Plans and fees

Pick a plan.The fee stays fixed.

Every plan is one fixed fee, with a named CPA on your account. No hourly clock and no surprise invoices. Pay by the month, or by the year and keep two months.

Monthly
Annual 2 months free

Books

$ 290 /mo
  • Monthly close and reconciliations
  • P&L and balance sheet by the 5th
  • A named CPA on your account
  • Quarterly tax estimates
  • Annual return, CPA-signed
  • Payroll runs and filings
  • Monthly review and cash forecast
Start with Books
Most chosen

Books + Tax

$ 490 /mo
  • Monthly close and reconciliations
  • P&L and balance sheet by the 5th
  • A named CPA on your account
  • Quarterly tax estimates
  • Annual return, CPA-signed
  • Payroll runs and filings
  • Monthly review and cash forecast
Start with Books + Tax

CFO desk

$ 990 /mo
  • Monthly close and reconciliations
  • P&L and balance sheet by the 5th
  • A named CPA on your account
  • Quarterly tax estimates
  • Annual return, CPA-signed
  • Payroll runs and filings
  • Monthly review and cash forecast
Start with CFO desk

What each plan covers

Books

  • Bank and card reconciliations, every month
  • Every transaction categorised, with receipts matched
  • Profit and loss and a balance sheet by the 5th
  • Bills to pay and invoices owed, tracked
  • A year-end package for your tax preparer

Books + Tax, everything above and

  • Quarterly estimated tax, calculated and reminded
  • Federal and state business returns, CPA-signed
  • Sales tax filings in the states where you collect
  • 1099s for your contractors each January
  • IRS and state notices answered for you

CFO desk, everything above and

  • Payroll runs, filings and year-end W-2s
  • A 30-minute review call every month
  • A 13-week cash forecast, updated monthly
  • Budget against actuals, line by line
  • Lender and investor requests, answered with you