Before you choose
an accounting plan.

Businesses with fewer than 20 employees that want practical accounting support and are comfortable using connected software. Your transaction volume, accounts, payroll, and the work you want to have us handle determine which plan fits. Use the plan calculator to check your requirements. Savings from our technology and standard workflows are passed on to you.

Accounting software is included in every plan. Payroll software is included with optional payroll in Compliance and Partnered, and payroll is included in Stratified. We pass our technology savings on to you. Bank charges, processing charges, and taxes owed remain separate.

Compliance covers standard monthly bookkeeping, financial reports, and year-end records. Partnered adds profitability reporting, sales tax within its limits, and client-operated invoice and bill software, with technology savings passed on to you. Receipt management sits under Vendor Bill Management. Stratified includes managed accounting, payroll with unlimited employees and states, Custom Reports + Financial Analysis, and unlimited-state sales tax.

Receipt management is part of Vendor Bill Management in Partnered and Stratified. We track receipts against purchase and vendor-bill records. You keep your business receipts and provide missing records. Compliance excludes receipt management.

Compliance includes monthly income/spending and business balances reports. Partnered adds profitability breakdowns and unpaid-invoice and unpaid-bill reviews. Stratified includes Custom Reports + Financial Analysis. Receipt management is described under Vendor Bill Management.

Payroll is optional in Compliance and Partnered. Stratified includes payroll with unlimited employees and states. Payroll software is included. We process approved pay details on a consistent schedule and use approved providers for routine supported payroll tax filings and payments. Savings from our technology and standard workflows are passed on to you.

Yes. Variable pay is available with payroll under every plan when you provide the completed, approved standard pay-detail template. Calculating commissions or bonuses from incomplete operational records is outside the standard service.

Under Partnered, we configure the tools and review unpaid invoices and bills; you operate the workflows. Under Stratified, we prepare and send invoices using your approved information, organize vendor bills, and schedule approved payments. You retain approval over changes, refunds, and the release of funds. Collections and customer or vendor dispute resolution are excluded. Savings from our technology and standard workflows are passed on to you.

Partnered includes routine filing for one registered state and up to three counties, where applicable. Stratified includes sales tax filing for unlimited states as an included service. Compliance excludes sales tax filing. Registrations, amended returns, notices, and disputes remain outside standard filing services.

No. Every plan includes a year-end records package for your tax preparer. Income tax return preparation, filing, tax planning, and representation are excluded.

Keep business and personal spending separate, maintain bank connections, answer questions, review reports, and provide approvals. Keep receipts and provide missing records as described under Vendor Bill Management. Your plan lists your responsibilities service by service.

Our target is to provide monthly reports by the 20th of the following month, or the next business day, when complete records, working connections, and requested answers arrive in time. Missing information or corrections may extend that target.

Historical cleanup and catch-up work are separately priced. They are separate from recurring bookkeeping and onboarding. Tell us which months need attention when you provide your business details.

If your activity or requirements exceed the selected scope, Stratified Accounting will explain the issue and proposed scope or plan change in writing. The agreement describes the notice and correction process. A scope change does not authorize an undisclosed automatic charge.

Annual billing is available for Compliance and Partnered, with a discount on recurring services and onboarding waived. The calculator shows the amount due and the monthly comparison. Both billing options have a twelve-month commitment, with early-exit and annual refund terms explained in the Master Services Agreement.

Use the calculator to check your fit and choose a plan. Compliance and Partnered continue through scope review, your details, agreement acceptance, and secure payment. Stratified opens a short contact request so we can discuss your requirements and prepare a quote; it does not collect payment.