Straightforward Pricing for Your Business

No hidden fees, no surprises. Choose a plan that fits your business stage, and let’s get your finances in perfect order.

Essentials

$399 /mo

For startups and small businesses that need their core accounting handled by experts.

Growth

$699 /mo

For growing businesses that need a full financial operations team to manage day-to-day tasks.

Scale

Custom

For established businesses requiring high-level strategic guidance and financial oversight.

Compare Plans & Features

Features

Essentials

Growth

Scale

Core Accounting

Chart of Accounts Setup

Monthly Reconciliation

Financial Statements (P&L, Balance Sheet, Cash Flow)

Multi-Currency Accounting

Department / Class Tracking

Real-Time Dashboard Access

Custom Chart of Accounts Design

Historical Data Migration

Catch-Up / Clean-Up Bookkeeping

Accrual Adjustments

Depreciation & Amortization Schedules

Journal Entries Review

Custom Chart Setup for Multi-Entity Firms

Operations

Accounts Payable (Bill Management)

Accounts Receivable (Invoicing & Collections)

Payroll (Up to 10 Employees)

Payroll (11–50 Employees)

Vendor Management

Expense Reimbursements Processing

Employee Expense Cards Integration

Inventory Accounting (COGS, Landed Cost)

E-Commerce Integration (Shopify, Amazon, A2X)

POS Integration (Square, Stripe, PayPal)

Bank Feed Automation

Reporting & Analytics

Monthly Financial Reports

Custom Financial Dashboards

KPI Tracking & Benchmarking

Budget vs Actuals Analysis

Forecasting & Cash Flow Projections

Profitability by Product / Channel

Break-Even Analysis

Scenario & Sensitivity Analysis

Board-Ready Financial Packages

Segment Reporting (Regions / Departments)

Strategy & Support

Dedicated Account Manager

Priority Email & Chat Support

Monthly Review Meetings

Quarterly Strategic Reviews

Financial Planning & Analysis (FP&A)

Virtual CFO Guidance

Strategic Growth Advisory

Business Budgeting & Forecasts

Investor Reporting Support

Board Deck & Presentation Support

Compliance & Tax

Year-End Closing & Adjustments

Corporate Tax Filing (U.S. / Canada)

Sales Tax (U.S.) / GST-HST Filings (Canada)

Tax Estimates & Installments Management

1099 / T4 / T5 Filings

Tax Planning & Advisory

IRS / CRA Audit Support

Franchise Tax / Provincial Filings

Multi-State / Multi-Province Compliance

Registered Agent Coordination

Technology & Automation

Xero / QuickBooks Setup

App Integration (A2X, Dext, Gusto, Hubdoc, etc.)

Automation Workflow Setup (AP/AR/Payroll)

Document Management System (SharePoint/Drive)

Custom Process Automation (Zapier / Make)

Bank Rule Automation

API Integration for Custom Data Sources

Cloud Accounting Migration

FAQs

Pricing FAQs

Are there any long-term contracts?

We believe in earning your business every month. Our standard agreements are month-to-month, giving you the flexibility you need. We do not lock our clients into long-term contracts.

No problem at all. You can upgrade or downgrade your plan at any time. We understand that business needs change, and our services are designed to be flexible and scale with you.

No. The pricing you see is what you pay. We believe in transparency. The only exception is for extensive catch-up bookkeeping, which we would scope and quote separately before any work begins.

Not sure which plan is right?

No problem. Every business is unique. Let’s talk about your specific needs and our team will build a custom quote just for you.