Sole Proprietor - Small Business - Bookkeeping Only
No matter your plan, you’re guaranteed accurate bookkeeping, an unlimited dedicated team of experts, and the support you need to grow your business.
Simple Starter Plan:
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Categorize your transactions for your P&L and Schedule C
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Reconcile your accounts
Pricing at
$550
per month
For Startups & Small - Mid Level Businesses
Expertise & Bookkeeping - Pricing Tier Plans
$1850
Starting at
Essential
per month
Streamlined, cloud-based accounting department
Categorize your transactions for your P&L and Schedule C
Reconcile your accounts
Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Account Receivable
Compliance Service reports provided at any time
Entity Management Service
Monthly business consultation based on your business needs to enable growth and optimization
Financial report package
Meetings with management (monthly)
Phone & email support
Full Access to Our Client Portal and Communication Center
$2850
Starting at
Growth
per month
Budget tracking to achieve your goals
Categorize your transactions for your P&L and Schedule C
Reconcile your accounts
Manage your Financial Statements: Profits & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable
Compliance Service reports provided at any time
Entity Management Service
Monthly business consultation based on your business needs to enable growth and optimization
Financial report package
Full-Service A/P & A/R Management. We will create your bills & invoices and track payments
Meetings with management (monthly)
Phone & email support
Full Access to Our Client Portal and Communication Center
$3850
Starting at
Executive
per month
Performance metrics with actionable insights
Categorize your transactions for your P&L and Schedule C
Reconcile your accounts
Manage your Financial Statements: Profits & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable
Compliance Service reports provided at any time
Entity Management Service
Monthly business consultation based on your business needs to enable growth and optimization
Financial report package
Full-Service A/P & A/R Management. We will create your bills & invoices and track payments
Catch up bookkeeping
Meetings with management (monthly)
Monthly or weekly bookkeeping
Unlimited phone & email support
Full Access to Our Client Portal and Communication Center
Need more services?
Every plan customizes the following for your specific needs:
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Dedicated controller and team
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Monthly reconciliations
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Revenue recognition
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AR/AP processing and reporting
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Employee reimbursements
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Inventory reconciliation
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Payroll support
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P&L and balance sheet reporting
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Cash flow statement and forecast
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Support of Quickbooks Online, NetSuite, etc.
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Handling of multiple entities and consolidation
Our Senior Controller and CFOs can also help you with:
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Board reports + presentations
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Cash flow projections
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Financial projections + models
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Business analytics + KPIs
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Strategic finance consulting
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International parent/subsidiary management
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Exit planning
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Budgeting + cash management
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Capital raises
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Venture debt financing
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Equity management
Only Get What You Need
No matter the plan you choose, you’re guaranteed accurate bookkeeping, an unlimited dedicated team of expertise, and the support you need to grow your business.
For Large Businesses
Expertise & CFO Level Services - Pricing Plans
$5750
Starting at
Essential
per month
streamlined, cloud-based accounting department
Perfect for simple financial structures and processes​
Entity Maintenance
Industry-best software used for day-to-day bookkeeping​
Financial reports provided any time
Accrual accounting & supporting schedules
Month-end close
Financial report package
Meetings with management (Monthly)
Unlimited phone & email support
Full Access to Our Client Portal and Communication Center
$8500
Starting at
Growth
per month
budget tracking to achieve your goals
Budget-to-actual reporting
Entity Compliance
Financial commentary & analysis
For established companies looking to grow their businesses
Accrual accounting managed by experienced controllers
Ability to scale by using Quickbooks Online
Financial report package
Meetings with management (Monthly)
Unlimited phone & email support
Full Access to Our Client Portal and Communication Center
$15000
Starting at
Executive
per month
performance metrics with actionable insights
Advanced management dashboard
Entity Compliance & licensing
What-if analysis or scenario building
Meetings with management (monthly)
Accrual accounting & supporting schedules
Month-end close
Financial report package
Unlimited phone & email support
Budget-to-actual reporting
Financial commentary & analysis
Full Access to Our Client Portal and Communication Center