Basic
For 1099 workers, startups, hobby businesses, and low-transaction creators who want to stay hands-on.
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- ✓Monthly bank & credit card reconciliation
- ✓Loan and line-of-credit reconciliation
- ✓Transaction categorization and clean, tax-ready books
- ✓Quarterly financial reports (P&L, balance sheet)
- ✓Quarterly sales & use tax filings (WA B&O, Idaho, and multi-state where relevant)
- ✓Dedicated email support (2 business days)
Standard
For small businesses ready to offload routine work.
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Everything in Basic, plus
- ✓Accounts payable & bill-pay management
- ✓Accounts receivable, invoicing & collections follow-up
- ✓Monthly financial reports
- ✓Managed month-end close
- ✓Year-end adjustments & 1099 filings
- ✓CPA liaison / tax-ready handoff at year-end
- ✓Quarterly advisory emails
- ✓Dedicated SMS support (1 business day)
Most popular
Premium
For growing service businesses needing comprehensive support.
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Everything in Standard, plus
- ✓Payroll processing (1–10 employees), including payroll tax deposits & filings and WA L&I workers' comp reporting
- ✓Inventory tracking
- ✓Job costing & project profitability reporting
- ✓Management dashboards & KPI reporting
- ✓Annual tax return prep (personal & business)
- ✓Monthly advisory emails (upgradable to video)
- ✓Year-end W-2 & 1099 filings
Concierge
For established businesses wanting a strategic partner.
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Everything in Premium, plus
- ✓Annual tax planning consultation
- ✓Cash flow forecasting & budgeting (including budget-vs-actual)
- ✓Pricing, margin & benchmarking analysis / periodic business performance reviews
- ✓Fractional controller or CFO services
- ✓Worker classification (W-2 vs 1099) guidance
- ✓Compliance audits & IRS representation
- ✓Monthly video advisory calls (recorded)
For non-profits
Steward
For small and all-volunteer non-profits that need clean fund accounting and board-ready books.
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- ✓Monthly reconciliations, categorization, and tax-ready books
- ✓Fund accounting setup in QBO or Odoo (restricted vs. unrestricted net assets)
- ✓Restricted vs. unrestricted net asset tracking
- ✓Basic grant tracking
- ✓Monthly financial reports formatted for a board
- ✓Quarterly board financial package & treasurer support
- ✓Form 990-N / 990-EZ prep or coordination
- ✓Charitable solicitation registration & annual renewal (WA, ID, or OR)
- ✓Nonprofit annual report filing
- ✓Dedicated email support (2 business days)
For non-profits
Steward Plus
For staffed, grant-heavy, or federally funded organizations.
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Everything in Steward, plus
- ✓Multi-grant tracking with funder-ready reporting and restricted fund release schedules
- ✓Functional expense allocation (program / admin / fundraising)
- ✓Budget-to-actual by program and by grant
- ✓Statement of Activities & Statement of Functional Expenses
- ✓Monthly board financial packages & finance committee prep
- ✓Payroll for staff, plus W-2 & 1099 filings
- ✓Full Form 990 prep or coordination
- ✓Annual audit / financial review prep and auditor liaison
- ✓Cost allocation plan / indirect cost rate support (for federally funded orgs)
- ✓Cash reserve & cash flow planning
- ✓Monthly video advisory calls (recorded)
À La Carte Services
Standalone projects, no plan required — available to for-profit and non-profit clients alike.
One-time bookkeeping / QBO or Odoo setup & chart-of-accounts design
Software migration (to QuickBooks Online or Odoo)
Historical cleanup / catch-up engagements
Odoo implementation (inventory, product & manufacturing businesses)
App-stack integration (payments, POS, expense capture, time tracking, inventory)
Process documentation & AP/AR workflow automation
Staff training on day-to-day entry
Hourly consultation
Standalone tax return preparation
Fund accounting / grant setup (one-time non-profit project)
Custom projects