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 just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.
What's included:
Cash-basis bookkeeping using data from your bank and credit cards
Standard chart of accounts
Year-end package for your tax preparer
Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
Support through in-app messaging
Best for: Startups and growing businesses that need books to make operational decisions. Get the detail and reporting your partners, lenders, and investors demand.
Everything in Essentials, plus:
US-based bookkeeper who handles, explains, and reviews your books
Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
Custom chart of accounts
Reports on the 10th business day
Support from your dedicated team in-app, email, and over the phone
Best for: Growing companies that need a customized plan for the back-office.
Everything in Core, plus any of these:
Keep your existing QuickBooks account and historical data
Support for complex business structures
Custom workflows and reporting
Reports on the 6th business day
Full accounts receivable
Full accounts payable
Payroll administration
CFO advisory, financial planning, and fundraising support. Connect with your dedicated CFO in-app, by email, phone, or Slack