Bookkeeping Services
- $200/month
- Up to 100 monthly transactions
- One business credit card and one business banking account
- Payroll up to 3 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
- $250/month
- Up to 150 monthly transactions
- One business credit card and one business banking account
- Payroll up to 3 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
- $300/month
- Up to 200 monthly transactions
- Two business credit card and Two business banking account
- Payroll up to 4 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
- $360/month
- Up to 250 monthly transactions
- Two business credit card and Two business banking account
- Payroll up to 5 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
- $400/month
- Up to 300 monthly transactions
- Three business credit card and Three business banking account
- Payroll up to 3 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
X
Bookkeeping services for business of all sizes
- $200/month
- Up to 100 monthly transactions
- One business credit card and one business banking account
- Payroll up to 3 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
- $250/month
- Up to 150 monthly transactions
- One business credit card and one business banking account
- Payroll up to 3 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
- $300/month
- Up to 200 monthly transactions
- Two business credit card and Two business banking account
- Payroll up to 4 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
- $360/month
- Up to 250 monthly transactions
- Two business credit card and Two business banking account
- Payroll up to 5 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
- $400/month
- Up to 300 monthly transactions
- Three business credit card and Three business banking account
- Payroll up to 3 employees (reporting only)
- Standard Financial Reports (incl. BS, P&L, AP/AR)
- Unlimited CPA collaboration
- Dedicated bookkeeping team
- Inventory tracking available with custom quote
X
Business plan review for grants, strategic planning, loans, and capital raises of all sizes
Includes one hour strategy session with Owner Actions team
$300.00
- A full review of your plan through the eyes of a lender or investor
- An assessment of your financial projections and assumptions
- Confirmation of your messaging
- A review of the sustainability of your business strategy
- A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
- Connections to our 480+ business services partner network that offer the resources you may need
$300.00Buy Now
Plans for small businesses in established industries raising less than $500,000
$3,000.00
- A professionally written plan, complete with the financial models you need
- A review of the sustainability of your business strategy
- A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
- Connections to our 480+ business services partner network that offer the resources you may need
$3,000.00Buy Now
Plans for startups raising more than $500,000, companies with a unique business model, or businesses within a highly regulated industry
$6,000.00
- A professionally written plan, complete with the financial models you need
- A review of the sustainability of your business strategy
- A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
- Connections to our 480+ business services partner network that offer the resources you may need
$6,000.00Buy Now
Business plan review for grants, strategic planning, loans, and capital raises of all sizes
Includes one hour strategy session with Owner Actions team
$300.00
- A full review of your plan through the eyes of a lender or investor
- An assessment of your financial projections and assumptions
- Confirmation of your messaging
- A review of the sustainability of your business strategy
- A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
- Connections to our 480+ business services partner network that offer the resources you may need
$300.00Buy Now
Plans for small businesses in established industries raising less than $500,000
$3,000.00
- A professionally written plan, complete with the financial models you need
- A review of the sustainability of your business strategy
- A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
- Connections to our 480+ business services partner network that offer the resources you may need
$3,000.00Buy Now
Plans for startups raising more than $500,000, companies with a unique business model, or businesses within a highly regulated industry
$6,000.00
- A professionally written plan, complete with the financial models you need
- A review of the sustainability of your business strategy
- A discussion of the priorities and areas of focus you can focus on to make your business more appealing to investors, lenders, or partners
- Connections to our 480+ business services partner network that offer the resources you may need
$6,000.00Buy Now
Play Video about Bookkeeping video
Spend more time running your business
Most small businesses spend around 10 hours per month keeping track of their books. Want that time back? Our team of dedicated accounting professionals can take on this work and allow you to focus on higher-value tasks.
Here's how we can help:
We'll track your revenue and expenses, so you can budget and know where your business is going.
We'll help you prep for tax season with CPA-ready financial statements and audit-ready documentation.
We'll learn the ins and outs of your business, making sure your revenue and expenses receive the proper classification and you receive your proper deductions.
We'll calculate your payroll and track accounts receivable and accounts payable to help you monitor your cash flow.
We'll produce detailed monthly reports including profit & loss, balance sheet, accounts receivable and accounts payable. We'll give you a monthly snapshot of the health of your business.
Save money
Bookkeeping plans that fit every budget
Don't miss a deduction
Properly track and document all your deductions
QuickBooks and Xero
Integrated support for Quickbooks and Xero
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Restaurant
HVAC
Apartments
How long is the contract?
You can cancel anytime.
Contracts are monthly, paid in advance on the first of every month.
What if I exceed my monthly transactions?
No problem, you will be billed at your current rate per transactions.
Ex: The 100 transaction per month plan is $2 per transaction. ($200/100 transactions)
Can I upgrade my plan
Yes, you can log into your account and upgrade your plan at any time.
How do you interact with my CPA?
Our partners can work directly with your CPA or tax advisor.
Who controls my data?
You do, your information is stored in your QuickBooks or Xero account.
Who handles the day to day bookkeeping?
We partner with Booxkeeping corporation to provide high quality bookkeeping services for our users.
