Bookkeeping, Accounting, Payroll, and HR Services
Flat monthly pricing for small businesses anywhere in the U.S. Bookkeeping from $499, accounting from $899, and payroll or HR from $499. Bundle and save.
Bookkeeping and accounting. No surprises.
Choose the level of support your business needs. Each plan has a one time setup fee of $299.
Bookkeeping
Accurate, up to date books without hiring a full time bookkeeper.
Includes up to $49,000 in monthly processed funds.
Best for: small businesses that need clean records and monthly reports.
What’s included
- Monthly bookkeeping
- Income and expense categorization
- Bank and credit card reconciliations
- Accounts review
- Monthly profit and loss statement
- Monthly balance sheet
- Cash flow summary
- Email support
Accounting
Your books plus the accounting work that turns numbers into decisions.
Includes up to $49,000 in monthly processed funds.
Best for: growing businesses that want insight, a clean month end close, and tax ready books.
Everything in Bookkeeping, plus
- Accrual basis accounting and adjusting journal entries
- Formal month end close
- Financial statement review with plain language notes
- Budget vs. actual reporting
- Quarterly review call with your accountant
- Year end close and tax ready package for your CPA
- Coordination with your CPA or tax preparer
- Phone and email support
Finance add-ons
Available with Bookkeeping or Accounting.
Accounting add-ons
Available with the Accounting plan.
Bookkeeping vs. accounting: which do you need?
Bookkeeping records what happened. Accounting explains what it means and gets you ready for tax time.
| Feature | Bookkeeping | Accounting |
|---|---|---|
| Recording and categorizing income and expenses | Included | Included |
| Bank and credit card reconciliations | Included | Included |
| Monthly profit and loss, balance sheet, and cash flow summary | Included | Included |
| Accrual basis accounting and adjusting journal entries | Not included | Included |
| Formal month end close | Not included | Included |
| Financial statement review with plain language notes | Not included | Included |
| Budget vs. actual reporting | Not included | Included |
| Quarterly review call | Not included | Included |
| Year end close and tax ready package for your CPA | Not included | Included |
| Support | Phone and email | |
| Monthly price | $499 | $899 |
Choose Bookkeeping if
- You mainly need clean, accurate records
- Your CPA already handles year end adjustments
- You want monthly reports at the lowest cost
Choose Accounting if
- You want to understand your numbers, not just see them
- You need accrual books, a month end close, or budget tracking
- You want tax ready books handed to your CPA
Payroll and HR, handled
Pay your team on time and keep your HR paperwork in order. Each service has a one time setup fee of $299.
Payroll Management
On time payroll with taxes, deposits, and reporting fully handled.
Up to 10 employees included. $40/mo for each additional employee.
What’s included
- Payroll processing
- Direct deposit
- Payroll tax calculations
- Employee earnings statements
- New employee payroll setup
- PTO tracking
- Payroll reporting
- Year end payroll reporting support
Popular add-ons
Human Resources
Practical HR guidance and paperwork that keeps your team supported.
Up to 20 employees included. $20/mo for each additional employee.
What’s included
- HR guidance and support
- Employee onboarding
- Employee offboarding
- Personnel file management
- HR compliance assistance
- PTO tracking guidance
- Standard HR documents
- General HR support
Popular add-ons
Combine services for bigger savings
Bookkeeping or Accounting counts as your finance service. Discounts apply to recurring monthly fees.
Good to know
One time setup fee
$299 per service for Bookkeeping or Accounting, Payroll, and HR. It covers onboarding your accounts and setting everything up correctly. Upgrading from Bookkeeping to Accounting has no extra setup fee.
Fair usage on finance plans
Bookkeeping and Accounting include up to $49,000 in monthly processed funds. Above that, we charge 1 percent of the monthly processed funds over the included amount.
Need more?
Complex projects, custom reporting, and CFO level services are available for an additional fee. Tax return filing is handled by your CPA.
Back office questions, answered
What is the difference between bookkeeping and accounting?
Bookkeeping keeps an accurate record of every transaction and produces your monthly reports. Accounting builds on that record. It adds adjusting entries, a formal month end close, a review of what your numbers mean, budget vs. actual reporting, and a tax ready year end package for your CPA.
Can I start with bookkeeping and upgrade to accounting later?
Yes. Many clients start with Bookkeeping and move to Accounting as they grow. When you upgrade, you pay the difference in the monthly fee and there is no second setup fee.
Do you file my business taxes?
Our Accounting plan prepares a tax ready package and works with your CPA or tax preparer, who files your return. Tax filing is not included in either plan.
How do bundle discounts work?
Bookkeeping or Accounting counts as your finance service. Add Payroll or HR and save 5 percent on your monthly fees. Choose a finance service, Payroll, and HR together and save 10 percent. Discounts apply to recurring monthly fees, not to setup fees or add-ons.
What does the $299 setup fee cover?
Onboarding your accounts, connecting bank and payroll data, and setting everything up correctly so month one runs smoothly. It is charged once per service.
What if my business processes more than $49,000 a month?
Bookkeeping and Accounting include up to $49,000 in monthly processed funds. Above that we charge 1 percent of the monthly processed funds over the included amount.
Ready to hand off the back office?
Tell us what you need, whether that is bookkeeping, accounting, payroll, HR, or all of it, and we will put together a quote that fits your business.