A comprehensive, full-service solution designed to handle both business and individual financial needs with accuracy, compliance, and strategic oversight.
Best for: Startups and growing businesses that need books to make operational decisions. Get the detail and reporting your partners, lenders, and investors demand.
Everything in Starter, plus:
US-based bookkeeper who handles, explains, and reviews your books
Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
Custom chart of accounts
Reports on the 10th business day
Support from your dedicated team in-app, email, and over the phone
A comprehensive CFO solution that combines expert financial management, strategic planning, and ongoing advisory to help your business grow profitably and sustainably.
Dedicated CFO & Financial Advisory
Access to a dedicated CFO who provides strategic guidance, financial oversight, and actionable insights to drive your business forward.
Full-Service Bookkeeping
Complete monthly bookkeeping, account reconciliation, and financial record management to keep your books accurate and up to date.
Cash Flow Management & Forecasting
Detailed cash flow analysis and forecasting to help you make confident decisions and maintain strong liquidity.
Budgeting & KPI Reporting
Customized budgets and KPI dashboards that track performance and keep your business aligned with goals.
Tax Planning & Compliance
Year-round tax planning and compliance to minimize liabilities, maximize deductions, and ensure peace of mind.
Payroll & Sales Tax Management
Full payroll processing, sales tax filing, and compliance management across all applicable jurisdictions.
Financial Strategy & Growth Planning
Strategic financial planning, scenario modeling, and growth strategies tailored to your business goals.
Unlimited Support & Priority Access
Unlimited communication via email and scheduled calls with priority response for all financial matters.
A comprehensive, full-service solution designed to handle both business and individual financial needs with accuracy, compliance, and strategic oversight.
Federal & State Tax Preparation
Complete preparation and filing of both business and individual tax returns, ensuring full compliance and optimized outcomes.
Monthly Bookkeeping
Ongoing tracking, organization, and reconciliation of financial records to maintain accurate and up-to-date books.
Quarterly Tax Management
Preparation, review, and filing of quarterly tax returns
IRS & State Notice Handling
Full-service support in responding to IRS and state notices, including issue resolution and communication on your behalf.
Tax Relief & Resolution Services
Assistance with resolving tax issues, negotiating payment plans, and reducing penalties where possible.
Strategic tax planning designed to legally minimize your tax liability, increase savings, and position you for long-term financial success.
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