Prices
Fixed monthly plans and add-ons from their pricing page.
Base$500/moAccounting only; QuickBooks Online included
Summit$1,000/moAccounting plus annual federal and state tax filing
Peak$1,500/moAccounting, tax and 60 min of partner advisory a month
Vista$1,000/moAdvisory only, for businesses with an accounting team
Sales tax$100/moAdd-on: registration, tracking and filing
Confirm the price with them before you buy.
How they work
From their pricing page and homepage FAQ.
10th business daymonthly books closed and reports delivered
5 business daysto onboard for most teams
No setup feehistorical cleanup quoted separately; 10% off paying yearly
60 minutesof partner video advisory a month on Peak and Vista
Steps: Intro call, a 30-minute kickoff to connect your accounts, then monthly categorization, reconciliation and a reviewed close package. Tax filing is delivered by Laya, SPA Associates LLC or another authorized provider named in the engagement letter.
Who they work with
From their website and portfolio.
Industries
StartupsMarketing agencies4–6 weeksfor a 60-second video
50 / 50paid up front, then on completion
2 revisionsat every stage
Source filesincluded as standard
