Curated plans for every stage of your business.
Starter
99$Every monthFor the beauty professional or business owner just getting started.- Subscription to cloud-based accounting software
- up to 50 transactions for monthly bank reconciliation
- Cash basis bookkeeping
- Monthly P&L
- Year-end summary for tax time
- Client Portal
- Email support within 72 hours
- Best Value
Essentials
149$Every monthFor the beauty professional or business owner who's up and running.- Subscription to cloud-based accounting software
- Up to 100 transactions for monthly bank reconciliation
- Cash basis bookkeeping
- Monthly P&L
- Year-end summary for tax time
- Client Portal
- Email support within 48 hrs
- W-9 + 1099 management
- Capture receipts with Hubdoc
- Basic analytics to visualize financial performance
Growth
229$Every monthFor the pro growing fast who values detailed insights and proactive support.- Subscription to cloud-based accounting software
- Up to 200 transactions for monthly bank reconciliation
- Cash basis bookkeeping
- Monthly P&L
- Year-end summary for tax time
- Client Portal
- Email support within 24 hours
- W-9 + 1099 management
- Concierge receipt management: monthly in-person pickup (DFW)
- Advanced analytics to visualize financial performance
- Quarterly strategy call + dashboard review
Curated Extras
Curated Extras
Payroll Services
Full-service payroll setup and processing (employees and/or 1099 contractors). Includes tax filings, direct deposit, and compliance.
AR/AP Management
Say goodbye to sticky notes and late-night “who paid me?” moments. With accounts receivable & accounts payable (AR/AP) management, we’ll keep track of invoices going out and bills coming in, so you always know your true cash flow.
FAQs
01
Do I have to sign a long-term contract?
Nope! All of our plans are month-to-month. We believe you’ll stay because you love the clarity, not because you’re locked in.
03
I’m really behind on my books. Can you still help me?
Absolutely. That’s what our Catch-Up Bookkeeping add-on is for. We’ll clean up your numbers and get you current so you can move forward with confidence.
05
How do I access my financials?
You’ll have two easy ways. First, through your cloud-based bookkeeping software; we’ve partnered with Xero to give you a seamless, intuitive experience that keeps everything up to date. Second, you’ll also have access through your client portal, where you can view reports, upload receipts, and track progress 24/7. It’s bookkeeping made accessible, not overwhelming.
07
Will you explain things to me in plain English?
100%. We’re “not your parents’ accountants,” which means we ditch the jargon and keep things clear. You’ll always know what’s happening with your money — no decoding required.
09
What’s included in the “Concierge Receipt Management”?
Think of it as your receipts handled, boutique-style. We’ll collect them (in person for DFW clients), organize them, and make sure every dollar is accounted for so you don’t have to stuff them in a shoebox ever again.
02
What if I outgrow my plan?
That’s the fun part — growth is the goal! You can upgrade at any time and we’ll make the transition seamless. No stress, no delays, just smooth scaling.
04
What’s an account reconciliation, and why do I need it?
Great question! Account reconciliation is just a fancy way of saying we match your bank/credit card statements to your books each month. It’s how we make sure every dollar is accounted for, nothing slips through the cracks, and your numbers are always accurate.
06
What if I have questions between reports?
That’s where your Dedicated Account Lead comes in. They’re your go-to person for quick answers, check-ins, and guidance. No waiting weeks to hear back.
08
What’s the difference between cash and accrual bookkeeping?
Cash bookkeeping records money when it actually changes hands (when you get paid or pay a bill). Accrual bookkeeping tracks income and expenses when they happen — even if the cash hasn’t moved yet. Think of it like this: cash = simple snapshot, accrual = full story. We’ll help you pick the method that fits your business best.
10
I already use QuickBooks. Can I still work with FinancialsIQ?
Absolutely! While we’ve partnered with Xero to give clients a seamless cloud-based experience, we can still support you if you’re already set up in QuickBooks. You’ll continue managing your QuickBooks subscription, and we’ll handle the bookkeeping side — making sure your numbers stay polished, organized, and tax-ready.