Client Discovery

Premier Professional Cloud-based Accounting & Bookkeeping Services

Client Discovery

Premier Professional Cloud-based Accounting & Bookkeeping Services

Identifying your financial goals

It all begins with Client Discovery, clearly defining your accounting and financial goals.

private accounting client representative
What are your accounting or financial goals? (Select all applicable)
Which business advisory service(s) are you interested?
What outcomes do you want to achieve? (check all that apply)
At what time?

Sign up for a free 30-day trial. No credit card required.  You’ll received a free month of financials to keep.

private accounting client representative


$395/ month

Ideal for businesses with 1-100 monthly transactions and 1-3 bank accounts


  • Cash basis accounting
  • Monthly financial statements (PL)
  • Daily revenue, and expense categorization
  • Real time bank reconciliations and credit card reconciliation
  • 1-Hour of CFO Consult
  • Receipts storage and document storage
  • Communicate via email, phone and text
  • Ideal for Gig-workers, Uber/ Lift Drivers, Barbers/Salons, Light Trades
  • 1040 - Schedule - C, Single Member LLC


    $595/ month

    Great for businesses with 101-200 monthly transactions, 4-6 bank accounts, and project accounting for 2 projects.

    Everything in Starter, plus:

    • Managed Accounting services form a dedicated team
    • Project accounting
    • Schedule payments
    • Customize access by role
    • Customize chart of accounts


      $795/ month

      Great for businesses with 201-300 monthly transactions, 7-9 bank accounts, and project accounting for 3-4 projects.

      Everything in Launch, plus:

      • Cashflow statement
      • Customer invoicing, and invoicing scheduling
      • Schedule payments


        Speak with a Representative

        Ideal for businesses with >300 monthly transactions, >9 bank accounts, and project accounting for 5-6 projects.

        Everything in Growth, plus:

        •  Accrual basis accounting
        • Customer reporting
        • Consolidated reporting

        Online Accounting with Posted Accounts

        Online accounting is a professional managed accounting and bookkeeping services compiled, processed and recorded with cloud-based accounting software.

        The services are managed by Posted Accounts senior accountants and financial analysts.  Artificial intelligence creates operational efficiency while our senior accountants monitor for AICPA standards.


        Why Posted Accounts?

        Posted Accounts was built for smalll businesses and entreprenuers who value experience.  You will have your own a dedicated team member answer accounting questions.

        What is online accounting?

        Online accounting is cloud-based acccounting software that we used to manage, process, retrieve and record your business financial transactions; the core of private accounting services.  

        What is included in online accounting?

        Online accounting is array of sevices including sending, invoices, paying bills, management of inventory, accounts receivables or payables.  We offer a la cart services such as  account cleanup, and tax services.

        Do I still need to reconcile?

        No, we will reconcile your bank accounts, credit cards or other current accounts.

        Do we provide accounting cleanup and tax preparation services ?

        Yes we do.  With over 20+ years in accounting, we understand the challenges of small businesses and entrepreneurs.

        Is our bookkeeping process AI only?

        No.  The software is only a tool.  During onboarding we your bookkeeping file is setup according to GAAP & FASB.  

        Sign up for a 30-day free trial

        Start a free trial today. We’ll do one month of your bookkeeping. No credit card required. 🥳

        You're moments away from your 30-day free trial! 🥳