Full Service Bookkeeping
We deliver monthly financial reports that offer insight into your company’s financial health and enable you to make informed decisions.
Customized Support
Communicate directly with your team through our user-friendly portal. Ask questions and provide feedback on any outstanding items needed to finalize your books every month.
Time Back In Your Pocket
Stop spending hours reconciling transactions, chasing receipts, and fixing bookkeeping mistakes. Let our experts handle the heavy lifting so you can focus on running and growing your business.
Best for: Small businesses done with DIY bookkeeping. AI handles your monthly books so you're ready for tax time and the IRS.
What's included:
AI Bookkeeping that categorizes transactions and reconciles accounts in real time
Cash-basis P&L and balance sheet that pulls data from your bank and credit cards
Standard chart of accounts
Automatic alerts when something looks off
Reports on the 20th business day each month
Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
No transaction limits
Year-end package for your tax preparer
Support through in-app messaging only
Best for: Startups and growing businesses that need books to make operational decisions. Get the detail and reporting your partners, lenders, and investors demand.
What's included:
Dedicated US-based bookkeeper who handles, explains, and reviews your books
Cash or accrual P&L and balance sheet that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
Custom chart of accounts built for you
Automatic alerts when something looks off
Reports on the 10th business day each month
Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
No transaction limits
Year-end package for your tax preparer
Direct support from your dedicated team in-app, via email, and over the phone
Best for: Startups and small businesses that need a complete back-office solution. Build a customized plan with exactly what your business requires: bookkeeping, accounts receivable, accounts payable, and more.
Everything in Core, plus add any of these:
Keep your existing QuickBooks account and historical data
Income tax filings and tax planning
Support for complex business structures
Custom workflows and reporting
Reports on the 6th business day each month
Full accounts receivable - we chase down customer payments
Full accounts payable - we handle vendor payments and keep relationships smooth
Payroll administration
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO customers