Accurate books. Useful reports. A team that knows your business and catches things before they become problems.
Three tiers — choose how much of the accounting work you handle and how much we handle. Adjust as your needs change.
Add payroll, tax preparation, budgeting, and more as standalone enhancements — or keep it focused on core accounting. Your call.
What it is
Fundamentals is our ongoing monthly accounting service. It includes bookkeeping, reconciliations, month-end close, and financial reporting — the core work that keeps your books accurate and your reports useful every single month.
We offer three tiers — Collaborate, Core, and Concierge — each designed for a different level of involvement. Choose the one that fits your business today. You can adjust later if your needs change.
Choose your tier
Tier 1
Collaborate
$250–$575/month
Depending on complexity
You get a second set of expert eyes on your books every month — a detailed findings report that tells you what needs attention, what looks off, and what to fix before it becomes a bigger problem. You stay in control of the day-to-day; we make sure nothing slips through.
- You manage bookkeeping and monthly close
- We perform a detailed quality control review of your completed books
- Findings report with issues, anomalies, and recommendations
- Review delivered within 30 days of your close
- Email support, 72-hour response time
- No scheduled meetings (ad hoc available as needed)
Tier 2
Core
$575–$1,775/month
Depending on complexity
You get accurate books, clean financials, and a Monthly Financial Insights Report that tells you what your numbers actually mean — without having to interpret them yourself. Every month, you know where you stand. Every quarter, we talk through it together.
- We handle all monthly bookkeeping and accounting
- Transaction categorization and bank & credit card reconciliations
- Month-end close and adjustments
- Financial statements delivered within 20 days of month end
- Email support, 2 business day response time
- Monthly Financial Insights Report
- Quarterly Financial Insights Meeting
Tier 3
Concierge
$900–$2,100/month
Depending on complexity
You get everything in Core — faster, and with more of us. Financials in 7 days. Monthly meetings instead of quarterly. A team that knows your business well enough to flag things before you notice them. Built for owners who want a real financial partner, not just a service provider.
- Everything in Core
- Financial statements delivered within 7 days of month end
- Email support, 1 business day response time
- Monthly Financial Insights Report
- Monthly Financial Insights Meeting
- Customized financial reports
What You Actually Get
About the Monthly Financial Insights Report. This isn't a printout of your P&L. The report translates your numbers into plain-language observations: where your margins are trending, which expense categories are running ahead of prior months, and whether your cash position is tracking in line with your revenue. It gives you the context to know where things stand and which questions need a closer look — so that when something rises to the level of a real decision or a specific problem, you already know it. For Core and Concierge clients, this report is the foundation for your monthly or quarterly advisory meeting, where we work through what it means and what to do about it.
Add enhancements as needed
Add services to your Fundamentals engagement as needed. All enhancements are available across all tiers.
Note: On the Collaborate tier, enhancements are limited to information provided.
Tax preparation
Business and individual returns filed and ready for you.
Tax planning & strategy
Quarterly planning sessions and proactive tax strategy throughout the year.
Payroll processing
Processing, filing, and payroll coordination handled for you.
Budgeting & forecasting
Annual budgets and rolling forecasts tied to your actual performance.
Inventory management
Tracking inventory, cost of goods sold, and product-level profitability.
Accounts payable
Bill management, vendor payments, and AP workflow support.
Accounts receivable
Invoicing, collections tracking, and AR follow-up support.
Sales tax support
State filing, nexus tracking, and sales tax compliance.
Receipt management
Expense tracking, receipt capture, and documentation workflow.
1099 preparation
Annual 1099 filing for contractors and vendors.
Accountable Plan Execution and Strategy
An accountable plan helps you keep more of your money by turning everyday business expenses into tax-free reimbursements — simple, compliant, and built to maximize your savings.
Ready to get started?
Schedule a consultation and we'll help you choose the right tier and enhancements for your business.