Our Plans

Best for startups and solo owners who need accurate records.

Monthly bookkeeping

Bank & credit card reconciliations

Vendor, category, and amount detail (summary-level books)

Quarterly financial snapshot

For small businesses that want reliable reporting and A/P, A/R support.

Everything in Basic, plus:

Accounts payable & receivable tracking

Monthly financial statements (P&L, balance sheet, cash flow)

Vendor & customer reporting

CPA-ready books at year-end

For growing businesses that need payroll and tax compliance handled.

Everything in Standard, plus:

Payroll processing & payroll tax filings

Tax payment scheduling & compliance support

Direct coordination with your CPA for tax prep

Detailed bookkeeping: each invoice number, brief description, and all supporting details recorded

Customized monthly financial reporting package

For businesses with complex needs or regulatory requirements.

Everything in Premium, plus:

Specialized compliance reporting (e.g., U.S. Bureau reporting)

Advanced financial reporting tailored to your industry

Dedicated support with tax planning coordination

Priority response time