Your back office, handled. You stay in control.
Small business owners spend hours every week on books, invoices and paperwork. Coinfish Back Office combines smart automation with human review to keep your books current, follow up on unpaid invoices, organize your bills and keep your deadlines on your calendar, in English or Spanish.
What's included in every plan
- Bookkeeping categorization and monthly close review
- Invoice reminders and collections follow-up
- A bill queue you approve: we never move your money
- A 13-week cash-flow view and a monthly one-page summary
- Receipt capture and a deadline calendar for tax, licenses and insurance
Simple flat pricing
Essentials
The core back office: books, invoices, bills, cash-flow view and deadline calendar.
$750 setup + $395/month
Growth
Everything in Essentials, with more volume and more add-on modules for a growing team.
$1,250 setup + $795/month
Full Back Office
Everything in Growth, with all add-on modules for a complete back office.
$2,000 setup + $1,495/month
Flat fees. No per-transaction fees. A 3-month minimum, then month to month.
Add-on modules
Front Desk
Calls, email, booking, FAQs and review replies.
People
Payroll prep and new-hire onboarding.
Compliance
W-9s, certificates of insurance, permits and sales tax reminders.
Lender Ready
A readiness score and covenant reporting, so you are prepared before you talk to lenders on your own.
Add-ons on Essentials: $150/month each, flat
One-time books cleanup
Behind on your books? We catch them up before your plan starts. Flat fee quoted after a consult based on how far behind you are.
$500 to $2,500 flat
Built for your business
Contractors, restaurants and delis, retail and bodegas, barbershops and salons, professional services, and trucking.
How it works
- Free consultation. We learn how your business runs today.
- Secure onboarding. You share documents through our secure client portal.
- Live in about 30 days. Your back office runs, and a person reviews all work.
Coinfish Capital Advisors provides advisory and administrative support only. We are not a lender, broker, CPA or tax preparer, and we never hold or move client funds. Tax and payroll filings are referred to licensed professionals. A person reviews all work. Results vary.