Our Services

Basic

Ideal for: Freelancers or single-owner businesses with low transaction volume.

Includes:

  • Up to 2 bank or credit card accounts

  • Monthly reconciliations

  • Basis financial reports

  • Email support

  • Starting at $299/month

Intermediate

Ideal for: Small but growing businesses with more activity.

Includes:

  • Up to 5 accounts

  • Monthly reconciliations and financial reports

  • Quarterly review call

  • 1099 filing (up to 5 contractors)

  • Sales tax filing (1 jurisdiction)

  • Starting at $599/month

Advanced

Ideal for: Established businesses that want hands-off bookkeeping.

Includes:

  • Unlimited accounts

  • Full monthly bookkeeping

  • A/P and A/R management

  • 1099 filing (unlimited)

  • Multi-jurisdiction sales tax filing

  • Monthly review meeting

  • Starting at $999/month