| $0–$1M | $1M–$2M | $2M–$3M | $3M–$5M | $5M–$7M | $7M–$10M | >$10M | |
|---|---|---|---|---|---|---|---|
| Monthly | $299 | $499 | $649 | $899 | $1,199 | $1,499 | Custom |
| Annual | $269/mo | $404/mo | $584/mo | $809/mo | $1,079/mo | $1,349/mo | Custom |
| Get Started | Get Started | Get Started | Get Started | Get Started | Get Started | Contact Us |
We connect your accounts, set up integrations, and verify your opening balances. Most clients are live in 5–10 business days. Onboarding is free.
Transactions Entered daily. Books closed by the 10th. Financial package delivered same day with a plain-English summary of what changed.
Real-time dashboard available any time. Call or email your named accountant with questions — same-day response during business hours.
No. Month-to-month — cancel any time with 30 days notice. If you pay annually and save ~17%, unused months are prorated.
By your annual revenue or total annual expenses — whichever is higher. One flat fee per band. No transaction caps, no per-account charges.
Yes. Always. Every client at every tier gets a full onboarding engagement at no charge — chart of accounts, integrations, opening balance verification, kickoff call, and portal setup.
We handle catch-up before starting monthly service. Price is per month of backlog based on your revenue band — find your row in the catch-up table. The catch-up fee is billed once, not monthly.
QuickBooks Online or Xero — whichever you already use or prefer. If you don't have either, we set one up as part of onboarding at no extra charge.
By the 10th of every month — P&L, Balance Sheet, and Cash Flow Statement, controller-reviewed and delivered in your client portal.
We reconcile payroll journal entries and produce payroll cost reports. Running payroll — tax deposits, direct deposits — is handled by your payroll provider. We coordinate with them.
Cash flow forecasting, budget vs actuals, KPI dashboards, scenario modeling, and strategy calls — depending on the tier you choose.
No. We are not a licensed CPA firm. Tax preparation is always done by your CPA. We prepare everything your CPA needs — year-end workpapers, trial balance, and supporting schedules.