Bookkeeping Packages
Bookkeeping packages that are right for your business
Not sure which package is right for you? Compare features below — or schedule a free discovery call and we’ll help you find the right fit.
| Feature | Foundation Solo & Freelancers |
Launch Outgrown DIY |
Growth Full Oversight |
Expansion High Frequency |
|---|---|---|---|---|
| Reconciliation | ||||
| Bank & credit card reconciliation | ✓ | ✓ | ✓ | ✓ |
| Accounts included | Up to 2 | Unlimited | Unlimited | Unlimited |
| Loan statement reconciliation | — | ✓ | ✓ | ✓ |
| Invoice reconciliation | — | Up to 50/mo | Up to 100/mo | Up to 100/mo |
| Bookkeeping Services | ||||
| Data feed maintenance | — | ✓ | ✓ | ✓ |
| Paperless payables | — | — | ✓ | ✓ |
| Expense tracking | — | — | ✓ | ✓ |
| Accounts receivable review | — | — | ✓ | ✓ |
| Update frequency | Monthly | Bi-weekly | Bi-weekly | Multiple times/week |
| Reporting | ||||
| Financial reports | — | — | Quarterly | Monthly |
| Reports included | — | — | Balance Sheet, P&L, Cash Flow, AR & AP | Balance Sheet, P&L, Cash Flow, AR & AP |
| Training videos & emails | — | — | — | ✓ |
| Support | ||||
| Email support response time | 72 hours | 48 hours | 24 hours | 24 hours |
| Phone & Zoom support | — | — | 60 min as needed | 60 min as needed |
| Year-end & CPA coordination | ✓ | ✓ | ✓ | ✓ |
| 1099 filings included | — | — | 3 included | 5 included |
| Add-Ons Available | ||||
| Reporting & Advisory | — | — | ✓ | ✓ |
| Budget Creation & Monitoring | ✓ | ✓ | ✓ | ✓ |
| Adaptive Build AI | — | — | — | ✓ |
Specialized Packages for Contractors
Built around how construction businesses actually work — not how generic software thinks they do.
Project Level
Up to 4 Active Jobs- Job cost tracking and project expense monitoring
- Project profitability review by job
- Subcontractor payment tracking
- COI monitoring with automated renewal requests
- Monthly financial reports
- 5 x 1099 filings included
- Year-end support and CPA coordination
- 60-minute phone/Zoom support as needed
Adaptive Build AI and Advisory available as add-ons.
SCHEDULE A DISCOVERY CALLMulti-Project
5 or More Active Jobs- Everything in Project Level, plus:
- Higher complexity across your full project portfolio
- Job cost tracking across all simultaneous active jobs
- Project profitability review across entire portfolio
- COI monitoring across all active subcontractors
- Monthly financial reports across full project portfolio
- 5 x 1099 filings included
- Year-end support and CPA coordination
Adaptive Build AI and Advisory available as add-ons.
SCHEDULE A DISCOVERY CALL