Customized plans designed to fit your business needs
Indications for Developer: Be able to change Plans: Monthly to Annually
Monthly
Annually
Essentials
$200 /month
(billed annually)
Limited Promotion: A year of QuickBooks Online 
“Simple Start” Plan for free with a one-year commitment! Save $420.00! Enjoy easy income and expense tracking and invoicing—all in one place!
- Perfect for start-ups and small businesses looking to be tax-ready and compliant without extra services!
- Limited to 80 bank or credit card transactions per month
- Limited to 3 Bank or credit card accounts
What’s included:
- Dedicated Bookkeeper
- Bank and credit card transactions are recorded and updated on a weekly basis Bank and credit card statements are reconciled on a monthly basis.
- Monthly P&L and balance sheet based on bank and credit card transactions
- Quarterly Estimated tax payments review
- Yearly Corporate Compliance review
- Year-end tax package for your tax preparer
- Email support from our expert accounting team
Core
$599 /month
(billed annually)
Limited Promotion: A year of QuickBooks Online “Essentials” Plan for free with a one-year commitment! Save $780.00!
- For businesses that rely on financial insights to drive operational decisions. Get financial reports that meet the expectations of partners, lenders, and investors.
- Limited to 200 bank or credit card transactions per month
- Limited to 6 Bank or credit card accounts
What’s included:
- Everything in Essentials plus:
- Dedicated accountant
- Bank and credit card transactions are recorded and updated on twice a week.
- Unusual and suspicious bank or credit card activity reported as bank and credit card activity is recorded.
- Cash or Accrual based Quarterly financial statements (P&L, Balance Sheet and Cash flow) reconciled and enriched with data from all financial tools
- Faster monthly close with reports delivered by the 12th business day of the next month.
- Sales tax returns are prepared and paid for one location
- Review of Payroll quarterly tax returns
- Quarterly Estimated tax payments
- 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:
- Dedicated accountant
- Recording income, expenses and all financial activities into accounting software
- Accounts Payable – Purchases Orders, Receiving, Vendor invoice review, payment processing and vendor statement reconciliation
- Accounts Receivable – Sales Orders, Shipping, Invoicing, receiving payments, collections and accounts receivable reconciliations
- Monthly bank and credit card statements reconciliation
- Running payroll software service, review of payroll tax payments, and ensuring compliance for employees and contractors
- Income tax filings and tax planning
- Quarterly or Yearly GAAP Financial Statements with financial notes ready for CPA compilation, review or audit
- 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
Starter
Starts at
$650 /yr
Best for small businesses and Start-ups spending less than $400k/year with simple ownership structure.
What’s included:
- Free tax extension
- Federal corporate income tax filing
- State corporate income tax filing
- Up to 5 1099–NEC filings
Essentials
Starts at
$1,750 /yr
Best for Startups and C corps with no foreign subsidiaries.
What’s included:
- Free tax extension
- Federal corporate income tax filing
- State corporate income tax filing
- Delaware Franchise tax filing
- Up to 15 1099–NEC filings
- Support from your dedicated team over email all year-round.
Standard
Starts at
$2,750 /yr
Best for businesses of any entity type.
What’s included:
- Free tax extension
- Federal corporate income tax filing
- State corporate income tax filing
- Delaware Franchise tax filing
- Up to 25 1099–NEC filings
- Support from your dedicated team over email all year-round.
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.