no two businesses are exactly alike…
which is why we offer 3 different tiers of service geared towards brand new businesses as well as varying levels of established businesses.
Tier 1 - Beginner Business
Set up your business the rightway and stressfree from the beginning.
your business
In business for 2 years or less
Expenses lower than $10k/month
1 checking, 1 credit card account
Annual sales/revenue of $200k or less
No contractors
No employees
Services WE provide
Transaction sorting and coding
Bank reconciliations
Digital receipt organization and filing
Financial report generation
Interaction with CPA
You’ve just started your business within the last 2 years and you need to find a new way to manage your finances. You’ve got expenses that you need to track and you’re getting more and more paid clients each month. You need a way to organize everything before things become out of control and your tax accountant comes asking for financial reports.
**Packages starting at just $212/month
Tier 2 - Launched Business
Hand bookkeeping tasks off to us so you can get more time back in your schedule to focus on your business.
your business
In business for 2 - 5 years
Expenses $10k - $75k/month
Up to 4 bank accounts
Annual sales/revenue of $200k - $1M
1 - 20 Contractors
1 - 5 employees
Services WE provide
Transaction sorting and coding
Bank reconciliations
Digital receipt organization and filing
Financial report generation
Interaction with CPA
AP mgmt: Contractor billpay, 1099 tracking and filing
AR mgmt: Client invoicing, payments and collections
Payroll
If you’re in the Launched Business teir, you’ve got some experience and know what you’re doing at this point when it comes to running your business. However things have gotten a little more complicated. You’ve got 3 or 4 bank accounts with expenses that need to be track and you’ve got clients that need to be billed and followed up with but you don’t have time to do all of that. On top of that, you’re running payroll for a few employees and need to make sure that is all happening seemlessly. Your tax accountant wants to see financial reports but you’re also curious about how much your business is profiting each month.
**Packages starting at just $467/month
Tier 3 - Established Business
Run your business like a professional with professional help.
your business
In business for 5 or more years
Expenses $75k - $250k/month or more
1+ checking, 4+ credit card accounts
Annual sales/revenue of more than $1M
21+ Contractors
5+ employees
Services WE provide
Transaction sorting and coding
Bank reconciliations
Digital receipt organization and filing
Financial report generation
Interaction with CPA
AP mgmt: Contractor billpay, 1099 tracking and filing
AR mgmt: Client invoicing, payments and collections
Payroll
Additional 1 on 1 time with your lead bookkeeper
Workers comp and general liability insurance audit handling
Cashflow tracking, budgeting and projecting
Big picture analysis of monthly reports
If you’re in the Established Business teir, you’ve been running a successful business for a few years now. Congratulations! But what is missing? Perhaps you’re looking for some cashflow and budgeting help. Or maybe you’re looking for some advance financial report aalysis. Also in your established business you’re not dealing with business insurance and audits which are not usually fun to deal with if you’ve got your hands full doing other tasks. You might just want some extra 1 on 1 time with your bookkeeper at this point so you can trust that you’ve got your finger on the pulse of your business.
**Packages starting at just $722/month