Start with the essentials. Add extra support only where you need it. One clean starting plan, plus clear add-ons for businesses with more moving parts.
If you are not sure what applies to your business, book a quick call. Weβll help you sort out the base plan, any add-ons, and whether your business needs anything beyond the essentials.
Start with Essential Bookkeeping, then layer in extra support only where it fits your workflow.
Best for small businesses with simple finances β those that get paid immediately and have minimal expenses, like freelancers, consultants, and service providers.
Everything from the original add-on list is here, just grouped more cleanly so itβs easier to scan.
Use the core plan as your base. Then add support only where your workflow needs more help.
The base plan covers the bookkeeping fundamentals for businesses with straightforward monthly needs.
AR, POS, payroll, weekly work, extra accounts, and transaction-heavy workflows can be layered in.
If you are not sure what applies to your business, we can help you sort it out before you get started.
Select your filing option based on business type. Choose from popular tax add-ons to meet additional compliance and filing needs.
Business (LLC or 1099) + Personal Tax Return
1065 Partnership
1120-S Sub-S Corporate Return
Additional filing and planning support can be added based on your needs.
Book a quick call and weβll help you understand the plan, the add-ons, and what actually makes sense for your business.