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Accounting
Services

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Startup

package


  • Standardized chart of accounts
  • Monthly bank reconciliation
  • Monthly standard reports
  • Dedicated accounting manager
  • Email support (phone support
    is available but billable)
  • Annual planning call with
    Accounting Manager

$350monthly fee

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Seed

package


  • Startup Plan +
  • Weekly bank reconciliation
  • Unlimited transactions / mo
  • Enhanced monthly reporting
    package
  • AP/AR reconciliation
  • Quarterly planning call with
    Accounting Manager

$550monthly fee

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Series A

package


  • Seed Package +
  • Weekly cash position reporting
  • Customized monthly reporting package
  • Accounts payable management (bill pay, etc)
  • Phone & Email support included
  • Monthly planning call with
    Accounting Manager

$750monthly fee

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Growth

package


  • Growth Package +
  • Highly customized reporting
    package with investor inputs
  • CoEfficient View interactive
    dashboard
  • Payroll services

$1.500monthly fee

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services include

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QBO+Electronic
content management

QBO+ECM+Bill.com

Hosted QB Premier+
ECM+Bill.com

Hosted QB Premier
or QB Enterprise + ECM
+Bill.com

Request A Consultation

Accounting Packages

To Fit Your Stage

  • The capability of a corporate accounting team at the scale of a small business
  • Actionable financial and managerial reporting
  • Audit-ready document management
  • Capabilities and breadth of the platform develop as the company matures
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