Services

Each package is a fixed monthly arrangement. No long-term contract.

Families and households

Household Finance Concierge

Monthly clarity for a busy household

From $149 per month

For a family that wants its spending categorized, its budget kept and a one-page monthly report, without doing the paperwork.

Every transaction on your connected accounts is reviewed and categorized.
We watch your bank connections and let you know if one needs to be reconnected.
Each bank and card account is reconciled to its statement every month.
We flag duplicate subscriptions, price increases, new recurring charges and trials that turned into paid plans. We flag them; you decide what to keep.
Charges that are much larger than usual, or large charges from someone new, are brought to your attention.
We build your budget from your actual spending, keep it current, and compare every month against it.
Every month you receive the Family Financial Pulse: a one-page summary of money in and out, your budget, anything we flagged, and your net worth.
Tax documents are collected into one folder all year, with a list of what is still expected, ready for your tax preparer.
When a transaction needs your input, you get one short list a week that you can answer from your phone.
After year end, your tax preparer receives your statements and supporting detail in one package.
Covers up to 3 bank and card accounts and about 150 transactions a month.

Household Wealth

The whole financial picture, every month

From $299 per month

Concierge plus every account, a net-worth tracker with the source and date of every figure, and a monthly review call.

Every transaction on your connected accounts is reviewed and categorized.
We watch your bank connections and let you know if one needs to be reconnected.
Each bank and card account is reconciled to its statement every month.
We flag duplicate subscriptions, price increases, new recurring charges and trials that turned into paid plans. We flag them; you decide what to keep.
Charges that are much larger than usual, or large charges from someone new, are brought to your attention.
We build your budget from your actual spending, keep it current, and compare every month against it.
We track what you own and what you owe, with the date and source of every figure, so you can see your net worth move month to month.
Each month we walk through your Pulse with you on a short call.
Every month you receive the Family Financial Pulse, including your net worth and how it moved.
Tax documents are collected into one folder all year, with a list of what is still expected, ready for your tax preparer.
When a transaction needs your input, you get one short list a week that you can answer from your phone.
After year end, your tax preparer receives your statements and supporting detail in one package.
Covers about 400 transactions a month.

Clubs, Scout units and volunteer groups

Club & Unit Treasurer

Scout units, PTAs, booster clubs, HOAs and other volunteer groups

From $75 per month

The treasurer's side of a volunteer organization: every transaction categorized, the account reconciled, and a one-page Treasurer's Report ready for each committee meeting, with the program-year budget, fundraiser results and member balances.

Every transaction on your connected accounts is reviewed and categorized.
We watch your bank connections and let you know if one needs to be reconnected.
Each bank and card account is reconciled to its statement every month.
Charges that are much larger than usual, or large charges from someone new, are brought to your attention.
We build your budget from your actual spending, keep it current, and compare every month against it.
The Treasurer's Report is ready before each monthly committee meeting.
Every month the committee receives the Treasurer's Report: cash on hand, money in and out by category, the program-year budget against actual, fundraiser results and member account balances.
After year end, your tax preparer receives your statements and supporting detail in one package.
Covers up to 2 bank and card accounts and about 80 transactions a month.

Nonprofits

Nonprofit Bookkeeping

Charities, churches, foundations and associations

From $400 per month

Monthly bookkeeping for a nonprofit: gifts and grants recorded, restricted money tracked, spending kept in its program, management and fundraising columns, and a board-ready Nonprofit Pulse every month.

Every transaction on your connected accounts is reviewed and categorized.
We watch your bank connections and let you know if one needs to be reconnected.
Each bank and card account is reconciled to its statement every month.
Charges that are much larger than usual, or large charges from someone new, are brought to your attention.
We build your budget from your actual spending, keep it current, and compare every month against it.
The Nonprofit Pulse is ready before each board or finance committee meeting.
Every month the board receives the Nonprofit Pulse: support and revenue, spending by program, management and fundraising, restricted funds, net assets and the budget.
After year end, your tax preparer receives your statements and supporting detail in one package.
Covers up to 5 bank and card accounts and about 250 transactions a month.

Small businesses

Small

Growing service businesses

From $500 per month

Weekly categorization and a monthly close with a commentary report.

Every transaction on your connected accounts is reviewed and categorized.
We watch your bank connections and let you know if one needs to be reconnected.
Each bank and card account is reconciled to its statement every month.
We flag duplicate subscriptions, price increases, new recurring charges and trials that turned into paid plans. We flag them; you decide what to keep.
Charges that are much larger than usual, or large charges from someone new, are brought to your attention.
You are reminded two weeks before each quarterly estimated-tax payment is due.
Every month you receive the Business Pulse: results, cash, receivables and payables, the biggest changes, and our commentary.
When a transaction needs your input, you get one short list a week that you can answer from your phone.
After year end, your tax preparer receives your statements and supporting detail in one package.
Covers up to 5 bank and card accounts and about 150 transactions a month.

Growing

Busier businesses that run on a budget

From $900 per month

Weekly categorization, a mid-month check, and a monthly close measured against the budget.

Every transaction on your connected accounts is reviewed and categorized.
We watch your bank connections and let you know if one needs to be reconnected.
Each bank and card account is reconciled to its statement every month.
We flag duplicate subscriptions, price increases, new recurring charges and trials that turned into paid plans. We flag them; you decide what to keep.
Charges that are much larger than usual, or large charges from someone new, are brought to your attention.
You are reminded two weeks before each quarterly estimated-tax payment is due.
We build your budget from your actual spending, keep it current, and compare every month against it.
Mid-month we check that the books are current, so the close has no surprises.
Every month you receive the Business Pulse with results against your budget and our commentary.
When a transaction needs your input, you get one short list a week that you can answer from your phone.
After year end, your tax preparer receives your statements and supporting detail in one package.
Covers up to 10 bank and card accounts and about 400 transactions a month.

Prices are a starting point; we confirm yours after a short conversation about your accounts.