Forget about old-fashioned cookie-cutter bookkeeping plans. Your business is unique — build the plan you need in less than 10 minutes!
"They manage the accounting and bookkeeping for multiple businesses I own and have always been amazing to work with. They are like family, are trustworthy and are always able to advise me as to what is best for my business and personal accounting. I highly recommend them!"
Budgeting & forecasting is offered at hourly rates starting $165/hour.
When it comes to forecasting and budgeting, you're in the driver's seat. We will work with you to build your ideal budget and forecasting models. This will keep you on track to hit your short- and long-term goals.
App advisory is offered at hourly rates starting at $165/hour.
Every business uses a multitude of modern tools to get their work done. Most business owners, however, leave a lot on the table when it comes to these applications.
Our accounting team has worked with hundreds of small businesses to understand their financial operations. Along the way, we have learned what applications work best for various needs.
App advisory will leave you with an efficient and intentional panel of applications interacting with each other to make every work day easier.
Process improvement is offered at hourly rates starting at $165/hour.
From automation of invoicing and vendor payments to improved reporting procedures, there's often a lot of opportunities for improvement. Our team will examine the processes that support your financial operations and provide recommendations that will make your life easier.
Once we help implement these changes, you'll have more time to focus on actually operating your business.
Accounting diagnostics are offered at variable rates depending on how many accounts you have on your trial balance. Rates start at $250.
There's nothing wrong with managing your own books. As a matter of fact, we recommend it to many new small business owners. If you've been managing your own books, you are probably wondering if you're doing it right. That's where we can help.
These diagnostic check-ins with our accounting team will teach you best practices for doing your own bookkeeping. We will also answer any specific questions you have and point you in the right direction if we see potential areas of improvement.
App integration is offered at hourly rates at $85/hour.
Implementing software into your financial operations isn't always easy. By working with our team, you can be sure that all software is integrated effectively and as quickly as possible.
Payroll support is offered at hourly rates at $85/hour.
Our accounting team will teach you to feel comfortable running your business' payroll. This includes onboarding and dismissing employees, ongoing payroll requirements and general best practices.
Retroactive bookkeeping is offered at hourly rates starting $165/hour.
Retroactive bookkeeping is helpful if you have been running your business without thinking about accounting. Starting from scratch, our team will reconstruct your financial records based on the financial information you DO have — like your bank and credit card statements.
When all is said and done, you'll have a clear picture of your financial situation.
Bookkeeping cleanup is offered at hourly rates starting at $165/hour.
Managing your own books while running your own business is a lot to handle. If you've been managing your own books and they've become messy, we're here to help.
Our accounting team will clean up your financial records to provide clean reports and statements. That way, you know exactly where your business stands.
Payroll management is offered at a monthly base rate of $150 plus an additional $15 per employee or contractor.
Don't need a full bookkeeping plan? That's alright, you can at least cross payroll off your to-do list. Using Gusto, we will run payroll on your behalf and make sure all associated tax forms are handled as necessary.
Premium reporting service is powered by Fathom. Premium reports are visualizations of your financial health based on your books and additional KPIs that have been programmed into the system. This analysis helps you make better financial decisions for your business.
Monthly sales tax: $100/return per state Quarterly sales tax: $175/return per state
Sales tax filings may be required on a state-by-state basis depending on your business operations and local laws. If you're not sure if you should be paying sales tax, our team can help you remain compliant.
Sales tax services are offered for both monthly and quarterly sales tax filing requirements.
Don't let the boring stuff hold you back.
Spend more time on the parts of your business that you love.
"Everyone is professional and knowledgeable. They are one team that works well together. They really get to know you and figure out your needs and expectations. We are happy to have them as part of our team."
For bookkeeping plans, payment is automatically collected from your bank account or credit card on the first day of the service period and is applied to that period of service.
Payroll-related services are billed on the first of each month.
All hourly services are invoiced after the service is provided.
There is an onboarding fee due at the start of service to account for the additional work to integrate financial systems, understand your current accounting structure, and develop processes for ongoing services.
The fee varies based on the factors included in your plan such as current accounting systems, processes, and volume.
Every business has unique needs and every business owner has a different plan for how to move forward. The most common ways we assist with bookkeeping are:
1. Hourly training with our accounting team. You can learn to do basic bookkeeping yourself. This is great for fresh startups who want an economical solution to bookkeeping. As things get more busy and complex, you'll want to outsource more of your bookkeeping.
2. Regular monthly bookkeeping. This is the full-service answer that provides instant relief to your accounting woes. Our team reconciles all transactions and reports to you with a summary of financial data & information. We are essentially an extension of your business.
The best solution for you depends on your situation.
The time spent working on your books varies based on your volume. The primary factors that we use to guide our pricing are the number of financial accounts, the monthly transaction volume and desired reconciliation frequency. Then, add-ons like payroll, sales tax and premium reports are added on as needed.
We pride ourselves on transparent pricing. It shouldn't be a hassle just to understand how much a service can cost. You can use the pricing calculator above to determine an estimated price range for your custom bookkeeping plan.
We never want to give you a price that we can't honor. By giving you a price range, we set a baseline so you can understand approximately how much it may cost. Then, once we dive deeper, we will ask you questions to better understand your business and how you operate. This will allow us to give you a final quote on a plan custom-built for your business.
If you've received your estimated range and want to know more specifically, schedule a free meeting with a member of the team!
Don't see your question here?
Schedule a free introductory call with a member of the team or read more about accounting in the Learning Center.
