Your books, kept current. Here's how.
Four steps. Most of the work is your CPA's.
Tell us about your business.
Fill out a short form or book a 15-minute call. We'll ask what you do, how many bank accounts you have, and how far behind the books are. Then we pick a plan together. No commitment to start the conversation.
Your CPA sets up your books.
Before you ever log in, your CPA sets up your accounts, customers, vendors and opening balances, and brings in your bank activity from the statements you upload. You log in to books that are ready to use.
Ready on day one. Sample company, sample data. You answer only what only you know.
Bank rules categorize the routine lines. For the rest, Libra suggests a category based on how you categorized before and shows you why. What's left for you is short: what a check was for, whether a lunch was with a client. On Assisted and Full-Service, your CPA handles the questions first and only sends you the ones that need you.
One click for the easy ones. Sample company, sample data. Your statements stay current.
Profit and loss, balance sheet and cash flow, live whenever you look. Print them, or export to Excel. On Assisted and up, your CPA reviews your books every month.
Change the dates and the statement redraws. Sample company, sample data.
What you do and what your CPA does
| Task | Self-Service $25 | Assisted $49 | Full-Service $199 | Full-Service Plus $299 |
|---|---|---|---|---|
| Set up your books | Your CPA | Your CPA | Your CPA | Your CPA |
| Bring in bank activity | You | You | Your CPA | Your CPA |
| Categorize transactions | You | You, routine ones | Your CPA | Your CPA |
| Answer the hard questions | You | Your CPA, asks you if needed | Your CPA, asks you if needed | Your CPA, asks you if needed |
| Post categorized work and approve new accounts | Your CPA | Your CPA | Your CPA | Your CPA |
| Review the books every month | Your CPA | Your CPA | Your CPA | |
| Close the month and send statements | Your CPA | Your CPA | ||
| Check-in call | 30 min a quarter | 30 min a month | 30 min a month |
Full-Service is for businesses with up to $15,000 in average monthly expenses. One-time setup and catch-up is $450.