Choose the Package
That’s Right for Your Business

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Accounting
& Reporting

Let our monthly accounting and financial reporting services help you become a better-managed agency. Focus on what you do best, we’ll take care of the rest!

Both options require a one-time onboarding fee of $500.

Growth
Starting at $269 and created
for agencies with up to 50k in
monthly expenses.
Real-Time Accounting
Agency Analytics & Reporting
Auto Sync Statements & Check Images
Peer Benchmarking to other Agents
Key Performance Indicator (KPI) Target Development
Up to 3 bank and/or credit card accounts managed
Up to 3 liability accounts managed
(loans or LOCs)
Select Your Plan

          Cancel any time with 30 days notice


          Save 12% with our most popular plan
          12-month commitment

Enterprise
Starting at $359 and created for
multiple-office agencies with more
than 50k in monthly expenses.
Real-Time Accounting
Agency Analytics & Reporting
Auto Sync Statements & Check Images
Peer Benchmarking to other Agents
Key Performance Indicator (KPI) Target Development
Up to 4 bank and/or credit card accounts managed
Up to 4 liability accounts managed
(loans or LOCs)
Select Your Plan

           Cancel any time with 30 days notice


          Save 12% with our most popular plan
          12-month commitment

Add-ons
$10/mo
per account
Account Add-Ons
Add additional bank, credit card or liability accounts to be managed

Growth: $200/mo
Enterprise: $300/mo
Retroactive Accounting & Financial Reporting
Need help getting caught up on bookkeeping? We can get your accounts up-to-date, no matter how behind you are.

$200/mo
CFO Tools: Budgeting & Financial Modeling
Build financial models to reflect revenue expectations and expenses, create scenarios to better forecast profit and cash flow, and many other tools. Learn More >

Complete
Tax Services

Receive quarterly tax payment estimates, in addition to tax preparation consultations throughout the year to help minimize your end-of-year burden.

Tax Offerings
Starting at $750 Personal Tax Planning & Filing
Let us help out with your personal taxes. Includes Schedule C for Sole Proprietors.

Starting at $2,000 Corporate & Personal Tax Planning & Filing
We’ll handle your personal (or family's) 1040 return, as well as your agency's S-Corporation or LLC filing as S-Corporation return.


Additional tax schedules priced out a la carte
Ex. Schedule E, Schedule C, K-1 statements, etc.