Three tiers. One goal: a foundation you can build on.
Every engagement is priced individually based on your transaction volume and complexity — not a flat rate. Schedule a consultation and we’ll recommend the right tier and quote your fee directly. All plans require a 12-month minimum commitment; sign an 18-month or longer agreement and receive a discount on your first three months of service.
Basic
Stay Compliant
- Bookkeeping & payroll
- Standard monthly reporting
- Up to 10 key accounts reconciled
- Reports by the 15th Business day
Advanced
Plan Ahead
- Everything in Basic
- Full balance sheet reconciliation
- Cash flow forecasting & budgeting
- Reports by the 10th Business day
Premium
Manage Complexity
- Everything in Advanced
- Equity & cap table management
- Month-over-month flux analysis
- Reports by the 5th Business day
| Basic | Advanced | Premium | |
| Onboarding | |||
| Chart of accounts setup | Included | Included | Included |
| Beginning balances confirmation | Up to 10 key accounts | All accounts | All accounts |
| Cap table setup | — | — | Included |
| Monthly Accounting | |||
| Transaction recording | Included | Included | Included |
| Bill pay and vendor management | Included | Included | Included |
| Customer invoicing and collections | Included | Included | Included |
| Payroll processing | Included | Included | Included |
| Sales taxes | Add-on | Included | Included |
| Month-End Close & Reporting | |||
| Reporting package | Standard | Standard + KPIs | Fully customized |
| Reconciliations | Up to 10 key accounts | All balance sheet accounts | All accounts |
| Forecasting & budgeting | — | Included | Included |
| Flux analysis | — | — | Included |
| Equity management | Add-On | Add-On | Included |
| Legal counsel liaisons | 6 per year | 12 per year | 24 per year |
| Month-end reports delivered by | 15th business day | 10th business day | 5th business day |
EVERY TIER INCLUDES
- Dedicated communication channel in the tool of your choice (Slack, Teams, etc.)
- Shared Google Drive with access to all work papers
- “Audit-ready” documentation and support
ADD-ONS: Available to add-on at any tier
- Sales tax compliance oversight
- Additional legal counsel liaisons, discounted if purchased in bundles of 5
- Tax preparer liaison beyond annual filings
- Equity management
- Cash flow forecasting and budgeting
- Reporting package customization
- System implementations
CONSULTING
Not ready for full-time help? Let’s talk hours.
Not every startup needs — or can support — a full ongoing engagement right away. If you need a few hours of expert guidance to work through a specific issue, sanity-check your numbers, or get ready for a raise, we offer consulting on an hourly basis.