Choose the right level of bookkeeping, accounting, payroll, and tax support for your current stage. Custom scopes are available for more complex workflows.
Each plan pairs dedicated finance talent with structured reporting, reliable delivery, and support that can scale as your requirements grow.
Reduce accounting overhead while keeping daily finance work organized, reviewed, and accountable.
Work with assigned bookkeeping and accounting resources instead of inconsistent ad hoc support.
Move from transaction support to deeper reporting, payroll, tax, and CPA back-office services when needed.
These packages are starting points. We tailor scope, cadence, and software workflows during consultation.
Best for startups and small businesses that need clean books and routine monthly reporting.
Best for growing businesses that need payroll, tax preparation support, and stronger back-office coverage.
Best for established businesses and CPA firms that need senior accounting, tax, and detailed reporting support.
| Features | Essential | Growth | Complete |
|---|---|---|---|
| Transaction entry and reconciliation | |||
| Accounts payable and receivable | |||
| Payroll processing | |||
| Monthly financial statements | |||
| Basic tax preparation support | |||
| Detailed financial reporting | |||
| Full tax preparation | |||
| Sales and use tax filing | |||
| CPA firm back-office support | |||
| Support model | Standard email | Priority support | Dedicated support |
We can build a flexible finance support model around your transaction volume, reporting cadence, software stack, and business goals.