Complete Bookkeeping for One Monthly Rate
CFO-led books for a monthly fee sized to your business, with a CFO brief every month that tells you what your numbers mean.
Whether you're current or years behind, you get numbers you can run your business on, without hourly billing or long-term contracts.
Compare the plans
Each plan is sized to your accounts and monthly activity. The intake survey matches you to the right one.
Starter $400/ month | Core $700/ month | Growth $1,000/ month | |
|---|---|---|---|
| Best for | Smaller account sets and lower monthly activity that still need a complete monthly close | More accounts and activity, including businesses with online or processor-based payments | Higher monthly volume and operating scale within the flat-fee package range |
| Bank and credit card accounts (typical fit) | 1–2 | 3–4 | 5–6 |
| Typical monthly spend | Under about $50,000 | About $50,000–$120,000 | About $120,000 and above, subject to review |
| Typical monthly transactions | Under about 100 | About 100–300 | About 300–600 |
| Transaction categorization | Monthly | Weekly | Weekly |
| Books closed, reviewed, and statements delivered | Monthly, by the 20th of the following month | Monthly, by the 15th of the following month | Monthly, by the 15th of the following month Priority upgrade: closed by the 10th |
| Reporting package | Monthly CFO brief: what changed, cash runway, and three things to watch, with follow-up on last month's flags Lender-ready financials | Everything in Starter Plus SDE and Adjusted EBITDA tracking Plus a debt schedule and bank coverage check Plus 12-month trends on your key numbers | Everything in Core Plus a quarterly check-in call with Jackson CFO |
| User logins | QBO: 1–3 Digits: unlimited | QBO: 3 Digits: unlimited | QBO: 3–5 Digits: unlimited |
| Communication channels | Email plus a dedicated Microsoft Teams channel | ||
| Included accounting software subscription | QBO Simple Start ($38/mo) or Digits Essentials ($65/mo) | QBO Essentials ($85/mo) or Digits Essentials ($65/mo) Digits Core ($100/mo) available with upgrade | QBO Essentials ($85/mo) QBO Plus ($140/mo) available with upgrade or Digits Core ($100/mo) |
The intake survey matches you to the right plan in a few minutes. After a short intro call, we confirm your price.
Take the SurveyIncluded in every plan
Part of the monthly rate on Starter, Core, and Growth.
Transaction coding
Every transaction categorized, with a person checking the exceptions
Account reconciliations
Bank, credit card, and loan accounts tied to the statements
Monthly financial statements
P&L, balance sheet, and cash flow after every close
Monthly CFO brief
What changed, your cash runway, and what to watch next
Owner add-backs tracked
Owner pay, personal, and one-time costs tagged as they're coded
Payroll accounting
Payroll recorded and reconciled to your provider's reports, with sales tax tracked in the books
Two-way feedback loop
You answer our questions and we answer yours, so we always stay on top of what's happening in your business
Exception reporting
Anything that needs your attention, flagged each month
A close on schedule
Held to a CFO standard and delivered by a set date
Quoted separately
Available as add-ons. Your proposal prices any you need, subject to a scope check.
Payroll processing
Sales tax filing and payment
Bill pay and A/P processing
Customer invoicing
Class, location, or department tracking
Job costing
Inventory tracked in the books
More than one company or set of books
Not included
Outside what Tapestry provides.
Tax return preparation, tax planning, or tax advice
Handled by your tax preparer
Audit, review, or compilation services
Referred to a CPA firm
Treasury management
Available through Jackson CFO
Statements, CFO briefs, and lender-ready financials are management-prepared and unaudited.
Account and volume ranges are typical fits. Your proposal confirms the plan, the monthly price, any add-ons, and any one-time catch-up before anything starts.