For
Solopreneurs
Starting at $200/month:
Cash Basis Accounting
Bank Feeds
Data Entry
Monthly Reconciliation
Review and Report
Secure Client Portal
Small
Businesses
Starting at $500/month
Cash or Accrual Basis Accounting
Bank Feeds
Data Entry with automations
Revenue Importing
Receipt Capturing
Bill Pay
Payroll
Document Retention
Custom Reporting
Ongoing Support
Secure Client Portal
Non Profit
Organizations
Starting at $800/month
Accrual Basis Accounting
Bank Feeds
Employee Reimbursements
Donation Recording
Third-party CRM Integrations
Audit Support
Board and Committee Reporting
990 Filings by CPA
Ongoing Support
Secure Client Portal
Not Ready To Commit
But Need Some Help?
$90/hour or a monthly retainer or $300 for 4 hours of support
Review/Repair
Guidance on how to approach a clean up project
Systems Design
Staff Training
For Solopreneurs
Whether you’re an independent contractor or a side gig master, we can help you streamline your financial flow, offer small business accounting training, professional networking and social media collaborations and help you stay on track with tax deadlines.
Small Businesses
We start with a quick audit of your general ledger and offer insights to potential problems and solutions on how to repair and move forward. If your books are clean, and you just need someone to take over, we can offer quick onboarding and takeover. We offer a secure portal where support requests can be made, secure documents uploaded and reports retrieved.
Non Profit Organizations
We typically save nonprofits 5% to 15% on their accounting line item budget by reducing accounting/admin labor hours and increasing efficiency with data integrations and automated entries. We offer a custom monthly scorecard for your board of directors, expense allocations, wage function allocations, 990 filing and HR and Legal support.
