Four orderly sets of papers prepared for a monthly review

Package · Pricing

Essentials+

Essentials plus automated receipt chasing, our monthly reporting suite and a quarterly strategy meeting with a CFO.

Starting at · Up to 100 transactions$1,200a month

What it covers

Essentials + automated chasing of up to 50 missing receipts and bills through the Backline system, the Backline reporting suite (management P&L and balance sheet, AP/AR aging and a 13-week cash outlook in one monthly pack, walked through in the 30-minute monthly call), and a 60-minute strategy meeting with a CFO each quarter.

Not included

Human document follow-up, bill payment, invoicing and collections; payroll and HR; weekly cash-forecast maintenance; custom KPI design; tax returns; historical cleanup.

The saving

$100 less than buying the parts one by one, 8% off at up to 100 transactions a month.

What’s Inside. 4 services.

Monthly Bookkeeping
Automated Document Chasing
Backline Reporting Suite
Quarterly CFO Strategy Session each quarter

One Package. Priced By Volume.

^* A transaction is a bank or card line a person reviews. Lines your bank rules clear on their own don’t count. Each level includes 3, 5 or 8 bank and card accounts. We count from your bank feeds each month and talk with you before anything changes.

The Four Packages

Every service and price

Essentials$550 a monthMonthly bookkeeping, close and financial statements, with a 30-minute review call each month.Essentials+$1,200 a monthEssentials plus automated receipt chasing, our monthly reporting suite and a quarterly strategy meeting with a CFO.Complete Books$2,450 a monthEssentials plus your bills, payments, invoicing and collections handled for you.Complete Back Office$3,775 a monthComplete Books plus payroll, timecards and routine HR administration.