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.


Starter

Great for low volume businesses like creative entrepreneurs or services who just need basic compliance and occasional communication.

You get:

  • 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

  • Email Communication

  • Basic Quarterly Financial Reports

  • Quarterly Financial Health Check Zoom meeting (1 Hour)

growth

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

Established

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

  • Accounts Payable

  • Accounts Receivable

  • 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

  • Weekly/Bi-weekly Checkins

  • 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.

You get:

  • Email support

  • 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