Ongoing Accounting Support
A NOTE ABOUT PRICES:
Each business has unique circumstances and needs. Our pricing structure reflects this, and gives you the following three service-level options to choose from once we learn more about your business from our discovery call.
Great for low volume businesses like creative entrepreneurs or services who just need basic compliance and occasional communication.
Up to 50 transactions input & matching
Monthly Bank Reconciliations (2 Bank Accounts)
Xero/QBO Subscription Included
Hubdoc or ReceiptBank Subscription Included
Access anytime, anywhere, in real-time
Basic Quarterly Financial Reports
Quarterly Financial Health Check Zoom meeting (1 Hour)
Great for higher volume, more complex transactions, and more frequent reporting and communication. You still manage your Payroll, Accounts Payable and Receivable, but we make sure it’s all in your accounting software.
You get everything included in Starter, plus:
Unlimited transaction input & matching
Bank reconciliations for up to 4 bank accounts
Email & Slack communication
Monthly Basic Financial Reports
Monthly Financial Health Check Zoom meeting (1 Hour)
Estimated Tax Calculations
Sales Tax Compliance
Perfect for those who need more hands-on attention, weekly or bi-weekly meetings, and a complete outsourced accounting department.
You get everything included in Growth, plus:
Unlimited transactions input & matching updated weekly
Full Service Payroll with Gusto
Unlimited Bank Reconciliations
Unlimited email, phone & Slack Communication
Monthly Management Reports, which include KPIs and basic Financial Reports
Monthly Financial Health Check Zoom meeting
Budgeting & Cash Flow forecasting (Profit First Method)
Not ready to commit to us taking over the day-to-day transactions, but want to make sure you have someone available for questions or to check over your work? There’s still an option for you:
DIY Accounting & Quarterly Checkins | Starting at $400/quarter
Great when you have a bookkeeper on staff (or want to take control of your own books) or when volume is low and you want to get to know your system for awhile before we take over.
Quarterly Financial Health Checks
Quarterly assessment of transactions/data to catch and correct any mistakes
Written recommendations for process improvement or issues found and necessary adjustments