Customized plans designed to fit your business needs
Indications for Developer: Be able to change Plans: Monthly to Annually
Monthly
Annually
Essentials
$199 /month
(billed annually)
For businesses needing clean, accurate books without extra services. Stay tax-ready and compliant with streamlined bookkeeping.
What’s included:
- Real-time financial visibility
- Monthly P&L and balance sheet based on bank and credit card transactions
- Year-end tax package for your tax preparer
- Email support from our expert accounting team
Core
$599 /month
(billed annually)
For businesses that rely on financial insights to drive operational decisions. Get detailed reports that meet the expectations of partners, lenders, and investors.
What’s included:
- Real-time financial visibility
- Monthly P&L and balance sheet enriched with data from all financial tools
- Faster monthly close with reports delivered by the 10th business day
- Year-end tax package for your tax preparer
- Dedicated accounting team available via chat, email, and scheduled calls
Custom
Tailored to Your Business Needs
For businesses seeking a complete back-office solution. Get customized financial support with only the services you need.
Custom plans can include:
- Everything in Essentials or Core
- Income tax filings and tax planning
- Payroll administration & vendor payments
- Sales tax management & stock administration
- R&D tax credit assistance
- CFO advisory, financial planning & fundraising support
What’s Included in Every Tax Plan
- Federal corporate income tax filing
- State corporate income tax filing
- Delaware Franchise Tax filing
- Complimentary tax extension filing
Essentials
Starts at
$2,450 /yr
For unprofitable C corps with no foreign subsidiaries
Standard
Starts at
$5,400 /yr
For profitable C corps, LLCs, S corps, or businesses with foreign subsidiaries
Additional Services
1099–NEC filings
1099-NEC on-time filing preparation
Additional city income tax filing
Additional state income tax filings
Foreign subsidiaries 5471
Foreign shareholder return 5472
Foreign financial accounts
Tax consulting services
10 included, then $5/filing
$125 / hour
$500 / city
$500 / state
$500 / state
$500 / shareholder
$500 / FBAR
Starts at $400 / hour
25 included, then $5/filing
$125 / hour
$700 / city
$900 / state
$2,500 / subsidiary
$500 / shareholder
$500 / FBAR
Starts at $400 / hour
Basic
Your CFO analyzes business performance and extracts key insights
$1,750 /month
Essential
Your CFO initiates strategic projects and becomes a catalyst for growth
$3,150 /month
Custom
Your CFO becomes deeply integrated with your team to lead data-driven strategies
$5,250 /month
Every Plan’s Budget & Forecast Model Includes:
- Fully customized financial model, featuring Profit & Loss, Balance Sheet, and Cash Flow projections
- Budget vs. actuals tracking for financial accuracy
- Headcount & compensation planning for workforce management
- Scenario planning with base case, bear case, and bull case analyses
- Industry-specific KPI dashboard for data-driven decision-making
Don’t see a plan that fits your needs? Contact us, and we’ll create a customized solution tailored specifically for your business.
What Sets Us Apart
There’s a reason we’re the leading experts in startup and small business accounting—we set the standard for excellence in financial management.
We combine expert financial professionals with a cutting-edge technology team, delivering seamless integrations with the tools you already use—so you can manage your finances effortlessly.
Trusted by thousands of businesses, we’ve helped startups and growing companies navigate financial complexities. Our deep industry knowledge ensures you get the strategic support needed for long-term success.
Whether you’re a small startup or a large enterprise, our solutions evolve with you. We provide flexible financial support, ensuring you have everything you need—now and in the future.
Additional Services
Stock Administration
For C corps who are issuing equity through Carta
$399 /hr
Prepaid annually. Additional hours beyond the base subscription billed at $450/hr.
Get the peace of mind that comes with a team exclusively dedicated to Stock Administration. We’ll keep your cap table accurate and up-to-date so that you can confidently make important, timely decisions.
R&D Tax Credit
For companies that incurred R&D expenses in the US
20%
We charge 20% of your
total credit received.
Save up to $500,000* per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.