A package built around your books
No long contracts and no surprise invoices. Every engagement is quoted after a short call, once we have seen your volume and complexity — so you pay for the scope you actually need, and the number does not move.
Choose your plan.
Every business is different. Our engagements are structured around your transaction volume, accounting complexity, systems and reporting requirements — the tiers below are a starting point.
Starter
- Monthly bookkeeping and reconciliation, every month without chasing
- Bank & credit-card reconciliation
- Monthly P&L + Balance Sheet
- A 30-minute one-to-one review every month
- QuickBooks or Xero set up and kept current
- Email support, answered within one business day
Growth
- Everything in Starter, plus:
- Your business tax return prepared and filed
- Payroll for up to 5 employees
- Monthly cash flow statement
- Quarterly performance review — margins, trends, what to fix
- Accounts payable & receivable
- Reach us on a call, same business day
Scale
- Everything in Growth, plus:
- Fractional CFO — rolling 12-month cash flow forecast
- Monthly CFO session: pricing, margin, runway, hiring
- Margin by product and channel, and unit economics
- Multi-channel reconciliation — Shopify, Amazon, Stripe, PayPal
- Inventory & COGS handled properly
- Payroll up to 15 · priority same-day support
Final scope and pricing are confirmed after a short consultation and set out in your engagement letter. A one-time onboarding fee may apply for cleanup of backlogged books. Larger or more complex businesses — book a consultation for a tailored proposal.
Every plan includes the Cloud Accountants difference.
Modern, cloud-based service — not the old way of doing books.
What you receive, every month.
No chasing and no surprises — a consistent package of reporting and support, delivered on a reliable schedule, so you always know exactly where your business stands.
Book a ConsultationTools we work with.
The stack we work in every day — whatever you already use, reconciled into QuickBooks or Xero so your numbers all live in one place.
Bill.comDext
Bill.comDextUsing something else? We almost certainly work with it — just ask.
Great benefits from us.
Accurate books, clear reporting and proactive support — so you always know where your business stands.
Cloud Accountants
- Cloud-based bookkeeping with real-time access
- Monthly reconciliations for accurate records
- Automated payroll with digital compliance
- Online sales tax & federal e-filing
- Cloud budgeting and cash-flow planning
- AP/AR management through digital workflows
- QuickBooks Online and Xero setup support
- Monthly meetings to review progress
Other accountancy agencies
- Traditional systems with limited online access
- Irregular reconciliations and manual updates
- Basic payroll without automation
- Slow tax processes with higher filing costs
- No cloud-based planning or real-time tools
- Manual AP/AR handling causing delays
- Outdated software lacking integrations
- No monthly reviews and higher pricing
Get a free, no-obligation quote.
Tell us a little about your business and we'll get back to you within one business day with the right plan and price.
- Free 30-minute consultation
- No long contracts — cancel anytime
- Reply within 1 business day
Not sure which plan fits?
Book a free consultation and we'll recommend the right plan and give you an exact quote.