Get your free month of bookkeeping, valued at $349.
Call NowExperience life as a business owner minus the stress of bookkeeping.
Essentials
Best for those looking for peace of mind and accurate financials done by professional bookkeepers.
Up to 75 Transactions
2 Accounts
Cash Basis
Weekly P&L (Profit and Loss) statements
Reconciled books, available 24/7
Real-time financials: P&L, Balance Sheet, and Cash Flow statements
Unlimited app and bank integrations
Team of bookkeeping experts, available 7 days a week
Cash or accrual method
Real-time transaction categorization
Invoices for wholesale and retail
Bills issuance and reconciliation
Sales tax liability tracking
Up to 5 custom insights per month, such as:
Cost-saving opportunities and areas of waste
Recommendations for improving profitability
Analyzing sales trends and product performance
Premium
Most Popular
Best for those looking for an all-in-one bookkeeping, tax advisory and income tax filing service.
Up to 175 transactions
3 Accounts
Cash Basis
Full fractional CFO services
Custom business plan creation
Inventory management for e-commerce and wholesale
Three-way sales reconciliation
Income tax deduction optimization
Cash flow management and projections
Profitability analysis and reporting
Financial health check-ups and strategic guidance
Customized financial reports and dashboards
Dedicated CFO-level support and advisory
Quarterly financial review and planning session
Assistance with financial goal setting and budgeting
Guidance on pricing strategies and cost optimization
Collaboration with sales team for forecasting and growth planning
Plus
Need something more custom?
We specialize in you and your business so we’re confident we can come up with a bespoke plan for you. Whether you are hiring your first employee or preparing for acquisition, we have the team to enable your success.