Features Overview
Bookkeeping
Taking your books to the next level.
-
Includes:
Software Costs (Xero / QBO, Hubdoc, etc.)
Onboarding Support
Full accrual-based bookkeeping
Monthly Bookkeeping & Reconciliation
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Email support
Quarterly financial review call
Optional Add-ons:
Payroll Management
Fractional CFO Services
Budgeting, forecasting & cash flow management
Multi-entity & multi-location consolidation
Advanced KPI tracking & investor-ready reports
Monthly check-ins with your account manager
Suitable if:
Businesses needing customized bookkeeping, CFO insights, and in-depth financial support.
You want your accounts to be maintained by an Accountant
You have more than 50 transactions per month
You require a more Customized Plan
-
Includes:
Software Costs (Xero / QBO & Hubdoc)
Onboarding Support
Full accrual-based bookkeeping
Monthly Bookkeeping & Reconciliation
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Email support
Quarterly financial review call
Optional Add-ons:
Payroll Management
Fractional CFO Services
Suitable if:
Businesses with higher transaction volumes and custom reporting needs
You want your accounts to be maintained by an Accountant
You have less than 50 transactions per month
You operate in more than one currency
-
Includes:
Software Costs (Xero & Hubdoc)
Onboarding Support
Full accrual-based bookkeeping
Quarterly Bookkeeping & Reconciliation
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Email support
Quarterly financial review call
Optional Add-ons:
Payroll Management
Suitable if:
For businesses needing accrual-based accounting and enhanced support.
You want your accounts to be maintained by an Accountant
You have less than 20 transactions per month
Payroll Add-On
Managing your payroll so you don’t have to.
-
Includes:
All Software Costs (Gusto)
Payroll Software Setup
Bi-weekly, or monthly direct deposit & payroll tax calculations
Payroll processing for W-2 employees & 1099 contractors
Records of Employment
State & federal payroll tax filings
Year-end W-2 and 1099 preparation
Suitable if:
You have up to 3 employees
-
Includes:
All Software Costs (Gusto)
Payroll Software Setup
Bi-weekly, or monthly direct deposit & payroll tax calculations
Payroll processing for W-2 employees & 1099 contractors
Records of Employment
State & federal payroll tax filings
Year-end W-2 and 1099 preparation
Suitable if:
You have up to 10 employees
-
Includes:
All Software Costs (Gusto)
Payroll Software Setup
Bi-weekly, or monthly direct deposit & payroll tax calculations
Payroll processing for W-2 employees & 1099 contractors
Records of Employment
State & federal payroll tax filings
Year-end W-2 and 1099 preparation
Multi-state payroll tax compliance
Time-tracking software integration
Geo-fencing and time tracking tools
Commission and Gratuity Calculations
Suitable if:
You have more than 10 employees
Businesses with high employee headcount & multi-location operations
Businesses with multi-state employees, complex payroll structures, or multiple pay schedules