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
Created for agencies with up
to 50k in monthly expenses.
Employee Payroll Setup, Support, and Management (payroll service fees separate)
Real-Time Accounting
Agency Analytics & Reporting
Auto Sync Statements & Check Images
Peer Benchmarking to other Agents
Revenue Growth Targets & Budget 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 10% with our most popular plan
          12-month commitment
Enterprise
Created for larger agencies
with more than $50k
in monthly expenses.
Employee Payroll Setup, Support, and Management (payroll service fees separate)
Real-Time Accounting
Agency Analytics & Reporting
Auto Sync Statements & Check Images
Peer Benchmarking to other Agents
Revenue Growth Targets & Budget 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 10% 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.
Core
Payroll and HR basics for
smaller teams
Employee onboarding tools
Employee self-service and profiles
Health benefits administration
Paid-time-off policies
Pricing

Complete
Get the Core package, plus
the following features:
Simple time tracking
Time-off requests and holiday pay
E-sign and custom document storage
One day payroll
Pricing

Payroll & HR
Solutions

Powered by Gusto, our payroll and HR solutions can set you up with automated employee self-onboarding, payroll tax management, and time tracking, in addition to integrated health & retirement benefits.

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.