Build a custom plan that suits your size and budget.
Basic
Bookkeeping to lay the groundwork for growth.
Starts at
$499
USD / mo
Monthly Financials
Dedicated Bookkeeper
Unlimited CPA Support
Maximize Business Deductions
Core
Bookkeeping + tax strategy to accelerate growth.
Starts at
$749
USD / mo
Everything in Basic
Business Tax Returns
Automated Payroll
Tax Strategy Implementation
Scale
A custom finance stack for mature businesses.
Starts at
Custom
Everything in Core
CFO-Level Expertise
Specialized Accounting
Concierge Tax Support
Accounting Fundamentals
Dedicated bookkeeper
Accrual-basis bookkeeping
Manual transaction import
250 Transactions
250 Transactions
Custom
Advanced transaction matching
8 Transactions
8 Transactions
Custom
Chart of accounts
Industry Standard
Industry Standard
Custom
Monthly reporting package
15th of Month
15th of Month
Custom
Tax Fundamentals
On-demand CPA access
Email / Phone
Email / Phone / Slack
Business tax return
Officer compensation compliance
Tax notice support
IRS audit support
Situation tax law research
Strategic Finance Support
CFO meeting to review financials
Annually
Quarterly
Monthly
Issues & improvements tracking
Financial projections & forecasts
Budget setup & maintenance
Burn rate calculations
KPI tracking & reporting
Strategic Tax Support
Accountable plan setup
Retirement plan contributions
Health plan contributions
Sec. 199A ("QBID") optimization
PTET deduction analysis & elections
R&D tax credit study
Payroll Support
Business owner payroll
DIY
Employee Payroll
+ $6 / employee / mo
+ $24 / employee / mo
Custom
Salary, benefits, & withholdings admin.
Filings for payroll taxes, W-2s, & 1099s
Employee Reimbursements Admin
Outsourced HR
+ $12 / employee / mo
Technology
QuickBooks Online Essentials
Gusto
+ $40 / mo
Layer on additional services to get the support you need.
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Be proactive about minimizing your tax exposure with tax planning services.
Tax liability projections
Tax savings strategy report
Strategy implementation meeting
Unlimited email support
Get the reporting and finance ops team you need with advanced accounting services.
Bill pay & invoicing
Location & department tracking
Billable expenses tracking
Multicurrency support
Implement best-in-class finance & automation software for your business.
QuickBooks setups
Payroll setups
Business process design
Entity formations & elections
Unlock time and gain peace of mind over your finances with ongoing finance support.
Confirm proper setup with the state & IRS, reviewing current accounting system, and understand business objectives.
Get monthly financials from your bookkeeper. If you need help with other tasks, such as invoicing or bill pay, we'll do those too.
Review results, strategy, and tax estimates. You can talk through any issues that are top-of-mind with your CPA.
Automatically file business tax returns with tax-ready financials. In addition, get your personal tax returns filed.
Get on-demand answers to your questions and proactive feedback from your finance team. Stay compliant and in-the-know.
Let's simplify your tax and accounting.
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