeeping plan for your business.

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