Tax-Ready Books
Every Month
No cleanup fees. No February surprises. Just financials your tax practitioner can trust.
Services
Choose the plan that fits your business needs
Foundation
Ideal for small businesses and nonprofits establishing financial systems
Financial Management
- Monthly bookkeeping & financial reports
- Chart of accounts setup & optimization
- Budget tracking & variance analysis
Specialized Services
- Monthly financial statement preparation
- Process documentation
Most Popular
Growth
Ideal for organizations managing complex operations and needing deeper expertise
Financial Management
- Everything in Foundation
- Cash flow forecasting
- Custom financial dashboards
Specialized Services
- Multi-entity or multi-grant cost allocation
- Advanced reporting & analytics
- Audit preparation support
- Compliance documentation
Automation
- Custom allocation templates
- Automated reporting workflows
Strategic
Ideal for organizations with complex financial needs and growth objectives
Financial Management
- Everything in Growth
- CFO-level strategic planning
- Custom financial modeling
Specialized Services
- Unlimited cost allocation (grants, projects, entities)
- Complex compliance management
- Full audit support
Automation
- Fully custom financial systems
- Platform integration & optimization
- Custom process automation