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
- Tax Compliance (Annual State & Federal Filings)
- 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
- Tax Compliance & Q-Filing Strategic Planning
- 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
- Tax Compliance, Multi-State Filings & Asset Protection
- 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
Review these foundational pipeline clearings immediately before initializing contract items.
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. If you exceed your cap momentarily, your portal scales dynamically rather than locking you out.
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. There are zero exit barriers or multi-year lockdown agreements.
How do we transmit document pipelines and expense receipts to you?
As soon as your package initializes, our server deploys your dedicated client dashboard environment. You simply drop documents via scanner uploads, email forwarding feeds, or image snaps directly into your secure cloud storage bin node. We extract data continuously from there.
What if none of these standard retainers match our exact operational setup?
If you run multiple subsidiaries, dense transaction volume spikes, or require highly bespoke conditions, use our Interactive Service Configurator. It allows you to drag custom sliders to select your exact corporate constraints to instantly build a tailored package.
Still running variable configuration parameters?
Don't manually guess or email your operational edge cases. Use our automated builder component matrix to adjust sliders and lock down custom system conditions instantly.
Configure Custom Conditions