Priced on transaction volume and complexity, quoted before you start, and reviewed once a year. Every plan includes a named CPA.
For early-stage teams with a single entity and straightforward books.
For funded startups and established agencies that need real reporting cuts.
For multi-entity groups, nonprofits with grant reporting, and audit cycles.
No. Your financial data is never used to train third party models, and it is never shared across clients.
That is what review is for. Low confidence and material items are held for your CPA before anything posts, and every entry keeps a full audit trail.
No. We work in QuickBooks or Xero, so your books stay portable and your tax preparer sees what they expect.
We prepare the year-end package for your tax preparer, and we can handle filing on the Controller plan or as an add-on.
It depends on how many months are behind and how bad the starting point is. We quote it as a fixed fee after looking at your file, before you sign anything.
Month to month after onboarding. If you leave, you take clean books with you.
Bring your volume and your entity structure. We will price it on the spot.
Book a demoAutomated accounting, closed daily, signed by a licensed CPA before anything posts to your ledger.