01Ongoing support
Bookkeeping & Accounting
Reliable records, organized accounts, and a clearer picture of your business.
services
Our services
Practical support for your books, taxes, and business obligations. Find the right starting point.
EXPLORE BY NEED
Find the right support.
Choose a group, or search across the full catalogue.
16 service categories
Explore 15 services
02Project support
Accounting Software & Automation
Accounting tools and processes that fit the way you work.
Included services
03Ongoing support
Controller & Virtual CFO
Ongoing oversight, practical forecasts, and financial decision support.
Included services
04Project support
Individual Tax Services
Organized tax preparation for employees, independent professionals, and investors.
Included services
05Project support
Business Tax Services
Tax preparation and planning tailored to your entity and its activities.
Included services
06Ongoing support
Payroll & Contractor Compliance
Coordinated payroll administration and year-end information reporting.
Included services
07Project support
Sales Tax & State Compliance
Understand your obligations and coordinate the registrations and filings you need.
Included services
08Project support
Business Formation & Registrations
Formation, registration, and ongoing entity filing coordination.
Included services
09Project support
India–US Individual Tax
Tax compliance in both countries, with coordinated filing support and assessment of double-taxation relief.
Included services
10Project support
Foreign-Owned US Businesses
Accounting, reporting, and filing coordination for foreign-owned US businesses.
Included services
11Project support
Tax Notices & Resolution
Review the issue, gather the records, and coordinate a considered response.
Included services
12Ongoing support
Nonprofit Accounting & Compliance
Organized financial records and coordinated reporting for nonprofit organizations.
Included services
13Project support
Trust, Estate & Real Estate Tax
Specialist-coordinated tax and accounting work for property, trusts, and estates.
Included services
14Project support
Transactions & Specialist Finance
Financial analysis and specialist coordination for transactions and growth.
Included services
15Project support
Audit, Assurance & Legal Coordination
Your team coordinates records, timelines, and communication with the responsible specialist.
Included services
16Ongoing support
Managed Compliance
A coordinated calendar and a dedicated contact for recurring compliance work.
Included services
A BETTER START, TOGETHER
Launch your company. Start with clear books.
Formation and accounting in one package, with routine setup on us.
Company Launch + Essentials
For new founders starting with straightforward books.
$898.00formation + first bookkeeping month
Then $399.00/month, billed automatically. Cancel future renewal in your portal.
- Formation coordination for one US LLC in one supported state
- EIN assistance and an initial compliance checklist
- First month of bookkeeping for one entity: up to 100 bank/card transaction lines across 2 accounts
- Routine bookkeeping setup included
Government, registered agent and software fees are additional. Additional billables require your approval.
Company Launch + Growth
For new businesses expecting more transactions and regular reporting.
$1,148.00formation + first bookkeeping month
Then $649.00/month, billed automatically. Cancel future renewal in your portal.
- Formation coordination for one US LLC in one supported state
- EIN assistance and an initial compliance checklist
- First month of bookkeeping for one entity: up to 250 bank/card transaction lines across 4 accounts
- Routine bookkeeping setup included
Government, registered agent and software fees are additional. Additional billables require your approval.
YOUR NEXT STEPLet’s bring clarity
Let’s bring clarity
to your next chapter.
Not sure where to begin?
We’ll help you find the right service.