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UPGRADE YOUR FINANCES:

ACCELERATE YOUR REVENUE

Schedule your FREE strategy session to receive the single most untapped growth potential and unrealized cost savings holding back your business​

SELECTED ADVISORY SERVICE:

LEANx OPERATING MODEL

Price: Starting @ $279
Under $20K Expenses Per Month

SELECTED ADVISORY SERVICE:

P/R + POSITIONING STRATEGY

Price: Starting @ $279
Under $20K Expenses Per Month

SELECTED ADVISORY SERVICE:

TAX SAVINGS ADVISOR

Price: Starting @ $279
Under $20K Expenses Per Month

SELECTED ACCOUNTING PLAN:

CLOUD-BASED BOOKKEEPING

Price: Starting @ $349
Under $20K Expenses Per Month

SELECTED ACCOUNTING PLAN:

CUSTOMIZED

Price: Starting @ $7200/Year
Contact Us For Details

SELECTED ACCOUNTING PLAN:

StartitUP TAX+

Price: Starting @ $799
For Personal, Schedule C, & Business Returns

Checking your balance just became a lot more enjoyable

Get powerful financial reporting and expert bookkeeping combined with the consulting expertise to increase your business income.

Sign up for your free 30-days of bookkeeping today to unlock these exclusive bonuses:

TRUSTED TECHNOLOGY PARTNERS:

HOW WE DELIVER OUTSTANDING FINANCIALS

Accounting Services

Cloud-Based Bookkeeping

Take bookkeeping off your hands so you can focus on innovation. Migrate your business finances to our digital, cloud-based bookkeeping system that makes life easy.

Integrated Payroll + Benefits

Build an incredible company that operates an efficient workplace with just a few clicks and automatic processing — time tracking, new hires, benefits plans, and more.

NEW: StartitUP Tax+

Give your business an all-in-one filing solution. Prep? Deductions? Filing? No sweat—we keep everything organized every step of the way and take tax filing off your plate.

Read This Before Going ANY Further

From The Desk Of Derek Anderson

Founder, Clever Brands

Charlotte, North Carolina

“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.”

Engagement: P/R Strategy Client

Outcome: Lorem ipsum dolor sit amet, consectetur adipiscing elit. 

HOW WE ARE DIFFERENT

Take A Sneak Peak Inside...

Black Men Office Video Chat

Work with a specialist dedicated to your success

We’ll connect you with your own team of experienced bookkeepers that keeps your finances up-to-date. Avoid scrambling before the tax deadline, or missing out on major deductions opportunities.

Recieve premium support and financial advice

Get questions about your financials answered with a quick message or phone call. Plus, get access to a specialist to help you understand the financial health of your business, and opportunities to lower cost and increase revenue streams.

See real-time cash flow updates and reports

Track your money. Get unlimited access to the data you need to analyze your business with visual reports. A personal dashboard lets you monitor every transaction, account, and trend in one place.

Access new services as your business grows

Deploy industry expertise and data analytics to uncover sustainable, accelerated revenue growth with advisory services. And, hire employees with ease as you grow with an automated payroll and benefits platform dedicated to small businesses.

Join other growing businesses achieving greater profitability

Get started today to get complete access to our financial ecosystem and partnership network.
DIGITAL+
Our premium business plan
$499$399per month
  • Monthly Expenses Below $20K

  • Dedicated Account Manager
  • Year-End Financial Package
  • Intuitive Financial Dashboard

  • Sync All Bank Accounts Instantly

  • Payment Platform Integration

  • 1-On-1 Growth Strategy Sessions

  • Capital On-Demand*

+ show all features
DIGITAL ELITE
Our growing business plan
$749$639per month
  • Everything In DIGITAL+

  • Integrated Payroll + Benefits

  • Financial Advisor+ Access
CUSTOMIZED
Our scaling business plan
$999+
Get A Customized Offering Tailored To Your Monthly Expenses & Financial Needs.
  • Monthly Expenses Above $1M

Included with Every Plan:

We stack the deck in your favor to deliver the best return on your investment…

Cash-Basis Accounting

We record transactions when deposited or charged to your accounts.

Reconciliation

We organize your transactions into categories that show how much you are earning and spending.

Monthly Bookkeeping

Receive accurate, up-to-date financials for up to 15 financial accounts.

Data Protection

Secure your financial data multi-layered security including encryption and read-only access.

Maintained Ledgers

See your account balances at a glance. Know exactly where your money is coming and going.

Data Transfer

Sync with major banks and leading payment platforms to upload your financial data.

Financial Advisor LITE

Every quarter, schedule a one-to-one meeting with a financial consultant to receive guidance on matters such as on pricing strategy, operational inefficiencies, revenue growth opportunities, and more. Get the opportunity to ask questions relating to the financial health and survival of your business to consultants with Fortune 500 industry expertise at no extra cost.

CPA Partner Network

If you have a CPA, we’ll work with them directly. We can even give your CPA documents for easy communication and file management. If you don’t have a CPA, get exclusive access to a world-class CPA network you can trust with years of experience to file your taxes, perform audits, and provide in-depth tax, legal, or financial advice as needed.

Marketing Partner Network

We partner with Invigoro - a unmatched digital experience and marketing technology solutions company that helps small businesses looking to increase revenue and take customer acquisition to the next level. Through our partnership, receive a FREE strategy session, and get unlimited access to Invigoro's latest innovations in digital technology to help you optimize your digital presence, marketing and sales campaigns, plus customer experience.

Frequent Asked Questions

Got a question? We’ve got answers. If you have some other questions, contact us using email.

Can I cancel my subscription?

You can cancel your subscription anytime in your account. Once the subscription is cancelled, you will not be charged next month. We also make sure it’s easy to get your financials should you ever decide to leave. We do not issue full or partial refunds for services rendered.

How long are your contracts?

No contracts to keep you locked in. We only offer monthly subscription. You can upgrade or cancel your monthly account at any time with no further obligation. Contact our support team anytime for a quick update to your payment and billing information.

What software do you use to complete my bookkeeping?

Your books will be completed on a proprietary software. We protect your data with 256-bit SSL/TLS encryption. That’s the same level of encryption you’ll find with online banking and online shopping. You won’t need any other software to work with us—everything we done within the app.

 

How does the free month work?

Your free month of bookkeeping is completed in the form of an income statement and balance sheet. You’ll also get a full tour of the platform where we’ll set up your accounts and integrations to give you an idea of how it works.

Whether or not you decide we are the right fit for your business, the income statement and balance sheet are yours to keep.

Who will I be working with specifically? Will it be the same every month?

Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package.

We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.

Where are the bookkeepers? What are their qualifications?

All bookkeepers work out of a Vancouver headquarters where they are trained in-house. Collectively, they have experience supporting thousands of small business owners. They know how to serve your business’s unique bookkeeping needs, and they do it very well.

You can also send them an in-app message whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.

What’s the difference between you and QuickBooks (or other bookkeeping software)?

QuickBooks and other bookkeeping software give you a tool to do your own bookkeeping. We do your bookkeeping for you.

With us, you get a team of real, expert bookkeepers in addition to software. You’ll always have the human support you need, and an app to access your up-to-date financials.

What the difference between bookkeeping and accounting?

Bookkeeping is the process of recording daily transactions in a consistent way, and is a key component to building a financially successful business. Bookkeepers take care of the day-to-day financials, like posting credits and debits, maintaining the general ledger, and completing payroll.

Accounting is a high-level process that uses financial information compiled by a bookkeeper or business owner, and produces financial models using that information.

Do you offer tax or financial advice?

While your bookkeeping team can make suggestions to keep your bookkeeping stress-free, only our advisory consultants can provide you guidance on tax savings and other financial consulting matters.

We do not provide advice on securities, real estate, mortgages, and insurance. However, we do connect clients with a CPA or an attorney if they require more in-depth tax, financial, or legal advice.

I'm behind on books, can you get me caught up?

Yep! You can add any amount of Catch Up bookkeeping to a paid subscription plan for as low as $229. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.

Depends on how many months of Catch Up bookkeeping you need, it typically it takes us about 2-4 weeks to complete one year’s worth of overdue bookkeeping.

What banks and payment processors do you connect with?

We connect with most major banks in North America. Connecting your bank account gives your bookkeeping team access to your transaction history and account statements—nothing more.

Plus, connect with Stripe, Square, Shopify, PayPal, Amazon, and others. By connecting your payment processor, all of your transactions are automatically synced.

How do I know which pricing plan is right for my business?

Great question! During your free trial, we’ll evaluate your business’s monthly expense volume to determine which subscription package is the best fit for your business.​

Our Company

StartitUP Financial Advisors helps start-ups and growing businesses achieve greater profitability and higher survival rates by delivering premier cloud-based financial technology and revenue growth services. Combined with our financial training and revenue growth strategy expertise, we bring together a complete digital financial ecosystem for budding small business all under one roof through our partnerships with industry-leading financial services technology companies.

See why clients trust our technology and expertise:

Client-Focused & Collaborative Solutions​

Understanding your vision and paving a path is most important. We focus on solving your toughest challenges through an interconnected client experience.

Innovative Technology & Partnerships

We expand our digital financial ecosystem to fit the needs of small businesses by staying current with the newest, trusted financial products from industry-leading providers so our clients don't have too.

Engaged Leadership &
Trusted Partnerships

Our company is designed to operate as one—a single partnership united by a deep commitment to the client experience. We evolve to serve all aspects of growing enterprises.

Scalable & Results-Driven Growth Strategy

By leveraging the latest innovations in technology and financial data analytics, we to deploy agile strategies that deliver sustainable, accelerated revenue growth in just half the time.

Get back your time while letting us improve your finances and peace of mind.

Try our service free, and get full access to your personal dashboard. Get a month of free bookkeeping and financial statements for your company.
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Reclaim Your Time And Unlock Access To Your

CLOUD-BASED BOOKKEEPING

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Never Overpay Or Dreaded Another Deadline With

StartitUP TAX+

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Work with a specialist to create your

CUSTOMIZED PLAN

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