What's Included in Maintenance?
Full-service oversight for firms processing 50-250 transactions monthly.
Weekly Reconciliations
Constant ledger updates to ensure real-time accuracy.
Payroll Management
Seamless journal entries and compliance reporting.
Monthly Closings
Professional P&L and Balance Sheet delivery by day 5.
Tax Ready Ledgers
Zero-stress year-end with audit-ready documentation.
Platforms We Maintain
The industry standard for scalability and third-party app integration.
- Automated Bank Feeds
- Payroll Integration
- Robust Reporting
Best-in-class cloud-native experience for agencies and tech startups.
- Unlimited Users
- Hubdoc Integration
- Real-time Dashboard
Optimized for service-based businesses with focus on invoicing and time tracking.
- Project Management
- Easy Billing
- Client Portal
A powerful, free alternative for solo entrepreneurs and micro-businesses.
- Basic Bookkeeping
- Receipt Scanning
- No Monthly Fees
End-to-end accounting with deep integration into the Zoho CRM ecosystem.
- Workflow Automation
- Inventory Control
- Customer Portal
Professional grade accounting with strong multi-currency and audit trails.
- Project Costing
- Cash Flow Forecast
- Detailed Audit Logs
Implementation &
Managed Success.
Selecting a package is only 10% of the battle. Our $300 - $600 maintenance fee includes the engineering to ensure your data flows perfectly from day one.
Custom Chart of Accounts
Mapped specifically for your industry benchmarks and tax requirements.
Bank Rule Engineering
Automating up to 80% of transaction coding to eliminate manual entry.
Multi-App Integration
Connecting your accounting package to Stripe, Shopify, or Bill.com seamlessly.
Why Professional Maintenance?
DIY accounting costs small businesses an average of 120 hours per year. Our $300-$600 tier buys that time back for your leadership.
$300+
Cost of Choice
Entry maintenance tier
48h
Onboarding
Speed to deploy certified staff
99.9%
Accuracy
Reconciliation benchmark
24/7
Support
Cloud platform monitoring
The Owner's Security Framework
Standardized security and compliance markers to protect your firm's most sensitive data while scaling globally.
Security Sandboxing
Air-gapped offshore work environments for sensitive data handling.
Verified Authority
All talent undergoes rigorous identity and license verification.
Quality Benchmarks
Triple-layered review process for 99.9% ledger accuracy.
Standardized Flow
Automated mapping to US GAAP, IFRS, and local tax codes.