Essential
$199/month
For small businesses and self-employed professionals.
- Monthly bookkeeping
- Bank reconciliation
- Basic transaction categorization
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Email support
Pricing
Monthly Accounting Plans
Subscription accounting scaled to your transaction volume, entities and reporting needs.
Professional
$399/month
Everything in Essential plus:
- Accounts payable support
- Accounts receivable support
- Credit card reconciliations
- Loan reconciliations
- Month-end closing
- Detailed financial reporting
- Monthly accounting review
Business Plus
$599/month
For businesses requiring more comprehensive accounting.
Everything in Professional plus:
- Advanced monthly accounting
- Property or project accounting
- Loan and refinancing accounting support
- Cash flow reporting
- Budget and variance reporting
- Management reports
- Priority accounting support
Executive
$999/month
Designed for companies with multiple entities, properties, projects or complex accounting operations.
Everything in Business Plus plus:
- Multi-entity accounting support
- Advanced month-end closing
- Intercompany transaction support
- Advanced Balance Sheet reconciliations
- Property and portfolio-level reporting
- Advanced loan and refinancing accounting
- Budget preparation and forecasting
- Cash flow analysis
- Management reporting package
- Financial performance review
- Priority communication
- Year-end accounting preparation and tax coordination
Pricing Disclaimer
Monthly plans are based on transaction volume, number of bank and credit card accounts, number of entities, properties, projects and overall accounting complexity. Final pricing and scope of services are confirmed after an initial review.
Tax return preparation is not included in monthly accounting plans unless specifically included in a separate service agreement.
Need a Custom Solution?
Complex operations deserve a tailored scope
Multiple entities, properties or projects? We'll review your accounting environment and build a scope and price that fits.