About the plan
For businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.
What’s included
Real-time visibility into your finances
Monthly P&L and balance sheet based on your bank and credit card activity
Year-end package for your tax preparer
Email support from our US-based accounting team
About the plan
For businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.
What’s included
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Access to your dedicated, US-based accounting team via chat, email, and scheduled calls
About the plan
For businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.
What’s included
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support