$149/month

Foundation Bookkeeping

Small businesses that want reliable, accurate books and to remain tax-ready and compliant—without unnecessary complexity. 📌 Ideal for service businesses, freelancers, and owner-operated companies.

  • Limit : Up to $12,000 in monthly expenses
  • Real-time visibility into your financial performance
  • Annually cash-basis Profit & Loss and Balance Sheet
  • Standard chart of accounts
  • Year-end financial package for your tax preparer
  • Dedicated U.S.-based bookkeeping team
  • Email support

$399/month

Growth Bookkeeping

Growing businesses that rely on financial data to make informed decisions, manage cash flow, and work with lenders or investors. 📌 Ideal for startups, multi-entity businesses, medical and dental practices, and real estate operators.

  • Limit : Up to $20,000 in monthly expenses
  • Everything in Foundation Bookkeeping +
  • Cash or accrual-basis accounting
  • Custom chart of accounts tailored to your business
  • Monthly financial statements with enhanced insights
  • Ongoing financial review and issue resolution
  • Year-end financial package for your tax preparer
  • Dedicated U.S.-based bookkeeping team
  • Email and phone support

Strategic Accounting & Advisory

Businesses seeking a complete back-office solution with proactive financial and tax guidance. 📌 Designed for scaling companies, professional practices, international businesses, and complex operations.

  • Limit : Determined upon consultation
  • Everything in Foundation or Growth +
  • Payroll processing and compliance
  • Sales tax setup, filings, and audits support
  • Income tax preparation and proactive tax planning
  • IRS and state correspondence handling
  • CFO advisory and strategic financial planning
  • Dedicated finance and accounting team
  • Support via email , phone and meeting