Essentials
Best for small businesses needing clean books.
Included:
Monthly P&L & balance sheet
Year-end tax package
Dedicated US-based team
Core
Best for startups & growing businesses.
Included:
Data-enriched financials
10th-day monthly close
Phone support
Custom
Fully tailored back-office solution.
Can include:
Payroll, AP/AR, Tax
CFO advisory
R&D credits
Starter
For first-year businesses under $500k.
Included:
Federal & state filings
Tax extension
Essentials
Best for unprofitable C-corps.
Included:
All Starter items
Delaware franchise tax
Up to 10× 1099s
Standard
For profitable businesses of any type.
Included:
All Essentials items
Up to 25× 1099s
Year-round email support
Starter
Basic full-service accounting.
Included:
Monthly close
Standard reports
Email support
Growth
Advanced analytics & forecasting.
Included:
Custom dashboards
Cash flow projections
Phone & email support
Executive
Full CFO + accounting bundle.
Included:
All Growth items
CFO dashboard access
Slack & phone support
