Complete Plan

Basic plan + customization.

From: $735.00 / month with a 14-day free trial

Complete plans include Basic plan features:

  • Standard Chart of Accounts 
  • Monthly financial statements (income statement and balance sheet)
  • Balance sheet reconciled monthly
  • Annual interface with Tax Professionals

Plus:

  • Custom chart of accounts to fit your business
  • Custom reporting package
  • 30 minute monthly consultation with our financial professionals

 

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Don’t See the Plan Option You Need?

Fill out our custom quote form for a specially crafted plan designed just for you.

Enhance your Plan with an Add-On

Accrual Method
Add-On

Recording transactions when earned/incurred, not when cash exchanges.

$200/month

•  Clear Financial Status Representation

•  Timely Revenue and Expense Recording

•  Ideal for Credit Operations

•  Accurate Insights for Decision-Making

•  Precision and Compliance Assurance

Multiple Accounts
Add-On

For clients with multiple accounts that need bookkeeping assistance.

 $95/month

Per additional account

•  Efficient Management of Multiple Accounts

•  Individual Tracking for Financial Clarity

•  Ideal for Diverse Business Structures

•  Streamlined Reporting and Compliance Measures

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