Early access: This service is currently in beta. Contact us by email at [email protected] to request early access.
Accurate bookkeeping is the bedrock of your business's financial health, but it can be time-consuming and complex. Dappr's Full Service Bookkeeping subscription is designed for founders who want to offload their day-to-day accounting tasks to a professional, freeing up their time and mental energy to focus on strategy, product, and customers.
This service provides you with a dedicated bookkeeper who will handle all your core financial record-keeping tasks. They act as a trusted partner, ensuring your books are always accurate, up-to-date, and tax-ready, giving you complete peace of mind.
What's included?
When you subscribe to Dappr's Full Service Bookkeeping, you are assigned a dedicated professional bookkeeper who becomes an integrated part of your team. Their primary responsibilities include:
Categorizing your transactions: Your bookkeeper will meticulously review every transaction from your connected accounts and assign it to the correct category in your Chart of Accounts. Their expertise ensures that a new laptop is correctly recorded as an asset to be depreciated, while a monthly software subscription is recorded as an expense, distinctions that are crucial for accurate financial reporting.
Performing monthly reconciliations: At the end of each month, they will perform a full reconciliation, ensuring your Dappr records perfectly match your bank, credit card, and Dappr Financial Account statements. This process is vital for catching potential bank errors or fraudulent charges and confirming that every dollar is accounted for.
Preparing key financial statements: Your bookkeeper will prepare your monthly Income Statement and Balance Sheet. This provides you with a clear and reliable picture of your business's financial health, allowing you to track performance and make data-driven decisions.
On-demand chat consultations: You can communicate directly with your bookkeeper for any questions or discussions related to your books. Think of them as your financial co-pilot, ready to answer questions like, "What was our total travel spending for the last quarter?" or "Can you provide a report showing our revenue by month for this year?"
To ensure everything is categorized correctly, your bookkeeper may occasionally reach out to you through the Dappr chat to request a specific receipt or ask for clarification on an unusual transaction.
Pricing and plan tiers
Our bookkeeping pricing is structured to be fair and to scale with your business. The tier you're in is determined by your average monthly operational expenses—the regular costs of running your business that appear on your Income Statement, such as software, marketing, and rent. We do not count large, one-time asset purchases (like major equipment) in this calculation to ensure your pricing is predictable.
You can choose to be billed monthly or annually, with the annual plan offering a significant discount.
Handling expense growth
If your business operations expand and your expenses move you into a higher tier, your plan will be adjusted as follows:
For Monthly Plans: The new, higher price will take effect in the month after you cross the expenditure threshold. This ensures you have predictability and no surprise charges for the current month.
For Annual Plans: You will be charged the prorated difference in the plan price for the remainder of your annual term. For example, if you are six months into a $1,200/year plan and move to a $1,800/year tier, you would be charged the prorated difference of $300 for the remaining six months. This charge occurs in the same month that your expenses reach the next tier.
Getting started
Signing up is a simple process:
From the main menu, navigate to Accounting, then select Hire a bookkeeper from the top menu.
Select the pricing tier that matches your company's expected monthly expense volume.
Choose whether you wish to be billed on a monthly or annual basis.
Click Get started. You will be guided through a brief onboarding form where you will securely connect your third-party financial institution accounts.
You will then be directed to checkout to complete your subscription.
After you've subscribed, you will be introduced to your dedicated bookkeeper via email. They will gain access to your existing Dappr Accounting records and will conduct a brief review of previously categorized transactions for the current tax year, informing you if any compliance issues are identified.
Frequently asked questions
What are your bookkeepers' qualifications?
Our bookkeepers are professionals who are educated and experienced in business accounting. They are qualified in and focused on accurately managing your day-to-day financial transactions, maintaining a clean general ledger, and preparing your financial statements. While they are not necessarily Certified Public Accountants (CPAs), they undergo continuous training on the Dappr platform and accounting best practices. We ensure you always have access to the right level of expertise; if a question or situation arises that your dedicated bookkeeper isn’t qualified to handle, a CPA will be consulted.
I'm behind on my bookkeeping. Can you help me catch up?
Absolutely. We can get your books caught up, whether you're behind by a few months or several years. This service is invaluable if you need to prepare for an unexpected audit, apply for a loan, or get your financials in order for a potential investor. Our bookkeepers can complete any outstanding work for up to the five previous tax years, as well as all months leading up to today's date in the current tax year. Catch-up services are billed as follows:
Current Tax Year: All catch-up months are billed at your standard monthly rate.
Previous Tax Years: You will receive a 20% discount off your rate for all months from previous tax years.
Does my bookkeeper also file my business or personal taxes?
The Full Service Bookkeeping subscription includes the monthly preparation of your company's books and providing you with tax-ready financial reports. This ensures your financials are organized and ready for filing season, which can make the tax filing process simpler and less expensive. However, the actual filing of your tax returns is not included in this service. Dappr offers separate, end-of-year tax filing services for a fixed fee. To learn more, please navigate to the "Taxes" page in the top menu.
Your role while using Full Service Bookkeeping
While your bookkeeper handles the heavy lifting, your partnership is key to maintaining perfect records. Your responsibilities will be to:
Upload statements for any bank accounts that are not connected to Dappr via Plaid. Your bookkeeper cannot see into accounts that are not linked, so providing these statements promptly is crucial.
Continuously provide documentation for purchases and sales. This includes not just receipts, but also documents like signed contracts, vendor agreements, or loan paperwork that provide essential context for financial transactions.
Capture receipts with the Dappr mobile app. This is one of the most impactful habits you can build. When you use your Dappr Visa card for a purchase, immediately capturing a photo of the receipt using our iOS or Android app gives your bookkeeper the real-time documentation they need. It eliminates the end-of-month scramble to find old receipts and ensures no potential tax deduction is missed.