Plans
Three tiers. Pay for the close you actually need.
Every plan includes a named CPA on the back end — agents do the volume, the accountant carries the signature. Additions are bundled below.
Starter
Freelancers
Clean books and a CPA review, monthly.
For freelancers and solo founders under $50k revenue.
$200/ month · billed monthly
- Bank + card reconciliation, monthly
- Expense categorization with rule memory
- Monthly controller-quality report
- Quarterly tax estimate
- Named CPA, asynchronous review
Growth
Most engagements
Monthly close plus payroll and sales tax.
For service businesses and e-commerce sellers between $50k and $1M.
$499/ month · billed monthly
- Everything in Starter
- Payroll runs with journal entries
- 1099-NEC and 1099-K preparation
- W-2 preparation (add-on if filing)
- Multi-state sales tax filings
- Real-time P&L and cash-flow dashboard
Premium
Full-service tax
Full-service tax filing, signed off by a CPA.
For operators who want every return prepared, reviewed, and filed.
Customscales with scope
- Everything in Growth
- Annual federal + state return, prepared and signed
- Federal 1120, 1120-S, or 1065 reviewed by a CPA
- Sales tax registration and ongoing filings
- Audit-ready workpaper export
- Annual planning session with your CPA
Compare
Side-by-side, capability by capability.
What each tier covers in bookkeeping, payroll and filings, tax, and the CPA service that wraps every deliverable.
| Capability | Starter | Growth | Premium |
|---|---|---|---|
| Bookkeeping | |||
| Bank + card reconciliation | Monthly | Weekly | Daily |
| Expense categorization | |||
| Real-time P&L and cash-flow | |||
| Multi-entity consolidations | |||
| Payroll & filings | |||
| Payroll runs + journal entries | |||
| 1099-NEC and 1099-K preparation | |||
| Multi-state sales tax filings | |||
| Tax | |||
| Quarterly tax estimate | |||
| Annual return prepared + signed | |||
| Audit-ready workpaper export | |||
| Service | |||
| Named CPA review | Async | Async | Live calls |
| Annual planning session | |||
Add-ons
Bolted on where you need it.
Tax filing and W-2 prep live outside the monthly fee. Pull them in when the cycle demands it; drop them when it does not.
Tax filing
Add-on
Federal + state returns prepared, signed, and submitted by your named CPA. Priced per entity.
From $750 / returnAdd tax filing
W-2 prep
Add-on
End-of-year W-2 packets prepared for every employee on payroll, reconciled to your general ledger.
From $25 / W-2Add W-2 prep
Unsure which tier fits? See the three-step model first.
See how it works →