Plans Designed to Grow With You
Transparent pricing. Scalable plans. Expert support tailored to every stage of your business.
Bookkeeping & Accounting
Stay on top of your business with reporting and expert oversight.
- ✔️ Foundational support for daily financial tracking
- ✔️ Dashboard access for performance overviews
- ✔️ Monthly transaction summaries
- ✔️ Entry-level invoice and bill management
- ✔️ Software setup and light integrations
Ideal for startups and solopreneurs needing essential visibility.
Tax Advisory
Plan smarter with reporting tools and expert insight.
- ✔️ Advanced reporting capabilities
- ✔️ Strategic guidance for tax readiness
- ✔️ Moderate volume transaction support
- ✔️ Expanded invoice and billing thresholds
- ✔️ Regular insights on financial health
Perfect for small businesses preparing for sustainable growth.
CPA
Support for long-term growth and operational consistency.
- ✔️ Pro-level accounting support with internal controls
- ✔️ Weekly reconciliations & custom schedules
- ✔️ Audit readiness & compliance support
- ✔️ Business health evaluations & reporting
- ✔️ Integrated tools for expanding operations
Built for businesses ready to grow and require financial accuracy.
CFO
Full-scale CFO support for large, complex operations.
- ✔️ Enterprise-level financial oversight
- ✔️ Deep dive into forecasts and cash flow modeling
- ✔️ Strategic leadership for fundraising and exits
- ✔️ Scalable systems and process design
- ✔️ High-volume financial and HR integration
Enterprise-grade insights tailored for scale, leadership, and vision.
Detailed Feature Comparison
Explore exactly what’s included in each plan—from bookkeeping to financial planning—so you can choose the right support for your business stage.
Bookkeeping & Accounting
Feature | Bookkeeping & Accounting | Tax Advisory | CPA | CFO |
|---|---|---|---|---|
Bookkeeping & accounting software subscription | ✔️ | ✔️ | ✔️ | ✔️ |
Create customized reporting dashboard to track KPI’s | ✔️ | ✔️ | ✔️ | ✔️ |
Streamline merchant transactions (Paypal, Stripe, Square) and integrate into accounting system | Up to 2 Merchant Accounts | Up to 3 Merchant Accounts | Up to 4 Merchant Accounts | Up to 6 Merchant Accounts |
Record transactions, manage receipts and documents, and complete monthly account reconciliations | Up to 100 Transactions & 3 Financial Accounts
Monthly | Up to 250 Transactions & 4 Financial Accounts
Monthly | Up to 300 Transactions & 4 Financial Accounts
Weekly | Up to 400 Transactions & 6 Financial Accounts
Weekly |
Manage accounting schedules (depreciation, accruals, prepaids, leases, intangibles) | Up to 3 schedules | Up to 5 schedules | Up to 5 schedules | Up to 10 schedules |
Generate Monthly 3-Way Financial Statements (P&L, Balance Sheet, Cash Flows) | ✔️ | ✔️ | ✔️ | ✔️ |
Manage accounts receivables and collections | Up to 30 invoices per month | Up to 50 invoices per month | Up to 50 invoices per month | Up to 150 invoices per month |
Manage accounts payables | Up to 30 bills per month | Up to 50 bills per month | Up to 50 bills per month | Up to 150 bills per month |
Financial Improvement and Audit Readiness
Feature | Bookkeeping & Accounting | Tax Advisory | CPA | CFO |
|---|---|---|---|---|
Manage internal controls, workflows, and policies and procedures over financial reporting | – | – | ✔️ | ✔️ |
Financial audit support | – | – | ✔️ | ✔️ |
Prepare financial statement disclosures | – | – | ✔️ | ✔️ |
Financial Management & Compliance
Feature | Bookkeeping & Accounting | Tax Advisory | CPA | CFO |
|---|---|---|---|---|
Develop and report financial KPI’s | Up to 3 | Up to 3 | Up to 5 | Up to 10 |
Budgeting, forecasting and cash flow management with quarterly reviews | Select 1
Quarterly | Select 2 Monthly | Select 2 Monthly | All 3 Monthly |
Manage financial and entity compliance | ✔️ | ✔️ | ✔️ | ✔️ |
Financial Risk Management | – | – | ✔️ | ✔️ |
Financial Planning & Equity Management
Feature | Bookkeeping & Accounting | Tax Advisory | CPA | CFO |
|---|---|---|---|---|
Complimentary insurance planning | ✔️ | ✔️ | ✔️ | ✔️ |
Consolidated financial reporting | – | – | ✔️ | ✔️ |
Monthly financial review and clarity meeting | 1 | 1 | 1 | 2 |
Develop an nnual financial plan with monthly and quarterly reviews | – | – | – | ✔️ |
Acquisitions/Exits, Mergers & Acquisitions | – | – | – | ✔️ |
Fundraising, Equity and Debt Management | – | – | – | ✔️ |
Annual industry economic report | – | – | – | ✔️ |
Payroll & HR Management
Feature | Bookkeeping & Accounting | Tax Advisory | CPA | CFO |
|---|---|---|---|---|
Certified HR Experts | ✔️ | ✔️ | ✔️ | ✔️ |
Next-day Payroll processing direct deposit and tax withholding | Up to 5 Employees | Up to 10 Employees | Up to 10 Employees | Up to 25 Employees |
Quarterly and annual income tax filing and payment (1099, W2, 941) | ✔️ | ✔️ | ✔️ | ✔️ |
Employee payroll portal with time and attendance tracking | ✔️ | ✔️ | ✔️ | ✔️ |
Employee Benefits (retirement, insurance, health) | ✔️ | ✔️ | ✔️ | ✔️ |
Hiring, onboarding, off-boarding, talent management | ✔️ | ✔️ | ✔️ | ✔️ |
HR guidance, insights, and reporting | ✔️ | ✔️ | ✔️ | ✔️ |
Tax Preparation & Advisory
Feature | Bookkeeping & Accounting | Tax Advisory | CPA | CFO |
|---|---|---|---|---|
Annual and quarterly tax preparation and filing for state, local, and federal | 25% Discount | ✔️ | 25% Discount | ✔️ |
Annual tax planning, implementation, and reviews | 25% Discount | ✔️ | 25% Discount | ✔️ |
Tax Resolution | 25% Discount | 50% Discount | 25% Discount | ✔️ |
Tax Strategy Review | 25% Discount | Quarterly | 25% Discount | Quarterly |
Complimentary tax savings analysis | Annually | Tax Plan Included | Annually | Tax Plan Included |