No matter the size of your business, you get the first 14 days completely free.
When you subscribe to our service, your monthly bookkeeping fee is based on your expected annualized gross receipts, calculated based on the period you see during the trial -i.e., the onboarding month + full two months back. For example, if you onboard on June 15, the period available for you during the free trial starts on April 1. If your gross receipts for April 1-June 15 are $75,000, your monthly bookkeeping fee is based on annualized gross receipts of $365K (= $75K divided by 75 days available during the trial period multiplied by 365 days in a year).
Once subscribed, your monthly bookkeeping fee will be recalculated at the beginning of each quarter. This will be based on your expected annualized gross receipts, calculated based on the year-to-date period, i.e. from January 1. For example, on September 30, if your year-to-date gross receipts are $300,000, your bookkeeping monthly fee is based on annualized gross receipts of $405K (= $300K divided by 270 days in the current year multiplied by 365 days in a year).
You can also add our Tax Plan and get all your accounting in one place!
The monthly fee for tax services is also based on your expected annualized gross receipts for the current year determined the same way as your bookkeeping subscription. Since our tax services always cover the full taxable year (for example, 1099-NEC filing services and Federal & State income tax filing services cover the full taxable year), the monthly tax service fee applies to all 12 months of the tax year. In other words, if you join during the year, you'll be charged for previous months starting January.