Core

$300

Every month*

 

For new businesses or those with minimal needs.

Software selection

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Training & coaching

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Expense management

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Data validation & troubleshooting

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Catch-up bookkeeping

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Fully reconciled bank, credit card, and merchant accounts

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Proper classification of expenses

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Monthly financial statements

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Cash basis accounting

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Year-end financial package

Established

$400

Every month*

 

For businesses that need a bit more support.

All the Core features, plus:

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Predictive financial modeling

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Budgeting

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Forecasting

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Business financial planning

Full-Service

$700

Every month*

 

For businesses ready to fully outsource their back office.

All the Core and Enhanced features, plus:

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Accrual based accounting

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Capital planning

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Data analytics

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Payables & disbursements

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Sales & use tax returns