Pricing
We make it easy to launch and manage funds with our optimized plans
Accounting Services
Starter
$300+/mo
Bank Reconciliation
Bookkeeping
Expense Coding
Ongoing Support
Receipt Management
Balance Sheet Reconciliations
Dashboard Reporting
Annual Budget
Bank Account Setup
Bill Payment
Cash Management
Forecasting
Standard
$600+/mo
Bank Reconciliation
Bookkeeping
Expense Coding
Ongoing Support
Receipt Management
Balance Sheet Reconciliations
Dashboard Reporting
Annual Budget
Bank Account Setup
Cash Management
Forecasting
Premium
$1000+/mo
Bank Reconciliation
Bookkeeping
Expense Coding
Ongoing Support
Receipt Management
Balance Sheet Reconciliations
Dashboard Reporting
Annual Budget
Bank Account Setup
Bill Payment
Cash Management
Forecasting
Accounting Add-ons
Payroll Services
$100-500/month
Standard Payroll Services
State Payroll Registration
Payroll Setup
People Advisory Services
Fund Accounting & Reporting
$100-500/month
Bank Reconciliation
Expense Coding
Financial Reporting
Ongoing Support
Quarterly Budget to Forecast Review
Premium
$100-500/month
Pipeline Review
Forecasting and KPIs
Financial Performance
Budgeting
Cash Flow Weekly Update
Tax Services
Starter
$650+(One-time)
Filing of Federal and State Business Income Tax Returns
Ongoing Support $125/hr
Quarterly Estimated Taxes Calculation
Filing of 1099s
Sales Tax Filing
Filing of State Annual Reports
R&D Credit Support
Tax Planning Services
Standard
$150+/mo
Filing of Federal and State Business Income Tax Returns
Ongoing Support
Quarterly Estimated Taxes Calculation
Filing of 1099s
Sales Tax Filing
Filing of State Annual Reports
R&D Credit Support
Tax Planning Services
Tax Planning
$200+/mo
Filing of Federal and State Business Income Tax Returns
Ongoing Support
Quarterly Estimated Taxes Calculation
Filing of 1099s
Sales Tax Filing
Filing of State Annual Reports
R&D Credit Support