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Plans for every kind of business

Buy now and get Live Assisted Bookkeeping FREE for 30 hours*

Monthly
Yearly

Kickstart

75

$

Monthly

Features

Reconciling Bank / Credit Card Transactions

Reconciling Bank / Credit Card Accounts

Recording Customer Invoices

Applying Customers Payments

Recording Vendor Bills

Applying Bill Payment

Reviewing the Financial Statements

Generating Financial Reports

Tie to tax (Books with Tax Return)

Foundation

100

$

Monthly

Subscribe

Features

Reconciling Bank / Credit Card Transactions

Reconciling Bank / Credit Card Accounts

Recording Customer Invoices

Applying Customers Payments

Recording Vendor Bills

Applying Bill Payment

Reviewing the Financial Statements

Generating Financial Reports

Tie to tax (Books with Tax Return)

Recording of Payroll Entries

Payroll Processing

Filing of Payroll Returns

Reconciling Payroll Reports with Books

Accounts Receivable Analysis

Accounts Payable Analysis

Premium

150

$

Monthly

Subscribe

Features

Reconciling Bank / Credit Card Transactions

Reconciling Bank / Credit Card Accounts

Recording Customer Invoices

Applying Customers Payments

Recording Vendor Bills

Applying Bill Payment

Reviewing the Financial Statements

Generating Financial Reports

Tie to tax (Books with Tax Return)

Recording of Payroll Entries

Payroll Processing

Filing of Payroll Returns

Reconciling Payroll Reports with Books

Accounts Receivable Analysis

Accounts Payable Analysis

Preparing Sales Tax /Use Tax / GST Returns

Handling Sales Tax/Use Tax/ GST Filings

Recording and Maintaining Expense Accruals

Recording and Maintaining Prepaid Expenses

Unearned and Accrued Revenue

Loan Adjustment

Any Other Month-End Adjustments

Reconciling Revenue With POS

Reconciling Revenue With Merchants

Elite Plus

200

$

Monthly

Subscribe

Features

Reconciling Bank / Credit Card Transactions

Reconciling Bank / Credit Card Accounts

Recording Customer Invoices

Applying Customers Payments

Recording Vendor Bills

Applying Bill Payment

Reviewing the Financial Statements

Generating Financial Reports

Tie to tax (Books with Tax Return)

Recording of Payroll Entries

Payroll Processing

Filing of Payroll Returns

Reconciling Payroll Reports with Books

Accounts Receivable Analysis

Accounts Payable Analysis

Preparing Sales Tax /Use Tax / GST Returns

Handling Sales Tax/Use Tax/ GST Filings

Recording and Maintaining Expense Accruals

Recording and Maintaining Prepaid Expenses

Unearned and Accrued Revenue

Loan Adjustment

Any Other Month-End Adjustments

Reconciling Revenue With POS

Reconciling Revenue With Merchants

Data Scrubbing for 1099

Kickstart

50

$

$75

Monthly

Subscribe

Features

Reconciling Bank / Credit Card Transactions

Reconciling Bank / Credit Card Accounts

Recording Customer Invoices

Applying Customers Payments

Recording Vendor Bills

Applying Bill Payment

Reviewing the Financial Statements

Generating Financial Reports

Tie to tax (Books with Tax Return)

Foundation

75

$

$100

Monthly

Subscribe

Features

Reconciling Bank / Credit Card Transactions

Reconciling Bank / Credit Card Accounts

Recording Customer Invoices

Applying Customers Payments

Recording Vendor Bills

Applying Bill Payment

Reviewing the Financial Statements

Generating Financial Reports

Tie to tax (Books with Tax Return)

Recording of Payroll Entries

Payroll Processing

Filing of Payroll Returns

Reconciling Payroll Reports with Books

Accounts Receivable Analysis

Accounts Payable Analysis

Premium

125

$

$150

Monthly

Subscribe

Features

Reconciling Bank / Credit Card Transactions

Reconciling Bank / Credit Card Accounts

Recording Customer Invoices

Applying Customers Payments

Recording Vendor Bills

Applying Bill Payment

Reviewing the Financial Statements

Generating Financial Reports

Tie to tax (Books with Tax Return)

Recording of Payroll Entries

Payroll Processing

Filing of Payroll Returns

Reconciling Payroll Reports with Books

Accounts Receivable Analysis

Accounts Payable Analysis

Preparing Sales Tax /Use Tax / GST Returns

Handling Sales Tax/Use Tax/ GST Filings

Recording and Maintaining Expense Accruals

Recording and Maintaining Prepaid Expenses

Unearned and Accrued Revenue

Loan Adjustment

Any Other Month-End Adjustments

Reconciling Revenue With POS

Reconciling Revenue With Merchants

Elite Plus

175

$

$200

Monthly

Subscribe

Features

Reconciling Bank / Credit Card Transactions

Reconciling Bank / Credit Card Accounts

Recording Customer Invoices

Applying Customers Payments

Recording Vendor Bills

Applying Bill Payment

Reviewing the Financial Statements

Generating Financial Reports

Tie to tax (Books with Tax Return)

Recording of Payroll Entries

Payroll Processing

Filing of Payroll Returns

Reconciling Payroll Reports with Books

Accounts Receivable Analysis

Accounts Payable Analysis

Preparing Sales Tax /Use Tax / GST Returns

Handling Sales Tax/Use Tax/ GST Filings

Recording and Maintaining Expense Accruals

Recording and Maintaining Prepaid Expenses

Unearned and Accrued Revenue

Loan Adjustment

Any Other Month-End Adjustments

Reconciling Revenue With POS

Reconciling Revenue With Merchants

Data Scrubbing for 1099

Scalable Accounting Solutions

Flexible full-time and part-time options to meet your business needs.

Bookkeeping Plans

Keep your finances organized and stress-free with expert bookkeeping.

Bookkeeping Plans

Stay on top of your financial records with precise, reliable bookkeeping. Available in Part-Time (10hr/week) at $300/month and Full-Time (40hr/week) at $1200/month.

Buy Now

Month-End Closing / Financial Review

Ensure error-free books with a seamless month-end close.

Month-End Closing / Financial Review

Get accurate reconciliations and financial reviews each month. Choose Part-Time (10hr/week) at $350/month or Full-Time (40hr/week) at $1400/month.

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Financial Reporting & Analysis

Unlock business insights with expert financial analysis.

Financial Reporting & Analysis

Get detailed financial reports and performance insights. Available in Part-Time (10hr/week) at $400/month and Full-Time (40hr/week) at $1600/month.

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Bookkeeping Plans

Keep your finances organized and stress-free with expert bookkeeping.

Bookkeeping Plans

Stay on top of your financial records with precise, reliable bookkeeping. Available in Part-Time (10hr/week) at $300/month and Full-Time (40hr/week) at $1200/month.

Buy Now

Month-End Closing / Financial Review

Ensure error-free books with a seamless month-end close.

Month-End Closing / Financial Review

Get accurate reconciliations and financial reviews each month. Choose Part-Time (10hr/week) at $350/month or Full-Time (40hr/week) at $1400/month.

Buy Now

Financial Reporting & Analysis

Unlock business insights with expert financial analysis.

Financial Reporting & Analysis

Get detailed financial reports and performance insights. Available in Part-Time (10hr/week) at $400/month and Full-Time (40hr/week) at $1600/month.

Buy Now

Fractional / True Controllership

Gain financial control without a full-time commitment.

Fractional / True Controllership

Optimize cash flow, manage budgets, and ensure compliance. Choose Part-Time (10hr/week) at $450/month or Full-Time (40hr/week) at $1800/month.

Buy Now

Fractional / True Controllership

Gain financial control without a full-time commitment.

Fractional / True Controllership

Optimize cash flow, manage budgets, and ensure compliance. Choose Part-Time (10hr/week) at $450/month or Full-Time (40hr/week) at $1800/month.

Buy Now

Fractional / True CFO

Strategic financial leadership to scale your business.

Fractional / True CFO

Get CFO-level expertise for profitability, funding, and growth. Available in Part-Time (10hr/week) at $500/month and Full-Time (40hr/week) at $2000/month.

Buy Now

Fractional / True CFO

Strategic financial leadership to scale your business.

Fractional / True CFO

Get CFO-level expertise for profitability, funding, and growth. Available in Part-Time (10hr/week) at $500/month and Full-Time (40hr/week) at $2000/month.

Buy Now

Need a Custom Plan?

Don’t see a plan that fits your needs? We understand that every business is unique, and so are its accounting requirements. That’s why we offer custom plans tailored specifically to your needs. Whether you need specialized bookkeeping, payroll services, tax preparation, or comprehensive financial management, our team of experts will work with you to design a plan that meets your exact specifications.

Contact us today to discuss your requirements and get a personalized solution that helps your business thrive.

Get Your Custom Plan

Pricing & Plans FAQS

White Label Bookkeeping FAQs

Outsourced Bookkeeping FAQs​

Getting Started

Reconciling Bank / Credit Card Transactions

Ensure Accuracy in Your Financial Records

  • Match transactions: Regularly compare your bank/credit card transactions with your records to ensure they align.
  • Resolve discrepancies: Identify any mismatches or errors and correct them promptly.
  • Maintain accuracy: Keep your financial records up-to-date for accurate financial reporting.

Reconciling Bank / Credit Card Accounts

Stay on Top of Your Accounts

  • Match transactions: Regularly compare your bank/credit card transactions with your records to ensure they align.
  • Resolve discrepancies: Identify any mismatches or errors and correct them promptly.
  • Maintain accuracy: Keep your financial records up-to-date for accurate financial reporting.

Recording Customer Invoices

Efficient Invoicing for Your Business

  • Create invoices: Generate accurate invoices for your customers based on the goods or services provided.
  • Track invoices: Monitor outstanding invoices and follow up on unpaid ones.
  • Timely collection: Ensure prompt payment collection to maintain cash flow.

Applying Customers Payments

Streamline Your Payment Process

  • Apply payments: Accurately apply received payments to the correct customer accounts.
  • Update records: Keep payment records current to reflect all transactions.
  • Reduce errors: Minimize errors in your accounts receivable by ensuring payments are correctly recorded.

Recording Vendor Bills

Keep Track of Your Expenses

  • Record bills: Enter vendor bills into your accounting system promptly.
  • Categorize expenses: Classify bills correctly for accurate expense tracking.
  • Timely payments: Ensure that all vendor bills are paid on time to maintain good relationships.

Applying Bill Payment

Manage Your Payables Efficiently

  • Apply payments: Correctly apply payments to vendor accounts.
  • Update records: Regularly update payment records to reflect transactions.
  • Avoid late fees: Ensure timely payments to avoid late charges and maintain vendor goodwill.

Reviewing the Financial Statements

Gain Insights into Your Business Performance

  • Income statements: Regularly review income statements to understand revenue and expenses.
  • Balance sheets: Analyze balance sheets to assess your financial position.
  • Identify trends: Use insights to identify trends and make informed business decisions.

Generating Financial Reports

Stay Informed with Detailed Reports

  • Comprehensive reports: Generate detailed financial reports that cover all aspects of your business finances.
  • Financial health: Gain insights into your company's financial health.
  • Strategic planning: Use reports to inform strategic business decisions and planning.

Tie to Tax (Books with Tax Return)

Ensure Compliance and Accuracy

  • Align books: Ensure that your financial records align with tax return requirements.
  • Accurate documentation: Prepare accurate documentation for tax purposes.
  • Simplify filing: Streamline the tax filing process by having accurate and compliant records.

Recording of Payroll Entries

Accurate Payroll Recording

  • Enter payroll data: Record all payroll entries in your accounting system accurately.
  • Compliance: Ensure all payroll entries comply with relevant regulations.
  • Maintain records: Keep accurate and up-to-date payroll records for all employees.

Payroll Processing

Efficient Payroll Management

  • Process payroll: Calculate and process employee wages, deductions, and taxes accurately.
  • Timely payments: Ensure employees are paid on time.
  • Compliance: Adhere to payroll laws and regulations.

Filing of Payroll Returns

Stay Compliant with Payroll Regulations

  • Prepare returns: Accurately prepare payroll tax returns.
  • Timely submission: Ensure payroll tax returns are submitted to tax authorities on time.
  • Avoid penalties: Stay compliant to avoid fines and penalties.

Reconciling Payroll Reports with Books

Accurate Payroll Accounting

  • Reconcile reports: Ensure payroll reports match the records in your accounting books.
  • Correct discrepancies: Identify and fix any inconsistencies between payroll reports and books.
  • Accurate records: Maintain accurate and reliable payroll and financial records.

Accounts Receivable Analysis

Optimize Your Cash Flow

  • Analyze AR: Examine accounts receivable for patterns and potential issues.
  • Improve collections: Enhance processes to improve the collection of outstanding receivables.
  • Cash flow management: Ensure effective management of cash flow by analyzing AR.

Accounts Payable Analysis

Effective Payables Management

  • Expense control: Control expenses by analyzing and managing accounts payable.
  • Vendor relationships: Maintain good relationships with vendors by managing payables effectively.
  • Analyze AP: Review accounts payable to understand spending patterns and issues.

Preparing Sales Tax / Use Tax / GST Returns

Accurate Tax Preparation

  • Prepare returns: Accurately prepare sales tax, use tax, and GST returns.
  • Compliance: Ensure all tax returns comply with relevant regulations.
  • Timely filing: Submit tax returns on time to avoid penalties.

Handling Sales Tax/Use Tax/GST Filings

Ensure Tax Compliance

  • File returns: Accurately file sales tax, use tax, and GST returns.
  • Compliance: Stay compliant with all tax filing requirements.
  • Avoid penalties: Ensure timely filing to avoid penalties and fines.

Recording and Maintaining Expense Accruals

Accurate Expense Management

  • Record accruals: Accurately record expense accruals in your accounting system.
  • Maintain records: Keep up-to-date records of all accrued expenses.
  • Financial accuracy: Ensure your financial statements accurately reflect all expenses.

Recording and Maintaining Prepaid Expenses

Effective Expense Tracking

  • Record prepaid expenses: Enter and track prepaid expenses accurately.
  • Expense allocation: Allocate prepaid expenses correctly over their useful life.
  • Accurate reporting: Ensure financial statements reflect the true cost of expenses.

Unearned and Accrued Revenue

Manage Revenue Recognition

  • Record revenue: Accurately record unearned and accrued revenue.
  • Revenue recognition: Ensure revenue is recognized in the correct accounting periods.
  • Accurate financials: Maintain accurate financial statements by properly managing revenue.

Loan Adjustment

Keep Loan Records Accurate

  • Adjust loan entries: Make necessary adjustments to loan entries in your books.
  • Update balances: Ensure loan balances are accurately reflected in financial records.
  • Financial accuracy: Maintain accurate records of all loan-related transactions.

Any Other Month-End Adjustments

Ensure Accurate Monthly Closing

  • Record adjustments: Make necessary month-end adjustments to ensure accurate financial records.
  • Reconcile accounts: Ensure all accounts are reconciled at month-end.
  • Financial integrity: Maintain the integrity of your financial statements.

Reconciling Revenue With POS

Accurate Revenue Tracking

  • Match POS records: Reconcile revenue records with POS (Point of Sale) data.
  • Identify discrepancies: Find and correct any mismatches between POS and revenue records.
  • Accurate reporting: Ensure accurate reporting of revenue.

Reconciling Revenue With Merchants

Ensure Accurate Merchant Transactions

  • Match merchant records: Reconcile revenue records with merchant transaction data.
  • Resolve discrepancies: Identify and correct any inconsistencies.
  • Reliable records: Maintain accurate records of all merchant transactions.

Data Scrubbing for 1099

Prepare for Accurate 1099 Filing

  • Clean data: Scrub data to ensure it is accurate and complete for 1099 filings.
  • Identify errors: Find and correct any inaccuracies in the data.
  • Compliance: Ensure compliance with 1099 filing requirements.