Managed Accounting
Outsourced accounting support with more structure and oversight.
For businesses that have outgrown basic bookkeeping and need a more complete accounting function — without hiring a full-time controller.
Who Managed Accounting is for
Managed Accounting is the right fit if your business has grown to the point where basic monthly bookkeeping isn't enough. You have more transactions, more complexity, and you want someone actively engaged in your financial function — not just cleaning up after the fact.
You have multiple employees and complex payroll needs
You want someone actively reviewing AP and AR
You need quarterly cash flow reviews, not just monthly reports
You want priority access and faster response on financial questions
You're scaling and need an outsourced accounting partner, not just a bookkeeper
Your CPA wants cleaner, more complete records on a regular basis
What's included in Managed Accounting
Everything in Growth
All bookkeeping, reconciliations, reporting, payroll support (up to 5 employees), and monthly review call.
Higher transaction volume
Up to 300 monthly transactions and up to 10 financial accounts — built for businesses that have grown.
Payroll administration (up to 15 employees)
Full payroll admin for up to 15 employees, coordinated with your bookkeeping workflow.
Fuller AP/AR support
More hands-on management of accounts payable and receivable — not just recording, but actively tracking.
Quarterly cash flow review
A quarterly review of your budget or cash flow to give you a forward-looking picture, not just historical reporting.
Priority support
Faster response times and more active oversight from your bookkeeper — not just a monthly deliverable.
Managed Accounting pricing
$1,295/month
Includes everything in Growth plus higher transaction volume, fuller payroll and AP/AR support, quarterly reviews, and priority access.
Get Started — Book a DiagnosticReady for more than just bookkeeping?
Book a free diagnostic and we'll figure out whether Managed Accounting is the right fit for where your business is headed.