Monthly Plans

Starting Up
Essentials
Thrive
Frequency & Features
Custom plans starting at $500/month

Vision: Understand the overall health and performance of your organization. Our goal is to provide visibility through accurate, reliable, and timely cash-accrual hybrid basis financial reporting with our accounting services.

Custom plans starting at $1100/month

Vision: Lead your growth by taking your financial reporting to the next level. Your financials will be on a full accrual basis and you will receive a weekly snapshot email that provides an update about your financial position including reconciled cash balance, accounts payable, and accounts receivable. Your books will be proactively ready for investors, audits, and tax compliance.

Custom plans starting at $1500/month

Vision: We'll form and manage a full-service accounting department to provide the financial reporting and back-office support your organization needs to thrive. This plan includes all services in the Essentials plan plus full Accounts Payable support. 

Setup and Onboarding
Quickbooks Online
Tax Account Registration and Review
Payroll Review
Industry-Specific Chart of Accounts Implementation
Historical Accounting Records Clean-up
Software Implementation
Weekly
Dedicated CPA Advisor
On-demand CPA unlimited access
Record and Reconcile Sales with POS
Record and Reconcile Payroll
Record Bank and Credit Card Transactions
Record and Reconcile Bills and Bill Payments
Record and Reconcile Invoices and Deposits
Payment Processor and Third-Party Delivery Reconciliation
Track and Reconcile Cash Deposits, Petty Cash, and Paid-outs
Record and Reconcile Inventory
Weekly Snapshot Report
Bill Pay and Vendor Reconciliation
Monthly
Track Fixed Assets and Depreciation
Reconcile Bank, Credit Card, and Virtual Payment Accounts
Sales Tax Preparation and Filing
Financial Statements & Analysis w/ Fathom
Annual
1099 Preparation and Filing
Federal & State Income Tax Returns
GAAP Audit Management & Support
Software
Quickbooks Online
Fathom
Optional Add-on: Payroll
Payroll Processing & Management w/ Gusto or ADP
Starting Up
Custom plans starting at $500/month

Vision: Understand the overall health and performance of your organization. Our goal is to provide visibility through accurate, reliable, and timely cash-accrual hybrid basis financial reporting with our accounting services.

Setup and Onboarding

Quickbooks Online

Tax Account Registration and Review

Payroll Review

Industry-Specific Chart of Accounts Implementation

Historical Accounting Records Clean-up

Software Implementation

Weekly

Dedicated CPA Advisor

On-demand CPA unlimited access

Record and Reconcile Sales with POS

Record and Reconcile Payroll

Record Bank and Credit Card Transactions

Monthly

Track Fixed Assets and Depreciation

Reconcile Bank, Credit Card, and Virtual Payment Accounts

Sales Tax Preparation and Filing

Financial Statements & Analysis w/ Fathom

Annual

1099 Preparation and Filing

Federal & State Income Tax Returns

Software

Quickbooks Online

Fathom

Optional Add-on: Payroll

Payroll Processing & Management w/ Gusto or ADP

Essentials
Custom plans starting at $1100/month

Vision: Lead your growth by taking your financial reporting to the next level. Your financials will be on a full accrual basis and you will receive a weekly snapshot email that provides an update about your financial position including reconciled cash balance, accounts payable, and accounts receivable. Your books will be proactively ready for investors, audits, and tax compliance.

Setup and Onboarding

Quickbooks Online

Tax Account Registration and Review

Payroll Review

Industry-Specific Chart of Accounts Implementation

Historical Accounting Records Clean-up

Software Implementation

Weekly

Dedicated CPA Advisor

On-demand CPA unlimited access

Record and Reconcile Sales with POS

Record and Reconcile Payroll

Record Bank and Credit Card Transactions

Record and Reconcile Bills and Bill Payments

Record and Reconcile Invoices and Deposits

Payment Processor and Third-Party Delivery Reconciliation

Track and Reconcile Cash Deposits, Petty Cash, and Paid-outs

Record and Reconcile Inventory

Weekly Snapshot Report

Monthly

Track Fixed Assets and Depreciation

Reconcile Bank, Credit Card, and Virtual Payment Accounts

Sales Tax Preparation and Filing

Financial Statements & Analysis w/ Fathom

Annual

1099 Preparation and Filing

Federal & State Income Tax Returns

GAAP Audit Management & Support

Software

Quickbooks Online

Fathom

Optional Add-on: Payroll

Payroll Processing & Management w/ Gusto or ADP

Thrive
Custom plans starting at $1500/month

Vision: We'll form and manage a full-service accounting department to provide the financial reporting and back-office support your organization needs to thrive. This plan includes all services in the Essentials plan plus full Accounts Payable support. 

Setup and Onboarding

Quickbooks Online

Tax Account Registration and Review

Payroll Review

Industry-Specific Chart of Accounts Implementation

Historical Accounting Records Clean-up

Software Implementation

Weekly

Dedicated CPA Advisor

On-demand CPA unlimited access

Record and Reconcile Sales with POS

Record and Reconcile Payroll

Record Bank and Credit Card Transactions

Record and Reconcile Bills and Bill Payments

Record and Reconcile Invoices and Deposits

Payment Processor and Third-Party Delivery Reconciliation

Track and Reconcile Cash Deposits, Petty Cash, and Paid-outs

Record and Reconcile Inventory

Weekly Snapshot Report

Bill Pay and Vendor Reconciliation

Monthly

Track Fixed Assets and Depreciation

Reconcile Bank, Credit Card, and Virtual Payment Accounts

Sales Tax Preparation and Filing

Financial Statements & Analysis w/ Fathom

Annual

1099 Preparation and Filing

Federal & State Income Tax Returns

GAAP Audit Management & Support

Software

Quickbooks Online

Fathom

Optional Add-on: Payroll

Payroll Processing & Management w/ Gusto or ADP

Contact us for a complimentary consultation!