A
PLAN A TIER 1
Basic Bookkeeping
Single-entity SMBs core books in good standing
$650 - 850
USD/month billed monthly
What's Included
- Bookkeeping for up to 10 accounts
- Bank & credit card reconciliation
- QBO/Xero setup & maintenance
- Monthly P&L and balance sheet
- Month-end close & review
- Email & chat support
- Dedicated bookkeeper
Add-ons:
Cleanup sprint Tax-prep package Basic payroll ($200-$400)
B
PLAN B TIER 2
Bookkeeping + Payroll
Multi-entity & franchise operators
$1 250 - 1800
USD/month billed monthly
Everything in Plan A plus:
- Bookkeeping for up to 20 accounts
- AR & AP management
- Payroll for up to 50 employees
- Inventory tracking
- Sales tax, HST / GST preparation
- 1099 filings
- Cash flow monitoring & weekly forecast
- Dedicated account manager
Add-ons:
Multi-entity consolidated reporting Custom dashboards. ADP/Gusto/QBO payroll setup Software integration build
C
PLAN C TIER 3
Full Finance Management
Multi-brand & restaurant groups - CFO-grade
$2 250 - 3500
USD/month billed monthly
Everything in Plan B plus:
- Bookkeeping for unlimited accounts
- Multi-entity/multi-location accounting
- Multi-currency support
- Real-time cash flow management
- Payroll setup & processing
- Custom KPI & financial reporting
- Annual budget & planning support
- Priority support
Add-ons:
Audit readiness Strategic CFO review calls Business plans,
budgeting & forecasting