Simple Packages. Senior-Level Expertise.
All packages are significantly more cost-effective than local hires — without sacrificing quality. Choose a plan that fits your business today and scale as you grow.
📌 These packages apply to US clients only. For more accurate pricing, please visit the service page for your country.
- Monthly bookkeeping (up to 150 transactions)
- Bank & credit card reconciliation
- Monthly P&L and Balance Sheet
- QuickBooks or Xero management
- Email support during business hours
- Payroll processing
- AR / AP tracking
- CFO or Controller service
- Monthly bookkeeping (up to 5 bank accounts)
- Bank & credit card reconciliation
- Monthly P&L, Balance Sheet & Cash Flow
- QuickBooks or Xero management
- Priority email & video call support
- Payroll processing (up to 20 employees)
- AR / AP tracking & aging reports
- CFO or Controller service
- Monthly bookkeeping (unlimited transactions)
- Bank & credit card reconciliation
- Full monthly financial reporting package
- Multi-software management
- Priority email & video call support
- Payroll processing (unlimited employees)
- AR / AP tracking & aging reports
- CFO or Controller service
- Monthly bookkeeping (up to 150 transactions)
- Bank & credit card reconciliation
- Monthly P&L and Balance Sheet
- Restricted & unrestricted fund tracking
- Email support during business hours
- Payroll processing
- 990 filing
- CFO or Controller service
- Monthly bookkeeping (up to 5 bank accounts)
- Bank & credit card reconciliation
- Monthly P&L, Balance Sheet & Cash Flow
- Restricted & unrestricted fund tracking
- Priority email & video call support
- Payroll processing (up to 20 employees)
- 990N, 990-EZ, or full 990 filing
- CFO or Controller service
- Monthly bookkeeping (unlimited transactions)
- Bank & credit card reconciliation
- Full monthly financial reporting package
- Restricted & unrestricted fund tracking
- Priority email & video call support
- Payroll processing (unlimited employees)
- 990N, 990-EZ, or full 990 filing
- CFO or Controller service
Everything Side by Side
See exactly what's included in each package.
| Feature | Essentials | Growth | Enterprise |
|---|---|---|---|
| Monthly bookkeeping | ✓Up to 150 txn | ✓Unlimited | ✓Unlimited |
| Bank & card reconciliation | ✓ | ✓ | ✓ |
| Monthly P&L & Balance Sheet | ✓ | ✓ | ✓ |
| Cash Flow Statement | — | ✓ | ✓ |
| Payroll processing | — | ✓Up to 20 employees | ✓Unlimited |
| AR / AP tracking | — | ✓ | ✓ |
| Aging reports | — | ✓ | ✓ |
| CFO / Controller service | — | — | ✓ |
| Budget & forecasting | — | — | ✓ |
| Custom KPI dashboards | — | — | ✓ |
| Dedicated account manager | — | — | ✓ |
| Email support | ✓ | ✓ | ✓ |
| Video call support | — | ✓ | ✓ |
Available with Any Plan
Ask us about bundling add-ons with your package.
Chart of Accounts Setup
Properly structured COA built for your industry and accounting software.
Bookkeeping Cleanup
Bring messy or overdue books current — one-time project, flat fee.
1099 Filing
1099-NEC and 1099-MISC for all independent contractors and vendors.
Common Questions
Do you serve clients outside the Philippines?
Yes — we serve clients in the US, Canada, UK, Australia, and the Philippines. Our team is fluent in the accounting standards and tax requirements of each country.
How do I share my financial data securely?
We connect directly to your QuickBooks, Xero, or other accounting software. No sensitive data is emailed. We also use encrypted file-sharing platforms for documents.
Can I change plans later?
Absolutely. As your business grows, you can upgrade your package at any time. We'll handle the transition seamlessly.
What if I'm behind on my books?
We offer a Bookkeeping Cleanup service as a standalone project to bring your records current before starting a monthly plan.
Do you offer nonprofit-specific packages?
Yes. Our team specializes in nonprofit accounting — fund tracking, donor management, 990 filing, and grant reporting. Ask us about nonprofit-specific pricing.