Most Popular
If billed annually
Up to 100K in monthly expenses
Everything in Starter
Dedicated bookkeeping team
Monthly financial review meetings
Unlimited bank/credit accounts
Priority slack channel support
If billed annually
Up to 100K in monthly expenses
Everything in Business
Unlimited income tax advisory
Annual income tax filing for businesses
Annual income tax filing for individuals
Monthly bookkeeping
Dedicated bookkeeper
P&L, balance sheet, & cash flow statements
Email support
If billed annually
Up to 10K in monthly expenses
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Starter | Business | Business Plus | |
---|---|---|---|
Xero bookkeeping software | ✔ | ✔ | ✔ |
Secure client portal | ✔ | ✔ | ✔ |
Dedicated bookkeeping tem | ✔ | ✔ | ✔ |
Monthly bookkeeping | ✔ | ✔ | ✔ |
Monthly financial package | ✔ | ✔ | ✔ |
Email support | ✔ | ✔ | ✔ |
Monthly financial review meetings | ✔ | ✔ | |
Unlimited slack communication & priority support | ✔ | ✔ | |
Custom chart of accounts | ✔ | ✔ | |
Send quotes and invoices | ✔ | ✔ | |
Enter bill payments | ✔ | ✔ | |
Special project tracking | ✔ | ✔ | |
Expense reimbursements w/ Hubdoc | ✔ | ✔ | |
Custom reporting and expedited delivery | ✔ | ✔ | |
Multiple currencies | ✔ | ✔ | |
Unlimited tax advisory | ✔ | ||
Annual tax filing for businesses and individuals | ✔ |