Home / Pricing
PricingPrices out in the open.
Monthly plans, set up for you. Your exact quote comes with your free books review.
Books + Tax
Owner-run, simpler books
- Every transaction posted
- Exception list on your phone
- Accounts matched monthly
- Sales tax tracking
- Year-end tax-ready
Signed Close
Most local businesses
- Everything in Books + Tax
- Month closed by a set date
- CPA review & sign-off
- Monthly P&L and balance sheet
- Bills paid in a few clicks
Close + Cash + Tax
Busy, cash-sensitive
- Everything in Signed Close
- 13-week cash forecast
- Simple budget vs actual
- Invoice reminders + AI calls
- Payroll & payroll tax handled
Finance team
When you need a CFO's eye
- Everything in Close + Cash + Tax
- Monthly review call
- Pricing, hiring & cash decisions
- Lender & bonding packages
- Tax planning
Setup included for most local businesses · live in 2–4 weeks
What moves the price
- How many transactions a month
- How many bank, card and payment accounts
- Number of companies or locations
- Payroll in more than one state
- Months of catch-up if you're behind
Pricing questions
Is there a setup fee?
Most local businesses: no. Growing companies have a one-time setup that covers connections, clean-up and the parallel close.
What if I'm behind on my books?
Catch-up is quoted after your free review and usually folded into setup.
What if I want to leave?
Your books are already in your own software, so you keep everything — history, reports, and our notes. We help with the hand-off.
Are payroll and tax filing extra?
No separate payroll company needed. For Florida employers we run payroll in-house: paychecks by direct deposit, tax deposits paid from your own account, quarterly and year-end filings, W-2s and 1099s. It is included in the plans that list payroll. Business tax returns are quoted separately unless your plan includes them.
Get your exact quote.
Report in 48 hours · No card needed · Your books stay in your own software