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.
Platform
Ideal if you want control but also want the Bags engine behind you.
Starts at
$99
/ Billed monthly
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
plus accounting
For founders who want precision, clarity, and financial structure to help them scale.
Starts at
$565
/ Billed monthly
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
Your full financial operations team, with added management support.
Starts at
$800
/ Billed monthly
Everything in Plus, plus:
Bill pay & invoicing handled weekly
Weekly AR/AP aging reports
Payroll management (W2 / 1099) and processing
Controller-level support
plan
platform
plus
pro
tier 1
$99
$565
$800
tier 2
$99
$565
$800
tier 3
$99
$1,175
$1,600
tier 4
$99
$1,750
$2,400
Historical Cleanup
tier
estimate
tier 2
~$160
tier 3
~$320
tier 4
~$640
tier 5
~$1000
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
ad-hoc add-ons
Tax prep & filing
Historical cleanup
System setup & rollout
Custom financial models & forecasts
Financial advisory work
2 entities
10% off the total subscription price
3 entities
15% off the total subscription price
4+ entities
20% off the total subscription price
Get Set Up
Sign up at app.securebags.com
Link QuickBooks (read-only)
Meet your Customer Success Manager
Grant access (credentials, software, tools)
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.
historical clean up
We’ll work backward to correct past mistakes. Your engagement makes this faster and more precise.
Query & Clarify
During onboarding, we’ll ask questions (“queries”) about ambiguous transactions.
Your context = better bookkeeping.
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
Financial Delivery
Insights & Metrics
AI CFO Report
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.
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
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.
