Starter
For freelancers & early-stage owners
Billed monthly · no contract
- Monthly bookkeeping
- Bank & card reconciliation
- Monthly P&L and balance sheet
- Annual tax filing (1 return)
- Email support
- Payroll processing
- Dedicated advisor
Business
For growing teams & SMBs
Billed monthly · no contract
- Everything in Starter
- Payroll for up to 15 employees
- Quarterly tax planning & filing
- Dedicated accountant
- Cash-flow forecasting
- Quarterly review meetings
- Priority phone & email support
Enterprise
For scaling & complex businesses
Tailored to your needs
- Everything in Business
- Unlimited payroll
- Fractional CFO services
- Audit & assurance support
- Financial modeling & board reporting
- Multi-entity & consolidations
- Dedicated advisory team
All plans include secure cloud access, deadline tracking, and a 30-day satisfaction guarantee.
Frequently asked questions
Everything you need to know before getting started. Still curious? Just reach out.
Can I switch plans later?
Absolutely. You can upgrade or downgrade at any time — changes take effect on your next billing cycle, and we'll help you transition smoothly.
Are there any setup or hidden fees?
No. Your monthly price is exactly what you pay. For businesses with significant cleanup needs, we'll quote any one-time catch-up work transparently before starting.
Which accounting software do you use?
We work primarily with QuickBooks Online and Xero. If you already use one, we'll work within it; if you're starting fresh, we'll set you up on the best fit for your business.
Is my financial data secure?
Yes. We use bank-level encryption, secure cloud platforms, and strict access controls. Your data is never shared without your explicit permission.
What if I need a service that's not in my plan?
No problem. You can add individual services à la carte, or move up to a plan that includes them. Your dedicated accountant will recommend the most cost-effective option.
Still weighing your options?
Book a free consultation and we'll recommend the right plan for your business — no pressure, no obligation.