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Plans built for small business

Fixed Monthly Pricing 

starting at

Essential Ops
Bookkeeping for those who just need the essentials.
Transaction entry
Bank statement reconciliations
Monthly financial reporting
Accounting Ops
Comprehensive accounting operations for a modern companies.
Everything in Essential Ops
Vendor bill management
Credit card expense management
Transaction import from sales channels
Job costing
Strategic Ops
Complete accounting and cash flow management with advanced reporting and management support.
Everything in Accounting Ops
Cash flow management
Personalized lending assistance
Banking relationship management
Advanced reporting and dashboards
Operating budgets & financial forecasting
Growth planning

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.



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.


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).