WELCOME
TO BAGS
MANAGE, BORROW & SPEND MONEY BETTER.
Growing with Bags
You built your business from the ground up.
We’re here to help you keep it growing — by giving you control of your numbers, clarity in your finances, and confidence in every decision.
With Bags, you learn how to manage your books the right way — with expert guidance, smart automation, support that scales with you, and capital when you need it.
What we do
We combine cutting-edge technology, a world-class finance team, and access to financing to create a custom package that saves you time and helps you grow.
Platform + Insights
Use the Bags platform to track your financial performance and surface insights — no accounting degree needed.
Accounting & Bookkeeping
If you’d like more time to focus on growing + running your business, our team can manage your books, run reports, and keep your records clean.
Funding Strategy & Execution
Once your financials are all cleaned up, we help you build a debt strategy, match you with lenders, and guide you through securing capital.
Once your financials are all cleaned up, we help you build a debt strategy, match you with lenders, and guide you through securing capital.
Once your financials are all cleaned up, we help you build a debt strategy, match you with lenders, and guide you through securing capital.
AS SEEN ON
our packages
platform
Billed monthly
$99
Billed monthly
Ideal if you want control but also want the Bags engine behind you.
Full access to the Bags platform
Automated Financial Document Review (for lender readiness and accountant accountability)
Custom Funding Plans
Accounting dashboard + AI-powered CFO Report
Tools to manage liabilities and credit
The Bags Platform subscription works best with an existing Quickbooks account.
plus accounting
Starts at
$565
Billed monthly
For founders who want precision, clarity, and financial structure to help them scale.
Everything in Platform-Only, plus:
Dedicated bookkeeping & accounting team
Monthly financial statements delivery (P&L, Balance Sheet, Cash Flow)
Weekly transaction categorization & monthly reconciliation
Custom debt strategy aligned to your goals with Funding Coach support for applications, offers, and lender matching
pro accounting
Starts at
$800
Billed monthly
Your full financial operations team, with added management support.
Everything in Plus, plus:
Bill pay & invoicing handled weekly
Weekly AR/AP aging reports
Payroll management (W2 / 1099) and processing
Controller-level support
ad-hoc add-ons (billed separtely)
Tax prep & filing
Historical cleanup
System setup & rollout
Custom financial models & forecasts
Financial advisory work
Monthly Subscription Plans
We reassess your tier quarterly based on actual revenue — and always give you notice of any pricing changes.
Plan
Platform Only
Bags Plus
Bags Pro
Tier 1
$99
$565
$800
Tier 2
$99
$1,175
$1,600
Tier 3
$99
$1,750
$2,400
Tier 4
$99
$2,010
$3,200
Tier
Tier 1
Tier 2
Tier 3
Tier 4
Estimate
~$160
~$320
~$640
~$1,000
Tax & Compliance Prices
Your actual cost depends on data complexity. We’ll confirm with you before billing, and cleanup is always optional.
Service
Quarterly / Annual Tax Filing
Business Annual Tax Prep
Personal Tax Prep
1099 / W2 Issuance
Sales Tax Filing
Franchise / Annual Report
FBAR / BOI Reporting
Tax Advisory
Cost
$90 / filing
$410-$660
$275
From $120
$60 / filing
$120
$120
$100 / hour
Notes
—
Includes single-member LLC, 3 K-1s, 2 states; extras are +$50 each
For individual returns
Covers 4 forms; +$30 each additional
—
—
—
For deeper consulting
Annual Commitment
Commit to 12 months of Bags service billed at a fixed monthly rate
Pricing is locked for the full year, regardless of business growth or volume increase
Annual Prepay
Pay upfront for 12 months of Bags service
Receive a 20% discount on the total annual price
Multi-Entity Discount
If you have more than one business you'd like to bring into Bags, we’re offer a bundled discount that apply for the lifetime of your active subscriptions.
2 entities: 10% off the total subscription price
3 entities: 15% off the total subscription price
4 or more entities: 20% off the total subscription price
Referrals
Want to get Bags for free? For every business you introduce to us that becomes a client, you'll receive one month of complimentary service. Just think—12 successful introductions could give you an entire year of Bags FREE. Send any referrals to sam@securebags.com.
Onboarding
GETTING STARTED IN 4 EASY STEPS
Step 1
Get Set Up
Sign up at app.securebags.com
Link QuickBooks (read-only)
Meet your Customer Success Manager
Grant access (credentials, software, tools)
Step 2
Audit & Assessment
If you’d like more time to focus on growing + running your business, our team can manage your books, run reports, and keep your records clean.
step 3
historical clean up
We’ll work backward to correct past mistakes. Your engagement makes this faster and more precise.
Once your financials are all cleaned up, we help you build a debt strategy, match you with lenders, and guide you through securing capital.
Once your financials are all cleaned up, we help you build a debt strategy, match you with lenders, and guide you through securing capital.
Step 4
Query & Clarify
During onboarding, we’ll ask questions (“queries”) about ambiguous transactions.
Your context = better bookkeeping.
Once your financials are all cleaned up, we help you build a debt strategy, match you with lenders, and guide you through securing capital.
Once your financials are all cleaned up, we help you build a debt strategy, match you with lenders, and guide you through securing capital.
month-to-month
Staying on top of your numbers shouldn’t slow you down. Each month, Bags handles the details — from transaction cleanup to performance metrics — so you can stay focused on growing your business.
Transaction Classification
Uncertain items flagged for your input
Financial Delivery
Monthly books delivered within 5 days of receiving all inputs
Insights & Metrics
Front-and-center in your dashboard
• Revenue, COGS, Expenses, Net Income
• Cash on Hand, Assets, Liabilities, Equity
• Trend analysis and comparisons (MoM, YoY)
AI CFO Report
Deep insights, forecasts, flags, and suggestions
let's talk capital
At Bags, we’re all about helping your business grow — and that includes getting you the capital to make it happen. When you’re ready, here’s what the process looks like from start to funding.
Before You Apply
Quality financials = credibility. 80% of what lender underwriting teams end up doing is simply reworking messy data. Get funded faster with clean financial records.
Start your Debt Strategy in the platform by defining your funding need and use case.
WHAT YOU'LL DO NEXT
Review your lender matches
Upload required docs
Use Review My Financials to test your data’s strength
Complete your liability schedule
Book a call with your Funding Coach or start the application
ONGOING SUPPORT
Your Funding Coach monitors your profile monthly, alerts you to refinancing or expansion opportunities, and helps you pivot as your business evolves.
How we helped our clients Secure The Bag
The real stories from our clients.
Thank you for taking the time to provide some much-needed financial coaching and also sharing information on how to help secure the bag in order to scale up and expand my business.
Jennifer Cox
CEO at Jenn Cox Realty
With our funding coach, we were able to get matched to the right type of loan that fit our business and they were with us every step of the way. Can’t wait to do more with Bags!
Steve Patiño
Founder at Ales Grey
Really appreciate the quick turnaround on everything. Literally first month we got something booked. You and the team are awesome over there!
Zachary Hite
Co-Founder at Stocked
Thank you for seeing and understanding the needs for funding and support of underrepresented founders. Gaining access to capital, understanding debt finance and optimizing your bookkeeping are just a few ways that Bags has been able to support!
Kadidja Dosso
Founder at Dosso Beauty
I would refer Bags to anyone in need of business capital and funding.
Dennis Stallings
Owner at DDSS STALCORP
I absolutely love what Bags is doing for minority businesses. I appreciate your communication and introducing me to the best resources to secure funds for my business.
Katherine Workman
Founder at Katherine Workman LLC
I wish I would have found Bags sooner! My journey to find funding was incredibly disheartening and I’m so grateful for a company like Bags that solved this problem for me and so many other founders.
Hayley Segar
Founder at onewith Swim
want to
learn more?
To grow your business, you need to know your numbers, make strategic decisions, and get access to money, and we help you do that better and faster. That’s why we created Bags. We want to see more bags go to more people more often.
