PLANS & SIGNUP

Choose your services.
Review your price.

Answer a few questions, review exactly what is included, and accept your agreement before continuing to secure payment.

The listed scope explains what we do, what you do, and what is excluded.

CHOOSE YOUR PAYMENT SCHEDULE

Software is included. Payroll is optional for Compliance and Partnered and included in Stratified. We pass technology savings on to you.

Both billing choices have a twelve-month commitment. Early-exit charges and annual refund terms apply; see the Master Services Agreement.

01 / THE ESSENTIALS

Compliance

Organized, tax-ready books.

Accounting software included.
Payroll software is included with payroll.

  • Monthly bookkeeping
  • Monthly Financial Reports
  • Up to 150 transactions and 5 accounts
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MORE SUPPORT

02 / WORK TOGETHER

Partnered

Know your numbers. Stay in control.

Accounting software included.
Payroll software included when payroll is added.

  • Everything in Compliance
  • Profitability Reporting
  • Collaborative Accounting System
  • Sales Tax in 1 state for 3 counties
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03 / FULLY MANAGED ACCOUNTING

Stratified

More of the day to day, handled.

Accounting software included.
Payroll software included.

  • Everything in Partnered
  • Payroll included · unlimited employees and states
  • Custom Reports + Financial Analysis
  • Sales tax in unlimited states
  • Client invoicing and payment management
  • Vendor bill and payment management
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Payroll optional or included by planAnnual payment saves 10%*Accounting and payroll software included*

*Annual savings apply to Compliance and Partnered. Pay for the year in advance; onboarding is waived. Optional payroll receives the same discount, including its software. Accounting software is included in every plan; payroll software is included when payroll is selected. Stratified starts at $1,500 per month.

SEE THE DIFFERENCE

Compare plans at a glance.

Choose the support you need, then answer the same business questions to check your fit. Accounting software is included; optional payroll includes its software too.

Included, excluded, and optional services
ServiceCompliancePartneredStratified
Bookkeeping
Monthly bookkeepingIncluded · 150 transactions / 5 accountsIncluded · 300 transactions / 10 accountsIncluded · custom-priced volume
Accounting softwareIncluded - InternalIncluded - Cloud CollaborationIncluded - Cloud Collaboration
Monthly Financial ReportsIncome/spending + balancesProfitability + balances + unpaid-item reviewsCustom Reports + Financial Analysis
Year-end tax-preparer packageIncludedIncludedIncluded
Written supportBookkeeping and report questionsNext-business-day response targetNext-business-day response target
OnboardingOne month of services · waived for annualOne month of services · waived for annualOne month of services · no annual discount
Payroll
Payroll processing and softwareOptional · $150/month for up to 5 employees in 1 stateOptional · $150/month for up to 5 employees in 1 statePayroll included · unlimited employees and states
Additional employees and statesExcluded+$50 per additional block of 5 employees; +$75 per additional state each monthUnlimited employees and states
Variable payIncluded with payroll · approved template requiredIncluded with payroll · approved template requiredIncluded with payroll · approved template required
Sales Tax
Routine sales tax returnsExcludedIncluded · 1 state / up to 3 countiesIncluded · unlimited states
Client Invoice Management
Client invoices and payment trackingExcludedTools and setup included · you operateManaged service included · you approve changes
Vendor Bill Management
Vendor bills and payment schedulingExcludedTools and setup included · you operateManaged service included · you authorize payments
Receipt managementExcluded · you keep receiptsIncluded · you keep receiptsIncluded · you keep receipts
Available Add-On Services
ServiceCompliancePartneredStratified
13-week cash forecast×✓✓
Annual budget creation×✓✓
Monthly budget comparisons×✓✓
Advanced rolling forecasts and scenarios×✓✓
Additional sales tax filings×✓✓
Year-end contractor payment forms×✓✓
Monthly business performance dashboard×✓✓
Quarterly financial review×✓✓
Historical cleanup and catch-up bookkeeping✓✓✓
Equipment and other long-term asset schedule×✓✓
Start with your choice

Compliance and Partnered base prices exclude optional payroll. Stratified includes payroll with unlimited employees and states. Accounting software is included, and selected payroll includes its software. Annual savings apply to recurring services on eligible plans. Income tax returns and collections are excluded. Earlier-month cleanup is separate.

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FIND THE RIGHT SUPPORT

Check your fit.

Answer a few questions, choose your services, and review your agreement before secure payment.

First, a little about your business.

These answers match your business to the scope listed on this page. Accounting software is included; payroll software is included when payroll is selected.

WHAT HAPPENS NEXT

01

Check your fit

Choose the support that matches your business.

02

Confirm the details

Review your included services, responsibilities, and software costs in one place.

03

Get started securely

Approve your agreement, connect your accounts, and share documents through a secure process.