Plans built for small business
Fixed Monthly Pricing
starting at
All Service Plans Include
Accounting Tech Stack
A comprehensive accounting tech stack that scales as you grow. Platform subscriptions are included in every plan.
SBA 7(a) Loan Assist
Assistance with applying for SBA loans, term loans, and lines of credit on the Smartbiz platform. We help you choose the right loan product and size, and navigate the application process.
Support for Existing Advisors
We work seamlessly with your existing insurance brokers, financial advisors, and CPAs.
Data Backup
All accounting data is backed using Rewind to ensure your critical accounting data is never at risk of being lost.
Weekly transaction entry
Your books will be brought current each week allowing you to operate with timely financial data.
Unlimited email support
If you have a question or need, just send us an email. We're here to help.
Add-Ons
Payroll
Payroll that improves how you take care of your employees.
Sales & Use Tax
Automatic filing to give you peace of mind.
1099 Preparation
Comprehensive preparation and filing of 1099-NEC forms.
Bookkeeping Catch Up
Historical catch-up of your books to get your accounting records current.
Bookkeeping Clean Up
Clean up messy or neglected books and get accurate financial records.
CFO Advisory
Advisory meetings with a CFO to support you and your team.
FAQ
What size business do you typically work with?
We typically work with businesses that have $500k - $5M in annual revenue.
What industries do you work with?
We typically work with professional service businesses. This includes engineers, architects, marketing agencies, IT consultants, business management consultants, and government contractors.
Can I cancel your services at any time?
Service is month-to-month and can be canceled with a 30-day notice.
Do you charge an Implementation Fee?
Yes. We charge an Implementation Fee which includes your account setup and any historical cleanup work required. This fee is usually 1 - 2 times the monthly fee.
What are the payment terms?
Payment is due on the first day of the month for each month of service via ACH transfer.
Are you a CPA firm? Can you do my taxes?
No, we are not a CPA firm. We do not provide tax or audit services. We specialize in bookkeeping, payroll, and financial management advisory.
What if I need accounting cleanup?
Most new clients need some amount of cleanup work. We will provide any required cleanup work during the implementation process.
Do I have to use your accounting software?
Yes. We have a core technology stack that all clients must utilize. We handle implementation and staff training during the onboarding process.
What are my responsibilities during onboarding?
- Provide access to existing accounting database.
- Provide access to relevant staff members.
- Provide access to bank, credit card, and loan statements and data feeds.
- Provide access to payroll reports and data feeds.
- Provide timely responses to requests for information.
- Be able to attend periodic virtual meetings.
What are my responsibilities each month?
- Submit and approve expense reports by the first Friday of every month.
- Approve bills by the first Friday of every month.
- Provide access to relevant staff members.
- Provide timely responses to requests for information.
- Be able to attend monthly virtual meeting(s).