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Choose your pricing plan

  • Core A/P

    1,000$
    Every month
     
    • Up to 35 bills per cycle; up to 20 vendors
    • 2 payment runs per month (1st and 15th)
    • AP inbox management + invoice capture to QBO
    • Single-approver workflow; 2‑business‑day processing SLA
    • Vendor onboarding: up to 3/month (W‑9 + basic compliance)
    • Reports: Monthly payments + AP aging
    • Includes: QuickBooks Bill Pay: Basic

  • Growth A/P

    1,800$
    Every month
     
    • Up to 75 bills/cycle; up to 40 vendors
    • Weekly payment runs
    • Dual‑approval workflow; 1‑business‑day processing SLA
    • Vendor onboarding: up to 6-month
    • Vendor onboarding: COI tracking + bank verification
    • Monthly live AP review call
    • Reports: Payments, AP aging, exceptions, early‑pay discounts
    • Includes: QuickBooks Bill Pay: Premium

  • Premium A/P

    3,000$
    Every month
     
    • Up to 150 bills/cycle; up to 75 vendors
    • Twice‑weekly payment runs + rush-payment option
    • Multi‑level approvals with amount thresholds;
    • Same‑day process
    • Vendor onboarding: up to 10/month
    • Vendor onboarding: enhanced due diligence + vendor scorecard
    • Dedicated AP specialist + shared communication channel
    • Meetings:Monthly performance + Quarterly vendor optimization
    • Reports: Custom dashboards, dept/class/location tagging
    • Policy setup: Spend limits, approval matrix
    • Includes QuickBooks Bill Pay: Elite

  • Core A/R

    1,000$
    Every month
     
    • Up to 35 invoices per cycle; up to 20 active customers
    • 2 invoice batches/month (1st & 15th)
    • Client onboarding: W‑9/customer details, terms, tax settings
    • AR inbox management + invoicing in QBO
    • Basic reminders: 7/14/30‑day emails
    • Sales & use tax tracking + exemption certificate collection
    • Monthly sales + AR aging report
    • SLA: Invoices issued within 2 business days of receipt

  • Growth A/R

    1,800$
    Every month
     
    • Up to 90 invoices/cycle; up to 60 active customers
    • Weekly invoicing runs
    • Client onboarding: W‑9/customer details, terms, tax settings
    • AR inbox management + invoicing in QBO
    • Basic reminders: 3/7/14‑day emails + 30‑day manual call
    • Sales & use tax tracking + exemption certificate collection
    • Monthly sales + AR aging report
    • Dispute/credit memo handling; exception reporting
    • Monthly AR review call with DSO/aging insights
    • Does NOT include: Tax filings themselves; legacy liabilities
    • Does NOT include: A/P management

  • Premium A/R

    3,000$
    Every month
     
    • Up to 180 invoices/cycle; up to 120 active customers
    • Twice‑weekly invoicing + same‑day rush cutoff (10am)
    • SLA: Same‑day issue by 10am, else next business day
    • Client onboarding: W‑9/customer details, terms, tax settings
    • AR inbox management + invoicing in QBO
    • Basic reminders: 3/7/14/21‑day emails + 30‑day manual call
    • Sales & use tax tracking + exemption certificate collection
    • Dispute/credit memo handling; exception reporting
    • Multi‑channel collections‑light: email/SMS/call sequences
    • Dedicated AR specialist + shared Communication Channel
    • Monthly performance review + Quarterly revenue ops audit
    • DSO/roll‑rate dashboard; risk‑tiered follow‑ups
    • Quote‑to‑cash SOPs, approval matrix for credit/terms
    • Multi‑entity/classes/locations support
    • Excludes: Tax filings themselves; legacy liabilities;
    • Excludes: A/P management

  • Core Payroll

    500$
    Every month
     
    • Up to 3 Employees
    • Up to 2 pay run per cycle (bi-weekly/semi-monthly)
    • State & Federal Tax Onboarding + Filings Monitoring
    • Employee onboarding: up to 2 per cycle (W4/I9 collection)
    • PTO Tracking + Basic Commission/Bonus Payments
    • Payroll submitted by 2pm → processed next business day
    • 48 Hour Response Time
    • Includes Quickbooks Payroll: Core

  • Growth Payroll

    1,200$
    Every month
     
    • Up to 10 Employees
    • 1 Weekly Pay Run
    • State & Federal Tax Onboarding + Filings Monitoring
    • Multi‑state payroll: up to 2 states
    • Onboarding: up to 4 hires/cycle
    • Terminations with Final‑pay Checklist
    • PTO accrual policy setup; time‑tracking integration
    • Garnishment setup/monitoring; agency notice handling (light)
    • Monthly payroll review call: tax notices, variances, accrual
    • Submitted by noon → same‑day processing
    • 24-Hour Response Time
    • Includes QuickBooks Payroll: Premium

  • Premium Payroll

    2,500$
    Every month
     
    • Up to 25 Employees
    • 2 Weekly Pay Runs + Rush cutoff (10 am)
    • State & federal tax onboarding + filings monitoring
    • Multi‑state: up to 4 states
    • Onboarding: up to 8 hires/cycle;
    • E‑Verify support if applicable
    • PTO accrual policy setup; time‑tracking integration
    • Garnishments/child support end‑to‑end
    • agency correspondence triage
    • Dedicated payroll specialist + shared Communication channel
    • Quarterly payroll audit;
    • compliance calendar
    • SOPs for approvals
    • Meetings: Monthly performance + Quarterly comp/benefits
    • Submitted by noon → same‑day processing
    • 24 Hour Response Time
    • Year‑end W‑2/1099 prep & distribution included
    • Includes QuickBooks Payroll: Elite

  • Core Bookkeeping

    1,000$
    Every month
     
    • Weekly Bookkeeping
    • Monthly Reconciliation
    • Cash basis Monthly 3-Financial Statements Report
    • 30-min monthly review meeting
    • Up to 500k of annual revenue
    • Up to 3 bank/cc accounts
    • Additional $50/account over 3 accounts
    • Includes: QuickBooks Online Basic Subscription

  • Growth Bookkeeping

    1,800$
    Every month
     
    • Weekly Bookkeeping
    • Monthly Reconciliation
    • Accrual Monthly detailed financial report
    • Depreciation & Amortization tracking
    • Notes to the financial statements
    • Financial ratios and KPI tracking
    • 60-min monthly review meeting
    • Up to 2 million of annual revenue
    • Up to 5 bank/cc accounts
    • Additional $50/account over 5 accounts
    • Includes QuickBooks Online Basic Subscription

  • Premium Bookkeeping

    3,500$
    Every month
     
    • Accrual Weekly Bookkeeping
    • Monthly Reconciliation
    • Monthly detailed financial report
    • Quarterly detailed financial report
    • Notes to the financial statements
    • Financial ratios and KPI tracking
    • Depreciation & Amortization tracking
    • Inventory Tracking
    • Sales Tax Tracking
    • 1 State Sales Tax filing
    • 60-min monthly review meeting
    • Up to 10 million of annual revenue
    • Up to 10 bank/cc accounts
    • Additional $100/account over 10 accounts
    • $100/ extra state sale tax filing
    • Includes QuickBooks Online Plus Suite Subscription

  • Core CFO

    3,150$
    Every month
     

    • Growth CFO

      6,500$
      Every month
       

      • Full CFO

        8,000$
        Every month
         
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