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 that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet based on your bank and credit card activity
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email
Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.
Custom plans can include:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
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 advisory customers