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pricing

Bookkeeping and Financial Reporting

Touch Free

Less talk, more send me the Financials when they're ready
Monthy Balance Sheet, Income Statement (P&L), Statement of Cash Flows, and Equity Rollforward
$199.99Monthly cost when paid annually

Includes:

  • Phone support and support in-app and by email
  • Annual financials for tax preparer
  • Live access to your financial results
  • Expense coding up to 25 per month on average
Go this way
Business Basics

Business Basics

The Financials, delivered by an experienced professional dedicated to you, with their insights
Monthly Live Review of Results, Detailed Commentary, Monthy Balance Sheet, Income Statement (P&L), Statement of Cash Flows, and Equity Rollforward
$599.99Monthly cost when paid annually

Includes:

  • Phone support and support in-app and by email
  • Annual financials for tax preparer
  • Live access to your financial results
  • Expense coding up to 25 per month on average
Go this way

Custom Menu

Pick and choose
For organizations outgrowing the Business Basics, or for specialized services. Use the Pricing Menu below.

Includes:

  • Phone support and support in-app and by email
  • Live access to your financial results
  • Bookkeeping services
  • Income Tax Filings
  • Sales Tax Filings
  • Property Tax Filings
  • Internal Audit
  • Financial Analysis
  • Customer Collections
  • Account Clean Up
Get this plan

Set up a live meeting to get started click here

Taxes

Personal and Business taxes, including income taxes, sales taxes, property taxes and others.
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Bookkeeping

From sales invoices to expenses, transactions recorded accurately and timely manner.
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Financial Reporting

Income Statements (P&Ls), Balance Sheets, Statements of Cash Flows, and financial statement disclosures.
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FP&A

Financial Planning & Analysis. Creating budgets and forecasts, comparing to actual results and understanding the variances.
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Business Intelligence

Making sense from large amounts of data. Using data visualization tools like Power BI to drive profit.
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Process Design

New process design, process improvement, SOX documentation, SOX testing.
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What we do

Creating long-term value with reliable and affordable services. Our main goal is your growth!

Shane

Customer Value Leader

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Your expertise and proactive approach have kept us compliant with taxes while making it easy. We couldn’t be more satisfied with the service and highly recommend you to any business seeking reliable tax assistance.

Sweat Inc

The bookkeeping service saves us time and monthly financial statements help us monitor the business. This was particularly helpful after we opened a second store. The books are one less thing to worry about.

Travis Bohlender, Owner Hand and Stone

Outsourcing our bookkeeping was a great decision. Our bookkeeper retired and we decided to outsource. We have received great service and saved money compared to hiring internally. Highly recommend!

internal audit

Identify Risks and Test for Problems