Plans built with your business in mind
$199/month

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
$599/month

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
$169/month

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
$499/month

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

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
Basic
Tax
$2,450/month
For unprofitable C corps with no foreign subsidiaries
What’s included:
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Free tax extension
Contact Sales
Standard
Tax
$5,400//month
For profitable C corps, LLCs, S corps, or businesses with foreign subsidiaries
What’s included:
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Free tax extension
Contact Sales
Basic
CFO Services
$1,750/month
Your CFO analyzes business performance and extracts key insights
What’s included:
Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
Scenario planning (base case, bear case, bull case)
Budget vs actuals
Industry-specific KPI dashboard
Headcount & compensation plan
Contact Sales
Essentials
CFO Services
$3,150/month
Your CFO initiates strategic projects and becomes a catalyst for growth
What’s included:
Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
Scenario planning (base case, bear case, bull case)
Budget vs actuals
Industry-specific KPI dashboard
Headcount & compensation plan
Contact Sales
Custom
CFO Services
$5,250/month
Your CFO becomes deeply integrated with your team to lead data-driven strategies
What’s included:
Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
Scenario planning (base case, bear case, bull case)
Budget vs actuals
Industry-specific KPI dashboard
Headcount & compensation plan
Contact Sales