Find Your Perfect Fit for Your Financial Needs

Standard

BEST FOR SMALL OR NEW BUSINESSES WHO NEED A SIMPLIFIED SYSTEM

  • Monthly income and expense categorization

  • Monthly bank and credit card reconciliations

  • Monthly Financial Statements delivered to you by the 15th

  • Unlimited support via email and/or Voxer

  • Communication and collaboration with your CPA

Prices start at $350/mo

**for sole proprietors/LLC’s with 100 or less transactions per month and 3 bank accounts.

Premium

BEST FOR GROWING AND ESTABLISHED BUSINESSES WHO WANT TO REALLY DIVE INTO THE ANALYTICS AROUND THEIR NUMBERS TO MAKE STRATEGIC DECISIONS TO SCALE THEIR BUSINESS

  • Everything from the Standard Package PLUS:

  • Additional reports as needed

  • Annual 1099 filings

  • Quarterly strategy calls

  • Payroll management (for S Corps)

  • End of year reporting for comparing and forcasting

Prices start at $500/mo

Not sure which plan is right for you? Let's chat!

Got Questions?

We’ve got answers :)

  • The short answer is this: bookkeeping is so much more than taxes. And tax time will become so much more enjoyable when you've got a clear set of books to give to your CPA!

    * Bookkeeping provides a clear view of your finances

    * It will allow you maximize write-offs and lower your tax bill

    * Helps you plan for the future

    * Catches errors and ensures that income and expenses are recorded accurately

    * Frees up your time throughout the year to focus on building your business

    *Helps obtain loans

    *Protects you in an audit

    *Takes the stress off your plate come tax time

  • No we do not provide tax services, but we are happy to refer to some wonderful tax preparers!

  • If any of this resonates with you, it may be time to hire some help:

    * Tax time is stressful

    * You aren't paying yourself

    * You're missing out on tax deductions

    * Sales are increasing, but your profits aren't

    * Your CPA is doing your bookkeeping (and charging soooo much to do so!)

    * You only know how your business did at the end of the year..... you should have a clear financial picture in real time/every month

  • No worries at all! We can discuss all your needs and make it work specifically for your business! We offer quite a few add on services such as:

    * Accounts Payable

    * Accounts Receivable

    * Sales Tax

    * Payroll and payroll reports depending on number of employees

  • Yes we do! If you're fairly small and just need a one time clean up and preparation before you submit to your CPA, we'd love to help.

  • We currently use QuickBooks Desktop, QuickBooks Online, and will offer Xero in the near future.

Coming Soon…

DIY Templates!

Maybe you’re not ready to hire a bookkeeper, but you still need efficient financial spreadsheets to really see your numbers.