We provide ongoing bookkeeping and accounting services designed to keep your financial records accurate, organized, and tax-ready. Our approach combines professional oversight with AI-enhanced systems to improve efficiency, reduce errors, and provide clear financial insight.
We offer comprehensive support for core financial functions, ensuring your bookkeeping and payroll processes remain organized, reliable, and aligned with regulatory requirements.
Best for: Small businesses, entrepreneurs, and growing companies
| Features | Smart (Basic) | Smarter (Standard) | Smartest (Premium) | CFO Plan (Executive) |
|---|---|---|---|---|
|
Monthly Price |
$350 / mo |
$650 / mo |
$1,250 / mo |
$2,500 / mo |
|
Best For |
Startups & new businesses |
Established small businesses & nonprofits |
Growing businesses & real estate firms |
Mid-size to large or rapidly growing businesses |
|
Monthly Transactions |
Up to 50 |
Up to 150 |
Unlimited |
Unlimited |
|
Bookkeeping Services |
✔ |
✔ |
✔ |
✔ |
|
Financial Reports |
Basic (P&L, Balance Sheet) |
Comprehensive |
Custom & detailed |
Executive-level |
|
QuickBooks Setup & Integration |
✔ |
✔ |
✔ |
✔ |
|
Tax Planning & Estimates |
— |
Quarterly |
✔ |
✔ |
|
Payroll Management |
— |
Up to 20 employees |
✔ |
✔ |
|
Audit Support |
— |
— |
✔ |
✔ |
|
Business Formation & Strategy |
— |
— |
✔ |
✔ |
|
Dedicated Account Manager |
— |
— |
✔ |
✔ |
|
Consultation Calls |
— |
Monthly (1 hr) |
Weekly |
Ongoing executive access |
|
Budgeting & Forecasting |
— |
— |
— |
✔ |
|
Cash Flow Management |
— |
— |
— |
✔ |
|
Financial Goal Setting |
— |
— |
— |
✔ |
Pricing may vary based on business complexity and service needs. All services are reviewed and guided by experienced professionals. AI technology is used to enhance efficiency and insights — not replace professional judgment.
