Every organization is unique, therefore we will customize a solution based on your industry, goals, requirements, and pain-points.
The monthly plans below have been provided to give you a general understanding of our pricing range for each set of standardized service items. The final price will be provided in your custom proposal.
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BYOB (Bring Your Own Books)
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Starting Up
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Essentials
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Thrive
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| Frequency & Features |
Custom plans starting at $300/month
Vision: You manage your own books while having access to a dedicated CPA advisor who specializes in your industry. If you prefer to do your own accounting, but want unlimited access to an advisor, then this is for you. Your books will need to get approved by our team to qualify for this plan. |
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 |
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| Tax Account Registration and Review |
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| Payroll Review |
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| Industry-Specific Chart of Accounts Implementation |
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| Historical Accounting Records Clean-up |
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| Software Implementation |
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| Weekly | ||||
| Dedicated CPA Advisor |
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| On-demand CPA unlimited access |
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| Record and Reconcile Sales with POS |
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| Record and Reconcile Payroll |
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| Record Bank and Credit Card Transactions |
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| Record and Reconcile Bills and Bill Payments |
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| Record and Reconcile Invoices and Deposits |
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| Payment Processor and Third-Party Delivery Reconciliation |
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| Track and Reconcile Cash Deposits, Petty Cash, and Paid-outs |
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| Record and Reconcile Inventory |
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| Weekly Snapshot Report |
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| Bill Pay and Vendor Reconciliation |
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| Monthly | ||||
| Reconcile Notes Payable, Investment, and Intercompany Accounts |
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| Track Fixed Assets and Depreciation |
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| Reconcile Bank, Credit Card, and Virtual Payment Accounts |
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| Sales Tax Preparation and Filing |
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| Financial Statements & Analysis w/ Fathom |
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| Quarterly | ||||
| Estimated Tax Payment Management |
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| Annual | ||||
| 1099 Preparation and Filing |
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| Federal & State Income Tax Returns |
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| GAAP Audit Management & Support |
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| Software | ||||
| Quickbooks Online |
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| Fathom |
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| Optional Add-on: Payroll | ||||
| Payroll Processing & Management w/ Gusto or ADP |
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Vision: You manage your own books while having access to a dedicated CPA advisor who specializes in your industry. If you prefer to do your own accounting, but want unlimited access to an advisor, then this is for you. Your books will need to get approved by our team to qualify for this plan.
Setup and Onboarding
Weekly
Dedicated CPA Advisor
On-demand CPA unlimited access
Monthly
Quarterly
Annual
Software
Optional Add-on: Payroll
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
Reconcile Notes Payable, Investment, and Intercompany Accounts
Track Fixed Assets and Depreciation
Reconcile Bank, Credit Card, and Virtual Payment Accounts
Sales Tax Preparation and Filing
Financial Statements & Analysis w/ Fathom
Quarterly
Estimated Tax Payment Management
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
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
Reconcile Notes Payable, Investment, and Intercompany Accounts
Track Fixed Assets and Depreciation
Reconcile Bank, Credit Card, and Virtual Payment Accounts
Sales Tax Preparation and Filing
Financial Statements & Analysis w/ Fathom
Quarterly
Estimated Tax Payment Management
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
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
Reconcile Notes Payable, Investment, and Intercompany Accounts
Track Fixed Assets and Depreciation
Reconcile Bank, Credit Card, and Virtual Payment Accounts
Sales Tax Preparation and Filing
Financial Statements & Analysis w/ Fathom
Quarterly
Estimated Tax Payment Management
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