Formation, books, tax, compliance, and reporting in one place.
Choose the services you need now, from formation and monthly bookkeeping to tax coordination, reporting, controller support, and multi-entity finance. Your company information stays organized as the scope grows.
Choose a plan by the work you need
Start with responsibility for the books, then confirm tax filings, review and company services.
| Plan | Published price | Best starting point | Check before choosing |
|---|---|---|---|
| Dashboard | $0/month | You manage the work and need a connected workspace. | QuickBooks Online is required for connected accounting; its subscription is separate. |
| Tax Desk | $199/month or $1,799/year, plus state fees | You keep the books and need business tax and compliance services. | Monthly billing has a two-month minimum. Confirm forms, tax year, entity and jurisdictions. |
| Finance Desk | $299/month or $2,799/year, plus state fees | You need a dedicated bookkeeper, monthly statements and business tax services. | Confirm record quality, close cadence, entity coverage and specialty add-ons. |
| Managed Accounting | From $199 / mo billed annually, or $299 / mo billed monthly | You need an accrual accounting team and senior oversight. | Price follows monthly business spending; over $200,000/month is a custom quote. Confirm tax and advisory scope. |
There are no setup or onboarding fees. Historical data migration from a previous accountant or accounting software is included at no additional migration charge. Historical cleanup is separate at $149 / month of cleanup. Government fees, software and specialty work may be separate unless included expressly.
Establish
Formation filings, entity records, and the first responsibilities after approval.
EIN application support and a clear handoff into banking and payroll setup.
Registered Agent coverage with notice handling and renewal tracking.
Annual reports, good-standing requirements, deadlines, and assigned owners.
Operate
Reconciliations, open-item follow-up, review, and a predictable month-end close.
Tax organizers, filing handoffs, estimated-payment tracking, and notice support.
Payroll journals, liability reconciliation, and provider handoffs that stay aligned with the close.
Invoice tracking, aging review, customer follow-up, and collection support.
Bill intake, coding, approvals, payment support, and reconciliation.
Report and scale
Close oversight, accounting policies, balance-sheet review, and escalations.
Forecasting, runway, scenario planning, and regular operating reviews.
P&L, balance sheet, cash flow, and management reports your team can use.
Separate books and responsibilities for each entity, with group-level reporting.
Activity documentation, expense mapping, and qualified-professional coordination.