Bookkeeping that fits your business
Flexible monthly plans with the bookkeeping and support that your business needs.
Starter
For early-stage businesses getting their books in order.
- Up to 100 monthly transactions
- Monthly financials
- Dedicated bookkeeper
Growth
For larger, growing businesses that need more from their books.
- Up to 500 monthly transactions
- Monthly financials
- Dedicated bookkeeper
- Priority support + monthly check-in
Enterprise
For businesses that need a fully tailored solution.
- Unlimited transactions
- Monthly financials
- Dedicated bookkeeper
- Priority support + monthly check-in
- Custom reporting & forecasting
Need a little more help beyond the monthly books?
Add the services you need to keep your business organized, your books current, and everything running smoothly.
Catch-Up Bookkeeping
Behind on your books? We'll get you caught up and ready for taxes, lenders, or a sale.
- Historical transactions reviewed
- Prior periods cleaned up and corrected
- Books reconciled to current
- Ready for tax filing
Payroll
Employees paid right and taxes filed on time, every time.
- Bi-weekly & semi-monthly runs
- Direct deposits for employees
- Weekly runs available (+$30/mo)
- Federal & state tax filings
- New-hire reporting
Tax
Federal and state filings handled year-round, with no surprises.
- Federal & state filings
- Quarterly & annual filings
- Tax planning & strategy
- Extension filings
- Prior-year return review
M&A Advisory
Sell-side Preparation, Sell-side Advisory, and Buy-side Advisory, handled A-Z.
- Sell-side prep & exit readiness
- Buy-side support through close
- Proprietary network
- Strategic marketing
- Deal-ready financials
- Diligence coordination
- Purchase agreement negotiation
Quality of Earnings
Institutional-quality transaction advisory through formal financial diligence.
- Financial statements rebuild
- Adjustment identification and verification
- Adjusted EBITDA analysis
- Actuals to pro forma bridge
- Proof of cash
- Net working capital analysis
- Historical trend analysis
- Client concentration analysis
- Buy-side and sell-side support
FAQs
No. We work with all major accounting systems, and if you're not already using one, we'll set it up and migrate your existing records for you.
Yes. We connect to your accounts through bank-level, read-only integrations and never store your banking credentials directly.
That's common. We'll do a one-time catch-up cleanup to bring your books current, then move you onto regular monthly service.
We're industry agnostic and can service most small businesses. Tell us about your business on a call and we'll confirm fit.
Yes, plans are month-to-month with no long-term contract. Cancel anytime with 30 days' notice.
Not sure which plan is right for your business?
We'll learn about your business and help you choose the bookkeeping plan that makes the most sense.