01. Monthly financial statements
Receive financial statements based on the completed monthly books. You can see the period's results without waiting until year-end to bring the records together.
Small business accounting services
Small business accounting services built on monthly bookkeeping.
Current books are the starting point. Figures brings the reporting, accounting oversight, and CFO guidance that help you understand what they mean.
Get monthly financial statements, a dedicated CFO, and real-time tax planning alongside the recurring bookkeeping work. One connected finance team for $999/month.
- $999/month
- Monthly bookkeeping, financial statements, CFO advisory, and real-time tax planning
- EAs and CPAs
- In-house and IRS-authorized
- About two weeks
- Typical standard onboarding
After the monthly close
What do small business accounting services add to bookkeeping?
Bookkeeping records transactions, reconciles accounts, and closes the books each month. Accounting focuses on the financial statements, the quality of the reporting, and the questions those numbers raise. Figures connects that work to a dedicated CFO, who helps you use the information for planning and business decisions.
See how our small business bookkeeping services keep the underlying records current.
One connected finance team
Each layer has a job. Your team connects them.
The same monthly financial information moves through bookkeeping, accounting, and CFO advisory. That means the discussion does not stop when the books close.
Bookkeeping
Organize transactions, reconcile accounts, and complete the recurring monthly close.
Accounting
Deliver financial statements, focus on reporting quality, and address accounting questions in the monthly numbers.
CFO advisory
Use the current financial information for forecasts, plans, scenarios, and business decisions.
Year-round tax planning stays connected to those same records and decisions.
Beyond completed books
Financial statements with someone to explain them.
Figures' recurring bookkeeping produces current records. The accounting and advisory work keeps the resulting reports connected to the questions an owner needs to answer.
02. Reporting quality and oversight
The accounting layer focuses on whether the statements reflect the underlying records and on accounting questions that need attention. The monthly close supplies the starting point; accounting makes the reporting useful.
03. An explanation of the numbers
Your dedicated CFO helps you understand what the statements say about cash, spending, and the decisions ahead. See how CFO advisory works.
04. Tax planning while the year is underway
Figures' in-house EAs and CPAs can raise tax considerations while business decisions are still being made. Real-time tax planning is included in the monthly plan.
Your existing system
Accounting that works from the books you use.
Figures works in the accounting tool your business uses, including QuickBooks and Xero. The team handles the recurring bookkeeping there, then uses those monthly records as the basis for financial statements and advice. If your tool has a paid subscription, you pay that cost separately.
Figures Foundations
The books and the guidance behind them. $999/month.
One recurring plan connects monthly bookkeeping, financial statements, a dedicated CFO, and real-time tax planning. You do not need a separate subscription for each layer.
Figures Foundations
$999/month
- Monthly bookkeeping, reconciliations, and close
- Monthly financial statements
- Monthly accounts payable and receivable reports and insights
- Accounting oversight and reporting guidance
- Dedicated CFO advisory
- Real-time tax planning on key business decisions
- Access to Figures' in-house EAs and CPAs
Catch-up and cleanup work are reviewed, scoped, and priced separately. Tax return preparation and filing are separate services. The $999 monthly plan includes an overview of accounts payable and receivable. Managing them is an add-on service. With the accounts payable and receivable management add-on, Figures helps raise invoices, communicates with customers and vendors on your behalf, and follows up on collections. Payroll processing is not part of the standard monthly scope. Any paid accounting-software subscription is a separate client expense.
From current books to current reporting
A clear start, then a monthly reporting rhythm.
01
Review your starting point
Figures reviews your current books and accounting setup. If earlier periods need catch-up or cleanup, the team explains the separate work, timeline, and price before it begins.
02
Connect the work
The team organizes the recurring workflow in the accounting tool you use and assigns your finance team. Standard onboarding typically takes about two weeks. A backlog can require a separate timeline.
03
Close, report, and discuss
Each month, the books are closed on the agreed schedule and the resulting financial statements are delivered. Your CFO helps connect the current numbers to planning and decisions; the tax team can raise tax considerations during the year.
Questions about small business accounting
What do Figures' small business accounting services include?
The $999 monthly plan connects recurring bookkeeping and close, monthly financial statements, monthly accounts payable and receivable reports and insights, accounting oversight, a dedicated CFO, and real-time tax planning. Figures works in the accounting tool your business uses. Catch-up work, tax return preparation and filing, and any software subscription are separately scoped or paid. The $999 monthly plan includes an overview of accounts payable and receivable. Managing them is an add-on service.
How are bookkeeping and accounting different?
Bookkeeping records and organizes transactions, reconciles accounts, and completes the monthly close. Accounting focuses on financial statements, reporting quality, and accounting questions that follow from those books. CFO advisory uses the resulting information for forecasts, planning, and business decisions. Figures connects those layers in one monthly engagement.
Do I need both a bookkeeper and an accountant?
Your business needs both current records and a way to understand the financial results. Figures combines the recurring bookkeeping and accounting work with CFO advisory, so you do not have to coordinate separate providers for each layer.
How much do small business accounting services cost with Figures?
Figures' recurring monthly plan is $999. It includes bookkeeping, financial statements, a dedicated CFO, and real-time tax planning. Catch-up or cleanup is scoped and priced separately. Tax return preparation and filing are separate services, and you pay any accounting-software subscription separately.
Can Figures work with my accounting software?
Yes. Figures works with the accounting tool your business uses, including QuickBooks and Xero. If the tool requires a paid subscription, that cost is separate from the Figures monthly service fee.
Does the monthly plan include tax return preparation?
No. Real-time tax planning on key business decisions is included in the $999 monthly plan. Tax return preparation and filing are separate services.
What if my books are behind?
Figures reviews the backlog and defines the catch-up or cleanup work before starting. That work has its own scope, timeline, and price. Standard onboarding typically takes about two weeks, but that is not a promise to clear every backlog in two weeks.
Talk to an advisor
Ready to understand what your monthly numbers mean?
Tell us about your business and your current accounting setup. An advisor will review the fit and explain the next step.
Monthly bookkeeping, reconciliations, and close
Monthly financial statements
Monthly accounts payable and receivable reports and insights
Accounting oversight and reporting guidance