Fair questions, straight answers.

A named bookkeeper reviews the work, signs off your monthly close and answers questions about the numbers. You have a person who knows your business.

No. AI prepares transaction categories and flags items for review. Your bookkeeper resolves exceptions, verifies reconciliations and approves the completed close.

It supports categorization, transaction matching, reconciliation preparation and checks for unusual activity. It also helps keep reporting current from connected records.

Your bookkeeper investigates exceptions, handles transactions that need context, verifies reconciliations and reviews the month before closing. They also explain the results and answer your questions.

Your bookkeeper investigates flagged or uncertain entries, makes the correction and reviews its effect on the accounts. The monthly close includes reconciliation and sign-off.

Foundation is $399 per month for up to 150 transactions, with categorization, reconciliation, a monthly P&L and balance sheet. Growth is $650 for up to 300 transactions and adds A/P and A/R tracking plus a quarterly one-hour strategy call. Strategy is $1,000 for up to 500 transactions and adds a monthly strategy call, annual budget and forecasting, annual tax filing and tax strategy planning, a dedicated advisor and guaranteed priority response. Prices are per calendar month. Custom plans are available.

Start with your monthly transaction volume and the support you need. Foundation covers up to 150 transactions, Growth up to 300 and Strategy up to 500. Growth adds payables and receivables tracking and quarterly strategy calls. Strategy adds monthly calls, annual budget and forecasting, annual tax filing and tax strategy planning, a dedicated advisor and priority response. We confirm the fit during your free review.

Yes. We discuss your requirements during the free 30-minute review and prepare a scope and quote.

Catch-up and cleanup are quoted separately as a one-time project. Your proposal distinguishes that work from the ongoing monthly service.

Your plan covers the stated bookkeeping and reporting work, expert review and support. Technology assists with transaction processing, while your bookkeeper remains accountable for the close.

Data is encrypted in transit and at rest. Access is limited to the people assigned to your account and the work they need to perform. Bank transaction feeds are read-only.

Your assigned bookkeeper and any reviewer or tax preparer needed for the engagement. Access is granted for that work and removed when it is no longer required.

We do not sell client data. We share information only where needed to deliver the service, including required payroll or tax filings.

Yes. The tools used in the workflow must meet the same requirements for access, encryption and use of client data as the rest of the service.

We arrange a secure sharing method during onboarding. Bank and card activity connects through read-only feeds. Use the agreed document channel for statements, receipts and notices.

We review your accounting file and agree on a handover month. Your existing provider completes their final period, and we take responsibility from the next. Any missing periods are scoped as catch-up work.

We identify the last completed period and assign responsibility for each month that follows. Any unfinished months are included in the transition plan and quoted where catch-up is needed.

Yes. We assess the backlog, quote the catch-up as a separate project and agree on a timeline for moving into monthly service.

No. The initial review is free and carries no commitment. If you decide to switch, we agree on access, the last closed period and a handover plan first.

Bookkeeping records and reconciles financial activity. Accounting uses those records for reporting, tax preparation and advice. Current books give each of those activities a reliable starting point.

Yes. Tax preparation is a FigureWise service. Annual tax filing and annual tax strategy planning are included in the Strategy plan. Other tax engagements are scoped and quoted separately.

Complete records help your preparer review income, identify relevant expenses and support the amounts reported. The tax outcome depends on your business and circumstances, so we do not promise a savings figure.

Yes. Payroll service includes associated tax filings. Contractor payments are tracked through the year so year-end information filings can be prepared from the records.

We help identify the records requested and assemble the supporting documentation, working with your representative where needed. Matters beyond the agreed scope are referred to appropriate specialist support.