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
You handle the bookkeeping internally and complete your own monthly close. You then send us your completed books. We do a thorough quality-control review — checking for issues, anomalies, and anything that needs attention — and deliver a detailed findings report with feedback and recommendations.
- 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
We handle the monthly bookkeeping and accounting — transaction categorization, reconciliations, month-end adjustments, and financial reporting. You receive clean, accurate financials every month without managing any of the process.
- 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
- Quarterly review meetings
Tier 3
Concierge
Everything in Core, with faster turnaround, more frequent touchpoints, and a higher-touch approach for businesses that want a more proactive, hands-on financial partnership.
- Everything in Core
- Financial statements delivered within 7 days of month end
- Email support, 1 business day response time
- Monthly review meetings
- Customized financial reports
Add enhancements as needed
Add services to your Fundamentals engagement as needed. Most enhancements are available to Core and Concierge clients. Some are available to Collaborate clients after we've confirmed their books are accurate enough to support that work — these are marked below.
Tax preparation
Business and individual returns filed and ready for you.
ALL TIERS — COLLABORATE AFTER REVIEWTax planning & strategy
Quarterly planning sessions and proactive tax strategy throughout the year.
ALL TIERS — COLLABORATE AFTER REVIEWPayroll processing
Processing, filing, and payroll coordination handled for you.
CORE & CONCIERGEBudgeting & forecasting
Annual budgets and rolling forecasts tied to your actual performance.
CORE & CONCIERGEInventory management
Tracking inventory, cost of goods sold, and product-level profitability.
CORE & CONCIERGEAccounts payable
Bill management, vendor payments, and AP workflow support.
CORE & CONCIERGEAccounts receivable
Invoicing, collections tracking, and AR follow-up support.
CORE & CONCIERGESales tax support
State filing, nexus tracking, and sales tax compliance.
CORE & CONCIERGEReceipt management
Expense tracking, receipt capture, and documentation workflow.
CORE & CONCIERGE1099 preparation
Annual 1099 filing for contractors and vendors.
CORE & CONCIERGEReady to get started?
Schedule a consultation and we'll help you choose the right tier and enhancements for your business.
Request a Financial Clarity Assessment →