Simple, predictable pricing built for service firms
Choose a plan that fits your firm’s stage, with clear monthly pricing that covers bookkeeping, tax, and advisory as your needs grow.
No hourly billing
No surprise fees
Essentials
Perfect for small businesses with basic accounting needs.
- Daily bookkeeping
- Monthly close
- Standard reporting
- Payroll sync
- Clean compliance
- Same-day visibility
Growth
Ideal for growing businesses that need more comprehensive service.
- Everything in Essentials
- Cash flow forecasting
- AP/AR oversight
- Department / project reporting
- Monthly financial reviews
- Industry expert guided insights
Enterprise
Complete financial management for established businesses with complex needs.
- Everything in Growth
- Multi-entity consolidation
- Audit-ready controls
- CFO-level guidance
- Industry-specific compliance
- Dedicated lead industry expert
Detailed plan comparison
| Features | Essentials | Growth | Enterprise | |
|---|---|---|---|---|
| Detailed plan comparison | ||||
| Bookkeeping & Reconciliation | Monthly | Monthly | Weekly | |
| Financial Statements | Basic | Comprehensive | Custom | |
| AI Transaction Categorization | ||||
| Tax-Ready Financials | ||||
| Reporting & analytics | ||||
| Dashboard Access | Basic | Advanced | Enterprise | |
| Industry-Specific Reporting | Custom | |||
| Cash Flow Forecasting | Basic | Advanced | ||
| KPI Tracking | Standard | Custom | ||
| Support & advisory | ||||
| Accountant Reviews | Quarterly | Monthly | Weekly | |
| Strategic Advisory | Quarterly | Monthly | ||
| Dedicated Accountant | Senior + Team | |||
| Support Access | Email & Phone | 24/7 Priority | ||
| Integrations | ||||
| Software Integrations | Basic | Standard | Custom | |
| Custom Workflow | ||||
| API Access | Limited | Full | ||
| Monthly Price | $499 | $999 | $2499 | |
| Get Started | Get Started | Get Started | ||
All plans include AI-powered bookkeeping, transaction categorization, basic financial statements, and tax-ready financials. The main differences are in the frequency of service, level of reporting, and access to advisory services.
No, there are no hidden setup fees. Your monthly subscription covers all services outlined in your plan. For Enterprise clients with complex needs, there might be one-time costs for custom integrations.
Yes, we offer a 10% discount for clients who choose to pay annually instead of monthly. This option is available for all service plans.
Yes, you can upgrade or downgrade your plan at any time. Changes will take effect on your next billing cycle. Our team will help ensure a smooth transition between service levels.
We offer custom pricing for businesses with unique requirements. Contact our team to discuss your specific needs, and we'll create a tailored solution for your business.
We specialize in Legal & Professional Services, Healthcare Practices, and Nonprofit Organizations. Our industry-specific expertise ensures compliance with regulations and optimized financial practices for these sectors.