Find Your Perfect Bookkeeping Plan
Your financial success is our business. We offer a full suite of services designed to bring clarity, control, and lasting value to your company.
This package is perfect for startups, freelancers, and very small businesses with straightforward cash basis financials. This package focuses on core compliance to ensure the client’s books are accurate.
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Transaction Recording and Categorization
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Bank and Credit Card Reconciliation
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Essential Financial Statements
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Dedicated Financial Expert
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Standard Support
The Growth plan is for more complex financials that demand proactive management and analysis. These services are tailored for established small businesses that need more sophisticated support to maintain healthy cash flow and prepare for strategic growth.
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Chart of Accounts
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Transaction Recording and Categorization
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Monthly Reconciliation
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Accounts Payable Management
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Accounts Receivable Management
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Financial Reporting
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Dedicated Financial Expert
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Priority Support
The Business Pro plan is designed for established small businesses that need more comprehensive reporting, a higher volume of activities, and an expanded range of services.
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Chart of Accounts
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Transaction Recording and Categorization
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Monthly Reconciliation
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Accounts Payable Management
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Accounts Receivable Management
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Fixed Asset Management
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Financial Reporting
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Cash Flow Forecasting and Budgeting
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Budget Vs. Actuals Reports
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Key Performance Indicator (KPI) tracking
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Dedicated Financial Expert
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Priority Support
Find Your Perfect Payroll Plan
Your financial success is our business. We offer a full suite of services designed to bring clarity, control, and lasting value to your company.
This Essential level plan is designed for small businesses with a limited number of employees and basic payroll needs. It provides the essential features required to run payroll efficiently and stay compliant.
Ideal for: Businesses with 1–10 employees who need a simple, cost-effective way to pay staff and file all mandatory payroll taxes for one state.
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Payroll Processing
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Direct Deposit
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Payroll Tax Filings
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New Hire Reporting
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Payroll Reports
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Priority Support
This is a popular option for growing businesses that have outgrown basic services and require additional features and more more integrated payroll management.
Ideal for: Businesses with 11–49 employees, multiple job classifications, and multiple state payroll.
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Everything in the Basic plan, plus
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Multi-State Payroll
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Payroll Tax Compliance
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Advanced Deduction & Garnishment Management
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Integrated Time Tracking
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Paid Time Off (PTO) Management
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Employee Self-Service Portal
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Comprehensive Reporting
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Priority Support
Comprehensive plan for larger businesses with complex payroll and HR demands that need an all-in-one, integrated solution.
Ideal for: Established businesses with 50+ employees, multiple locations, and advanced HR, compliance, and integration needs.
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Everything in the Standard plan, plus
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Advanced HR software
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Advanced Reports & Analytics
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Compliance Management
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Dedicated Account Manager
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Full-Service Implementation
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Priority Support

