Streamline Your Financial Operations with Expert Bookkeeping & Accounting
Your Back Office, Perfected - for small businesses
that want more than just the basics.
Providing businesses with a full suite of accounting and back office services, we focus on helping you build a tax-efficient, compliant foundation, so you can focus on scaling.
Choose the right plan for your business below:
Basic
For companies in need of basic accounting & back office support. Monthly bookkeeping to keep you compliant.
from $550 per month
-
Cash or accrual basis
Monthly close & report drop by the 20th business day:
Get a ping on Slack when your books are closed & find them in your QBO or Xero.Year-end package for tax prep (if not doing taxes with us)
Slack & email support with a lightning fast response, guaranteed
Real-time QBO/Xero access:
Your data, 24/7.
Base tier covers up to $20k in monthly expenses & 3 bank/cc feeds
+$150/mo per extra $15k in expenses
+$25/mo for each additional bank/cc feed
Audit Aid included across all service tiers.
-
These additional services can be added to any package for an additional fee:
Annual Franchise Tax Prep & Filing
Monthly / Quarterly Sales Tax Prep & Filing
Personal Tax Return Prep & Filing
Personal Tax Advisory Services
Quarterly Tax Strategy / Planning Sessions
CFO-Level Advisory Services
Payroll Services
AP/AR Management
Standard
For companies in need of more comprehensive accounting & back office support. Detailed insights and reporting that help you make operational decisions.
from $950 per month
-
Everything in Basic
+ Faster monthly close by the 10th business day
+ Phone / virtual meeting support
+ Annual business income tax return prep & filing
Covers up to $20k in monthly expenses & 3 bank/cc feeds
+$150/mo per extra $15k in expenses
+$25/mo for each additional bank/cc feed
Audit Aid included across all service tiers.
-
These additional services can be added to any package for an additional fee:
Annual Franchise Tax Prep & Filing
Monthly / Quarterly Sales Tax Prep & Filing
Personal Tax Return Prep & Filing
Personal Tax Advisory Services
Quarterly Tax Strategy / Planning Sessions
CFO-Level Advisory Services
Payroll Services
AP/AR Management
Premium
For companies with complex situations in need of hands-on, deeply integrated accounting support + proactive advice.
from $2,500 per month
-
Everything in Standard
+ Integrated, in-depth financial management where our team acts as your fractional finance department
+ Quarterly tax strategy & planning sessions
+ Regular, proactive data & advice
Covers up to $20k in monthly expenses & 3 bank/cc feeds
+$150/mo per extra $15k in expenses
+$25/mo for each additional bank/cc feed
Audit Aid included across all service tiers.
-
These additional services can be added to any package for an additional fee:
Annual Franchise Tax Prep & Filing
Monthly / Quarterly Sales Tax Prep & Filing
Personal Tax Return Prep & Filing
Personal Tax Advisory Services
Monthly Tax Strategy / Planning Sessions
CFO-Level Advisory Services
Payroll Services
AP/AR Management
Want to work with us?
Here’s what we need from you.
✅ Live in QuickBooks Online or Xero
We only work with those programs. Still in QuickBooks Desktop? We can help you convert.
✅ Run payroll through Gusto (if interested in payroll engagement)
One platform keeps filings clean and our workflows fast. Already on Gusto? Great. Need a hand setting it up? We’ll do it.
✅ Read-only access to every bank & credit-card account
Read-only access allows us to move fast and operate behind-the-scenes. If your bank doesn’t offer read-only, you must drop the monthly PDF statements in Slack within three business days of their issue date - no chase-downs.
✅ Slack as the communication hub
Questions, approvals, docs - everything lives in one shared channel. No email scavenger hunts.
✅ A 12-month commitment to clean books
Good data compounds; drive-by bookkeeping doesn’t. Sign the engagement, get the clarity.
Meet those five requirements and we can take the grunt work off your plate - fast.
250+
Businesses served each year
$1,000,000+
Lifetime tax savings
1,300+
Returns prepared annually
Our Process
1.
Onboarding
Our onboarding process ensures we understand your unique needs and goals from the start.
2.
Personalized Plan
We develop a customized plan tailored to your specific financial situation, taking into account your unique goals & objectives.
3.
Proactive Communication
Regular updates, proactive communication, and a responsive staff keep you informed and in control.
4.
Ongoing Support
Throughout the year, our team will provide continuous support, managing your back office needs so you can focus on scaling your business. Our team is available via Slack to answer any questions you have and manage any changes in your financial situation as needed.