Packages

Limited Spots Remaining

We work with a limited number of clients to provide the best in class service they expect.  Get started with your package now before we reach capacity.

Hands-On

Start strong ensuring your business is organized, compliant, and ready to grow.
👉🏻 5 Spots Left

AutoPilot

Popular
Hand off your accounting with meaningful insights and financial support.
👉🏻 3 Spots Left

Captain

Master your financial strategy, offering top-tier management and expert guidance for thriving businesses.
👉🏻 2 Spots Left
Running
Customer Portal
Dedicated Accountant
Comprehensive Bookkeeping
Monthly
Bi-Weekly
Weekly
Basis
Cash
Accrual
Accrual
Closing Period
30 Days
20 Days
10 Days
Monthly BS and PL
Bill Tracking and Payments
1099 Filings
Cash Collections
Payroll Services
Multi Entity
Monitoring
Year End Financial Package
Financial Analysis
Monthly
On-Demand
Monthly Action Points
Audit / Review Support
Growing
CFO Meetings and Support
Annual
Quarterly
On-Demand
Management Reporting & KPIs
Forecasting and Budgeting
Industry Benchmarking
Communication
Bookkeeping Support
Unlimited
Unlimited
Unlimited
Response Time
3 Business Days
1 Business Day
Same Day
Technology
Quickbooks Online
Bills, Payroll, Financials
Reporting and Forecasting

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history