Keeping your books organized, payroll on time, and finances crystal clear.
Our Packages
1. Hummingbird
Light and seasonal — ideal for businesses with low activity and minimal payroll needs.
Includes:
Reconciliation of up to 3 accounts
Categorization of up to 50 transactions/month
Quarterly financial reports (P&L, Balance Sheet)
Quarterly check-in call (30 minutes)
Email support (response within 72 hours)
Billed quarterly. Designed for businesses with fewer than 50 transactions per month.
2. Robin
For growing businesses ready to level up with steady support.
Includes everything in Hummingbird, plus:
Reconciliation of up to 4 accounts
Categorization of up to 200 transactions/month
Payroll processing and tax set up for up to 5 employees
Basic A/R and A/P tracking
Quarterly check-ins and tax-time support
Email / Phone support (response within 48 hours)
3. Heron
Graceful, strategic, and built for businesses that need deeper financial insight.
Includes everything in Robin, plus:
Unlimited account reconciliation and transactions
Custom transaction mapping and financial reporting
Payroll processing and tax set up for up to 10 employees
Monthly strategy session (30 minutes) and tax-time support
Priority support (phone or email, same-day response)
HR/payroll onboarding and admin
Add- On Services
QuickBooks Cleanup / Historical Catch-Up
QuickBooks Online Training
Third Party App Integration and COA Mapping
Payroll processing
HR/Payroll Onboarding and Support
QBO Migration from Desktop and training