How it works

One financial partner. A clearer picture of your business.

Let Grounded Finance Co. take care of your bookkeeping and payroll, and keep coordinating with the CPA you trust. You gain a financial partner who understands your business and helps you see what your numbers mean.

Find your Grounded package Explore how it works

Modern finance. Trusted guidance.

How the relationship works.

Step 1
We get to know your business.
We learn how you make money, what drives your costs, how your business runs and what you want to achieve. Your priorities shape the financial picture we build together.
Step 2
We bring your financial picture together.
We work with your existing providers, or take on your bookkeeping and payroll, depending on your package. Together, we agree what information we need and when it will be ready.
Step 3
You get clarity you can use.
Each month, receive your tailored Grounded Finance dashboard and detailed commentary explaining what changed, why it matters and what deserves your attention. Add regular conversations and strategic support as your business grows.

Business Partner packages

Choose the partnership your business needs.

Bring your books and payroll into the same relationship, add regular guidance for the decisions ahead, or plan forward with cash flow and budgets.

ManagedFrom $1,250/month

Your books, payroll, and financial picture, brought together.

For business owners who want Grounded to handle bookkeeping and payroll, with thoughtful monthly reporting and regular financial conversations.

Ongoing bookkeeping and monthly reconciliations.
Up to 500 transactions per month across up to four bank and credit card accounts combined.
Payroll processing for up to five full-time W-2 employees, with payroll tax filing coverage for one state.
Your monthly Grounded Finance Co. dashboard, tailored to your business model, goals, and the measures that matter to you.
Detailed monthly commentary explaining performance, key changes, and watchouts—not simply a P&L and balance sheet.
A financial management meeting every two months.
Continued coordination with your CPA.

Explore Managed

Additional volume or complexity is scoped with you before we begin.

AdvisoryFrom $1,950/month

A financial partner to help you think through what comes next.

For business owners who want a regular sounding board for decisions and growth, alongside reliable books and clear reporting.

Everything in Managed, including its standard transaction, account, and payroll allowances.
Weekly chat check-ins for business finance questions and developing priorities.
A monthly financial and strategic review meeting, replacing the meeting every two months.
Time to connect your results with business decisions, opportunities, and next steps.

Explore Advisory

A regular rhythm of support for understanding today and considering what comes next.

StrategicFrom $2,795/month

A clearer plan for your cash, your priorities, and your growth.

For business owners who want forward-looking financial planning alongside ongoing operational and advisory support.

Everything in Advisory.
Detailed cash flow planning, maintained monthly.
Budget development and quarterly budget updates.
Monthly actual-versus-budget variance reporting.
Commentary explaining differences from plan and highlighting areas that need attention.

Explore Strategic

Keep your financial plan current as your business develops.

Prices shown are monthly starting prices. Every package includes up to 500 monthly transactions across four bank and credit card accounts combined, plus payroll processing for up to five full-time W-2 employees with payroll tax filing coverage for one state.

Additional volume, accounts, payroll complexity, sales tax preparation and filing, and earlier reporting deadlines are priced separately. We agree your scope and monthly fee before we begin.

Income tax preparation and filing are not included in any package. You retain your own CPA, and we coordinate with them.

Monthly dashboards and commentary follow completion of the month’s books and receipt of the information we need.

Built around how your business actually works.

Your dashboard starts with your business: how you earn revenue, the costs that matter, your seasonal patterns, and the goals you are working toward. We use that context to explain your numbers and focus your monthly commentary on what matters to you.

See what changed. Understand what may be driving it. Know what to pay attention to next.

Monthly dashboardIllustrative example

Revenue$84.2k+6% vs last month

Cash$61.5k+1% vs last month

Overdue invoices$18.9k9 invoices past due

Revenue, last six months (sample data, $k)

Commentary excerpt · illustrative

“Revenue increased this month, but customer payments arrived later than expected. That helps explain why the bank balance did not rise at the same pace. The next priority is to review overdue invoices before committing to new spending.”

Frequently asked questions

Can I keep my existing CPA?

Yes. With Managed, Advisory, and Strategic we take on your bookkeeping and payroll while continuing to coordinate with your CPA. You retain your own CPA for income tax preparation and filing.

When will I receive my monthly reporting?

We agree your reporting date during onboarding. Delivery depends on completed books and receipt of the information we need from you and your providers. Earlier deadlines can be scoped at an additional fee.

What if I exceed the standard allowances?

We tailor the scope and fee to your business. The standard allowances are 500 monthly transactions, four bank and credit card accounts combined, and payroll for up to five full-time W-2 employees with one-state payroll tax filing coverage.

These allowances apply to Managed and carry through to Advisory and Strategic. They do not increase as you move up a package.

Which packages include meetings and chat support?

Managed includes a financial management meeting every two months.

Advisory and Strategic include weekly chat check-ins and a monthly financial and strategic review meeting. That monthly meeting replaces the meeting every two months.

What does Strategic add to Advisory?

Strategic adds detailed cash flow planning maintained monthly, budget development with quarterly updates, and monthly actual-versus-budget variance reporting. This gives you an ongoing view of how your business is performing against its plan.

Are tax filings included?

Managed, Advisory, and Strategic include one-state payroll tax filing coverage within the agreed payroll scope. Sales tax preparation and filing are available as an add-on.

Income tax preparation and filing are excluded from every package. You need your own CPA, whom we can coordinate with.

Can my package change as my business grows?

Yes. We can review your support needs and agree a revised package as your business changes.

Let’s find the right fit for your business.

Tell us what you already have in place and where you need support. We’ll help you choose the Grounded Business Partner package that fits.

Talk to Grounded