Standard RetainerAccounting Packages
All programs deliver structured, reliable protection. Every plan secures your operation with integrated bookkeeping, payroll architecture, asset ledger accounting, and precision tax compliance.
Startup Tier
Essential financial frameworks for sole proprietors & early-stage entities.
- Core Bookkeeping (Up to 100 transactions/mo)
- Standard Payroll (Up to 5 team members)
- General Ledger Accounting & Reconciliation
- Dedicated Cloud Document Pipeline Portal Setup
- Quarterly Financial Performance Reviews
Minimal Growth
Complete multi-node execution for businesses scaling monthly throughput.
- Advanced Bookkeeping (Up to 300 transactions/mo)
- Expanded Payroll Framework (Up to 15 team members)
- Proactive Accounting Ledger Adjustments
- Monthly Profit & Loss statements + Cash Flow Sync
- Receipt & Expense Auto-Matching Pipeline Setup
- Unlimited general email consulting access
High Growth
Enterprise-grade advisory matrices for dense, aggressive operations.
- Enterprise Bookkeeping (Up to 750 transactions/mo)
- Complex Payroll Architecture (Up to 50 team members)
- Comprehensive Corporate Multi-Account Ledgering
- Bi-Weekly Fractional CFO advisory alignment meetings
- Customized Key Performance Metric tracking dashboard
- Priority text/phone response loops (Under 2 hours)
- Dedicated controller assignment for manual vendor invoice processing
Questions & Answers
What exactly counts as a 'monthly transaction' item?
A transaction item represents any individual entry clearing your linked financial nodes. This includes separate bank charges, customer payments received via payment channels, credit card expense slips, or manual journal transfers.
Are accounting software engine subscription fees included?
No. Your retainer covers our operational accounting processing, calculation loops, and structural filings. Underlying node engine subscriptions (like QuickBooks Online or Xero licensing fees) are billed straight to your account entity directly by the software vendors.
Can our entity upgrade, downgrade, or cancel the retainer contract?
Yes. Every plan functions on a straightforward monthly retainer cycle. You can transition your framework setting up or down at any baseline point before your next monthly billing processing milestone clears.