Simple, transparent pricing.
Get a dedicated team to handle your financial operations while you focus on growing your business
Bookkeeping
$350/month
AUTOMATED FINANCES
Dedicated bookkeeping team
Accounting software setup
Chart of accounts (standard)
Daily bookkeeping
Cash accounting
Monthly reconciliations
Month-end close management
Standard support
Class/Program tracking
Monthly finance meeting
Custom KPI and metrics reporting
Bookkeeping Plus
$500/month
FOR GROWING COMPANIES
Dedicated bookkeeping team
Accounting software setup
Chart of accounts (custom)
Daily bookkeeping
Cash or accrual accounting
Monthly reconciliations
Monthly reporting
Priority support
Month-end close management
Dedicated account manager
Class/Program tracking
Monthly finance meeting
Custom KPI and metrics reporting
Controller Services
$1000/month
FOR FUTURE-FOCUSED OPERATIONS
Dedicated bookkeeping team
Accounting software setup
Chart of accounts (custom)
Daily bookkeeping
Cash or accrual accounting
Monthly reconciliations
Monthly reporting
Priority support
Month-end close management
Dedicated account manager
Class/Program tracking
Monthly finance meeting
Custom KPI and metrics reporting
Strategic tax add-ons
Individual Tax
$119
Starting price, billed monthly
C Corporation
$199
Starting price, billed monthly
For pre-revenue C-Corps
Passthrough Entity
$299
Starting price, billed monthly
Original Content
ESSENTIAL
$350/month
Monthly update of bookkeeping file
Monthly reconciliation of 1 - 4 accounts
Financial statement preparation
One quarterly virtual meeting
ADVANCED
$500/month
Weekly/monthly update of bookkeeping file
Monthly reconciliation of 5 - 8 accounts
Maintain account receivable
Maintain account payable
Financial statement preparation
One monthly virtual meeting
PREMIUM
$1000/month
Daily/weekly/monthly update of bookkeeping file
Monthly reconciliation of more than 8 accounts
Maintain account receivable
Maintain account payable
Maintain/track inventory
Payroll services (up to 10 employees W2 annual filing)
Sales tax services
Financial statement preparation
One monthly virtual meeting
