Plans and Pricing

Accounting plans for owner-led businesses

Every plan includes clean books in Xero, closed and double reviewed each month, with a recorded walkthrough of your numbers. Choose the level of reporting and time with your client controller that fits your business.

Essentials

from$1,100/mo

Base starting price

Annual meeting with your client controller

Clean books, monthly Loom commentary, annual meeting.

Accounts and volume

Up to 3 bank, credit or loan accounts

or

150 transactions

  • Books closed, double reviewed, back to you by the 20th
  • Monthly Loom commentary
  • Xero + Hubdoc included, even when prices increase
  • Receipt matching
  • Payroll GL mapping and reconciliations to Xero
  • Year End Presentation via Loom
  • W-9 retrieval all year and 1099 filings
  • Unlimited Client Success Specialist questions, up to 3 Bookkeeping Manager questions a month
  • Portal turnaround in 2 to 4 business days

Insight

from$1,600/mo

Base starting price

Quarterly meetings with your client controller

Quarterly meetings, KPI dashboard, budget vs actual.

Accounts and volume

Up to 10 bank, credit or loan accounts

or

650 transactions

Everything in Essentials, plus:

  • Books back to you by the 15th
  • Quarterly meeting with your client controller
  • KPI dashboard with 5 standard KPIs
  • Monthly budget vs actual
  • Monthly variance analysis
  • Year End Presentation live with your Bookkeeping Manager
  • Up to 10 Bookkeeping Manager questions a month
  • Portal turnaround in 1 to 2 business days

Advisory

from$2,600/mo

Base starting price

Monthly live meetings with your client controller

Monthly meetings, custom reporting, monthly cash snapshot.

Accounts and volume

Unlimited bank, credit and loan accounts and transactions

Unlimited bills and invoices

Everything in Insight, plus:

  • Monthly live meeting with your client controller
  • KPI dashboard with custom KPIs
  • Budget vs actual and variance analysis
  • Monthly cash snapshot
  • Year End Presentation live with your client controller
  • Unlimited Bookkeeping Manager questions
  • Portal turnaround in 0 to 1 business days

Onboarding: $3,000

One flat fee. Getting everything set up and laid out takes 4 to 6 weeks, so our team can review your books and build your setup the right way.

See what's included
Book a call

What every plan includes

The basics that come with Essentials, Insight and Advisory.

Xero + Hubdoc included

We pay for all software except payroll, even when subscription prices go up.

Double-reviewed close

Books closed and double reviewed every month, back to you by the 20th or the 15th.

Monthly Loom commentary

A recorded walkthrough of your month, so you know what the numbers say.

Receipt matching

Receipts matched to your transactions as part of the monthly close.

Payroll tie-out

GL mappings and reconciliations between your payroll software and Xero.

W-9s and 1099s

W-9 retrieval all year and 1099 filings included.

Client Success Specialist

Unlimited questions through your client portal, with a set turnaround time.

Year End Presentation

A review of your year, by Loom or live depending on your plan.

Add-ons

Add only what you need, month to month.

Sales Tax

$200per state, per month

We handle the filings and monitoring for each state you collect in.

Payroll Support

$250per month

We run payroll tasks and handle federal payroll tax notices. GL mapping and reconciliations to Xero are always included.

We also support tax strategy implementations, such as S-Corp health insurance, HSA and retirement plan implementation.

Bill Pay, AR and AP

$500per month, starting at 50 bills

Bills approved and paid and invoices sent, all from Xero. Includes coordinating with your vendors and collecting their ACH details.

Estimate your price

S-Corp Strategy

Includedwhen your S-Corp is already set up

Reasonable compensation, accountable plan and the Augusta rule, reviewed in onboarding and refreshed every year. If any piece is missing, setup is a one-time $1,500.

Use the calculators below to estimate your monthly price.

Tax preparation and planning are handled separately by our tax partner.

Estimate your monthly price

Slide to your monthly volume to see which plan fits and what bill pay adds.

Transaction Calculator

Slide to your usual monthly transactions. The plan moves up with your volume.

$1,600/mo

300 transactions a month fits Insight, which covers up to 650.

300
502,000

Account limits apply too: Essentials covers up to 3 bank, credit or loan accounts and Insight up to 10. Extra accounts are quoted on your call.

Bill Pay Calculator

For the Bill Pay, AR and AP add-on. Slide to your usual bills per month.

$600/mo

Includes 50 bills. Every extra 50 bills adds $100.

100
50300

Turn on Bill Pay in the add-ons below to include it in your total.

Add-ons

Turn on what you need. Your estimate updates as you go.

Your estimate

    Estimated monthly$1,600/mo

    One-time, before your first close

      One-time total$3,000
      Talk to us

      These are estimates. Your final price is confirmed on your call.

      Onboarding: $3,000

      One flat fee. Onboarding takes 4 to 6 weeks, giving our team time to review your books and get everything set up and laid out for your business.

      1

      Setup

      • Xero and Hubdoc set up, including the past 2 years and conversion from other software
      • Chart of accounts built for your business
      • Bank, card and loan feeds connected
      • Payroll and other apps mapped to Xero
      2

      Clean Start

      • Opening balances reviewed
      • Prior-period books checked and cleaned up to a solid starting point
      • Open items and questions resolved with you
      3

      Training

      • 1-hour training on the Double portal
      • A 30 to 60 minute meeting to go over payroll, decide on a change in providers if needed, and introduce you to the accounting team
      4

      S-Corp Strategy

      • Reasonable compensation
      • Accountable plan
      • Augusta rule
      • Included when already in place; a one-time $1,500 setup if anything is missing
      • Refreshed yearly

      New onboarding starts in the second half of each month, once our current clients are closed by the 15th. Setup takes 4 to 6 weeks, and your first monthly close starts on the 1st after onboarding wraps up.

      If your books need a cleanup, we quote it during onboarding.

      Meet the team

      You could be working with any of our team, so get to know us!

      Misty Newsome

      Misty Newsome

      CPA, Firm Owner

      Homeschooling mom of 6. CPA. Passionate about helping business owners set themselves up for success.

      "We believe when our clients understand their numbers, they can grow their numbers and have a massive impact."
      Catherine Walker

      Catherine Walker

      CPA, Senior Bookkeeper and Payroll Specialist

      Catherine knows her stuff, helps keep us all in line with dates and specifics, and is organized.

      Sonnie Sanico

      Sonnie Sanico

      Senior Bookkeeper

      Sonnie is super knowledgeable with bank reconciliation, client engagement and detailed reporting.

      Jessica Baraceros

      Jessica Baraceros

      Jr. Bookkeeper

      Jessica handles special projects and masters Xero to better support our clients.

      Kent Klawer

      Kent Klawer

      Client Success Specialist

      Kent is committed to creating seamless and meaningful client experiences.

      Jiress Juanite

      Jiress Juanite

      Lead Generation Specialist, Bookkeeping Intern

      Jiress is dedicated to connecting businesses with the right opportunities.

      Marjie Vista

      Marjie Vista

      Virtual Assistant

      Marjie handles admin, scheduling, emails and daily operations.

      Not sure which plan fits?

      Book a call and we'll walk through your accounts, your monthly volume and what you need from your numbers.

      Book a call