Pricing
Service Comparison
Compare Service Tiers
From essential ledger maintenance to complex financial oversight and automated payroll.
| Features & Parameters |
Essential$400/mo |
Growth$800/mo |
Scale$1500/mo |
|---|---|---|---|
| Core Operations | |||
|
Bank Reconciliation
Cross-referencing bank statements with internal ledgers to ensure every transaction is captured.
|
Included | Included | Included |
|
Credit Card Reconciliation
Verifying credit card transactions and ensuring accurate liability tracking on your balance sheet.
|
Included | Included | Included |
|
Bank/Credit Accounts
The total number of unique financial accounts monitored and managed within your books.
|
2 Accounts | 5 Accounts | 10 Accounts |
|
Response Time
Our guaranteed maximum turnaround time for inquiries and support requests.
|
< 48-hours | < 24-hours | < 4-hours |
|
General Ledger Maintenance
The continuous organization and review of your master record of financial transactions.
|
Included | Included | Included |
|
Journal Entries
Handling complex adjustments, such as depreciation or loan interest, that software usually misses.
|
Included | Included | Included |
|
Fixed Asset Tracking
Managing the lifecycle and value of large purchases like vehicles, equipment, or property.
|
Included | Included | Included |
|
CPA Liaison
Direct collaboration with your tax professional to ensure year-end filings are seamless and accurate.
|
Included | Included | Included |
|
Accounts Payable & Receivable
Managing incoming customer payments and organizing outgoing vendor obligations.
|
Included | Included | |
| Insights & Reporting | |||
|
Financial Statements (P&L, Bal. Sheet)
Comprehensive performance snapshots showing your profitability and net worth over time.
|
Quarterly | Monthly | On-Demand |
|
Budget vs. Actual Analysis
A strategic comparison of your planned spending against actual financial results to identify variances.
|
Annual | Monthly Review | |
|
Cash Flow Forecasting
Predictive modeling to help you anticipate future cash needs and maintain operational liquidity.
|
Included | ||
| Technical & Automation | |||
|
Payment Integration
Direct API syncing for Square, Stripe, or Clover to automate sales recording.
|
Included | Included | Included |
|
Physical Document Scanning
Secure, high-speed scanning of your physical paper records, receipts, and legacy archives.
|
100 pgs Inc. | 250 pgs Inc. | 500 pgs Inc. |
|
Digital Dashboard Uploads
Direct drag-and-drop upload of digital files and receipt photos via your secure client dashboard.
|
1000 pgs Inc. | 5000 pgs Inc. | 10000 pgs Inc. |
|
Crypto/Forex Validation
Verifying cost-basis and transaction values for digital or multi-currency assets.
|
Included | Included | Included |
|
Software Migration
Moving your history from spreadsheets or legacy systems into QuickBooks or Xero.
|
Included | Included | Included |
| Compliance & Tax | |||
|
Sales & Use Tax Filing
Aggregation and filing of sales tax data for state-specific regulatory compliance.
|
Included | Priority | |
| Get Started | Get Started | Get Started | |
Statutory Representation
Commercial Registered Agent Service
Maintain perfect standing with the South Dakota Secretary of State through professional representation and automated corporate compliance.
| Compliance & Governance Features |
Flat-Rate Annual$200 / year |
|---|---|
| Corporate Maintenance | |
|
State Annual Report Filing
Preparation and submission of your mandatory annual reports to ensure continuous business authorization.
|
Included |
|
Annual Meeting Minutes Wizard
Automated generation of annual minutes and resolutions required to protect your corporate veil.
|
Included |
|
Corporate Document Library
Instant, 24/7 access to all Secretary of State correspondence, filings, and generated minutes via your dashboard.
|
Included |
|
Legislative Compliance Alerts
Proactive alerts regarding Federal and South Dakota law changes that may impact your corporate status.
|
Included |
| Appoint Your Agent | |