A membership that grows with you.

Foundation Knowledge Base
For the entrepreneur to be-
Foundation Membership Includes:
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Limited access to knowledge resources
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Access to member exclusive events
Membership Benefits:
- Join a growing community of entrepreneurs.
- Free, Always.
- Cancel or upgrade at any-time.
- Learn, discover, grow.
Ready to grow beyond Foundation Knowledge?
If you are ready for a more advanced membership and a closer working relationship with our world-class team of experts, our paid memberships will elevate you and your business further. Choose a level that best describes the current state of your entrepreneurial journey to get started.
Foundation
Knowledge Base
For the entrepreneur to be.
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Foundation Membership Includes:
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Limited access to knowledge resources
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Access to member exclusive events
Solo
Bookkeeping
For start-up or solopreneur businesses.
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Everything in Foundation plus:
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Unlimited access to knowledge resources
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Cash basis bookkeeping
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Bank and credit card transaction import and reconciliations
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Regular reports on key numbers
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Up to 4 Linked bank and credit card accounts
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Subscription to: QuickBooks Essentials and Uncat App
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Email support
Premium
Bookkeeping
For growing businesses in need of support.
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Everything in Solo plus:
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Access to open-hour events
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Accrual basis accounting
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Adjustments for prepayments and accruals
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Budget upload capability for budget vs actual reporting
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Up to 5 Linked bank and credit card accounts
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Subscription to: QuickBooks Plus and Uncat App
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Quarterly review meeting with Bookkeeper
Elite
Accounting
For medium to large businesses or those with complex needs.
Based On Your Need
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Everything in Premium plus:
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Advanced revenue recognition
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Cost allocation and reporting
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Inventory system support and reconciliation
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Accounts payables
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Accounts receivables
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Complex payroll administration
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Monthly financial statement preparation and reporting
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Subscription to: QuickBooks Plus, Uncat App, and Melio
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Monthly review meeting with your Account Manager
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Dedicated Slack channel for real-time communication needs
Not sure which level is right for you?
Find your start below by comparing our membership benefits, check out our add-on services to see what’s suitable for your needs, and explore our industry-specific memberships.
Find your start.
In order to grow, we need to help you find the most suitable start for your membership. Checkout our comparison chart to learn more.


Get more support.
Our add-on services are available to all of our members at any time. Discover how members like you are realizing the benefits of our Advisory and Strategy, Tax, and Payroll services.
Your Industry, covered.
We want to help you succeed – that’s why our memberships are designed with your specific challenges in mind. We’ll keep building additional products and services for business owners just like you.

Join our list of fearless members: