Services
Clean books, monthly reporting, and a team that's always reachable. So you can run your business instead of chasing your numbers.
Included in all plans
Every Bags subscription includes access to our financial platform, so your numbers are always there when you need them.
Financial Dashboard
Up-to-date visibility into your books.
CFO Insights
Ask plain questions, get plain answers about your finances.
Financial Documents Review
Automated checks that flag issues before they become problems.
Automated Funding Plans
Tailored to your business and your goals.
Bags Plus
A dedicated bookkeeping and accounting team behind your business. Everything organized, reconciled, and delivered, every month, on time.
Monthly financial statements: P&L, Balance Sheet, Cash Flow
Weekly transaction categorization and monthly reconciliation
AR/AP recording, vendor bills and customer invoices kept current
Funding Coach support for debt strategy, applications, and lender matching
Bags Pro
Everything in Plus, plus the operational layer for businesses that need more than bookkeeping.
Bill pay and invoicing handled weekly, vendor payments processed, customer invoices submitted
Full AR/AP management including payment reminders on your behalf
Payroll management for W2 and 1099 employees
Controller-level support as your financial operations scale
Add-on Services
Some businesses need more than ongoing bookkeeping. These are scoped and invoiced separately based on your situation.
Historical Cleanup
Bad books don’t fix themselves. We go back and do it right, diagnostic within 5 business days, cleanup scoped to your exact situation.
Fractional CFO
Financial strategy and long-term planning alongside the owner. Investor and lender package preparation. Oversight of all accounting functions.
Tax Preparation and Filing
Behind on filings, facing an extension, or just need someone to handle it properly. We prepare and file federal and state returns and make sure your books are ready before your CPA needs them.
Additional services: Accounting Diagnosis, Systems Implementation, Custom Financial Modeling, Controllership Support. Contact us to scope.
Seamus Culligan
Director of Creative, The Plant
Month-to-month. No annual commitment. Your data stays in QuickBooks whether you stay with us or not.