Just a few of the companies we’ve Supported over the years
Simple, transparent pricing plans for
Bookkeeping, Tax, CFO, Company Formation and Trademark Registration Services
Essentials
$
199 /per month
Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.
What's included:
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet based on your bank and credit card activity
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email
Core
$
599 /per month
Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.
What's included:
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Custom
Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.
Custom plans can include:
Custom plans can include:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers
Basic
$
1,750 /per month
Your CFO analyzes business performance and extracts key insights
Essential
$
3,150 /per month
Your CFO initiates strategic projects and becomes a catalyst for growth
Custom
$
5,250 /per month
Your CFO becomes deeply integrated with your team to lead data-driven strategies
Starter
$
750 /per year
For small businesses in their first year spending less than $500k/year.
What's included:
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Essentials
$
2,450 /per year
Best for startups and unprofitable C corps with no foreign subsidiaries.L
What's included:
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Up to 10 1099–NEC filings
Support from your dedicated team over email all year-round.
Standard
5,400
/per year
Best for growing or profitable businesses of any entity type.
What's included:
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Up to 25 1099–NEC filings
Support from your dedicated team over email all year-round.
Essentials
$
199 /per month
Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.
What's included:
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet based on your bank and credit card activity
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email
Core
$
599 /per month
Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.
What's included:
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Custom
Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.
Custom plans can include:
Custom plans can include:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers
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