Become our next business partner (and friend!)
We only work with a select few clients each month.
We want to make sure we're a good match, so we will
ask you to fill out a questionnaire if you're interested
in becoming a client. We'll contact you with next steps!
Success Suite
$400K+ Revenue + physical products
Starting at
$
875
/month
Everything in Cashflow Confidence, plus:
- Bi-Weekly Recordkeeping
- Annual recap and budget planning meeting
- U.S. Sales Tax
- Annual business property tax filing
- 45-minute monthly meeting
Most Popular
Cashflow Confidence
$200K+ Revenue
Starting at
$
575
/month
Everything in Essentials, plus:
- Unlimited Bank Accounts
- Payroll with Gusto
- Expense Management
- 45-minute quarterly meeting
Essentials
Up to $200k in Revenue
Starting at
$
375
/month
- QuickBooks + Canopy Included
- Monthly Recordkeeping
- Unlimited Transactions
- Up to 5 Bank/Credit Accounts
- Unlimited Communication
- Annual Financial Presentation
- Annual 1099 Filings + Compliance Reminders
A la carte services
Prices vary based on circumstance
Please contact us for further information
Types of A La Carte Services
- Individual Taxes
- Business Taxes
- Clean up & catch up bookkeeping
- Immigration filings
- Nonprofit business formation
- Business formation
- Payroll services
- Annual 1099 Filings if not a client
- Compliance Reminders and filings if not a client
- U.S. Sales Tax reporting
QuickBooks + HoneyBook
We believe in efficiency & systems, so we're passionate about setting all of our clients up on QuickBooks (for bookkeeping) and Canopy (for collecting paperwork). This setup or migration from another system is included in our onboarding, as is the subscription fee as long as you work with us. If we part ways, we'll transfer ownership of it all to you.
Unlimited Bank Accounts
We fully support our clients who manage their finances with the Profit First™ Method, which means we know you might have at least 5 bank accounts. It's all good. We also have bank relationships for those who want to use this method.
Monthly or Biweekly Recordkeeping
This includes maintenance of bank feeds, matching & recording transactions, asking you for receipts and invoice to support your expenses (hello, audit-proof books!), and making sure your data is reliable. We don't pay your bills or ask your customers for payments. That's on you, my dear.
Unlimited Communication
We don't ever want you to feel like you can't reach out if you have a question or need to bounce ideas. All communication is included, but if we have to do ad hoc (extra) analysis or research to give you solid advice, that'll be billed separately.
Unlimited Transactions
We don't believe in setting a limit on your transaction volume. We will, however, revisit our pricing every 6 months to make sure the value we provide is in line with your needs as you grow.
Annual 1099 Filing + Compliance Reminders
If you pay rent, attorneys or other service providers for work one in your business (as contractors), you may be required to issue 1099s. We'll help you determine who needs one and create those filings for you.
We'll also check on your annual corporate report (LLC) in your state each year to make sure you're in good standing.
Monthly/Quarterly Reviews
This includes monthly financial reports, a visual dashboard of key metrics, & a 5 minute loom video explaining your performance & financial health. 'Cause the magic is in the review.
U. S. Sales Tax
If you sell physical products or are required to collect sales tax on your services, we will assist you in filing sales tax and tracking nexus. We use QuickBooks to setup auto-filing if at all possible.
Payroll with Gusto
If you are an S-Corp or have employees, we will set you up on Gusto for payroll. You'll be responsible for running payroll & paying the subscription fee, but we'll manage the integration and help trouble shoot when needed. we'll also extend a discount for the subscription!
Business Property Filings
If you have a physical location, you may be required to file Annual Business Property Tax Returns, listing out your equipment and leasehold improvements each year. We can assist with this if you are a Cosmo, or can be an add-on service with other packages.
Annual Budgeting
For our Success Suite, we meet annually to create a budget and will include a monthly budget-to-actual comparison for you so you can see exactly how you're tracking against your plan each month and you can course correct.
Annual Financial Presentation
After the close of each year, we will compile your annual performance into a slide presentation with charts & visuals to help you see your performance compared to last year! Our clients LOVE this!
