Accounting
Scalable financial support to get you to that next level.
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Managed Accounting We offer businesses accounting services provided by a dedicated team of accountants.
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Our plans.
Choose the best Managed Accounting option for your growing business:
Basic
$395
/mo
Ideal for businesses with 1-100 monthly transactions and 1-3 bank accounts.
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Includes: Cash basis accounting
Daily revenue, and expense categorization
Real time bank reconciliation, and credit card reconciliation
Multiple users
Receipt storage, and document storage
Financial reports on demand
Communication by video, text, email, phone Essential
$595
/mo
Ideal for businesses with 101-200 monthly transactions, 4-6 bank accounts, and project accounting for 2 projects.
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Everything in Basic, plus:
Accounting services from a dedicated team
Project accounting
Customer invoicing, and invoicing scheduling
Schedule payments
Customize access by role
Customize chart of accounts
Professional
$795
/mo
Ideal for businesses with 201-300 monthly transactions, 7-9 bank accounts, and project accounting for 3-4 projects.
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Everything in Essential, plus:
Accrual basis accounting
Cash flow statement
Budgeting and budget-to-actual reconciliation
Premium
$895
/mo
Ideal for businesses with >300 monthly transactions, >9 bank accounts, and project accounting for 5-6 projects.
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Everything in Professional, plus: Financial analysis reporting
Quarterly consultation
Elite
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If you have special needs, let us craft a customized plan for your business.
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Everything in Premium, plus::
Inventory tracking
Custom reporting
Consolidated reporting
Quarterly reconciliation with investment manager
Investment tracking for partnerships
Trust tracking
Private foundation required distribution
Charity support schedule
Annual business planning review Additional services are also available, including:
Payroll services
Business licensing
Sales and Use Tax
Business & Individual Tax Returns
1099 Filing
R&D Tax Credit Analysis & Reporting
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