Simple Start
Starting at $350/month
For businesses that need clean, consistent books especially leading into tax season or preparing for financial visibility.
This package includes:
- Categorization of income and expense
- Monthly reconciliation of financial account
- Profit & Loss reporting
- Secure client portal access
- Email support
- Quarterly business consultation
Ideal for business owners who need their financials in order but aren’t ready for monthly advisory support.
All of our services are billed month-to-month. Stay because it’s working not because you’re locked in. No Long-Term Contracts. No Surprises.
Essentials
Starting at $550/month
For business owners ready to lead with steady insight, make timely decisions, and truly understand their financial position.
This package includes:
- Categorization of income and expense
- Monthly reconciliation of financial account
- Profit & Loss reporting
- Balance Sheet report
- Cash Flow reporting
- A/P and A/R reporting
- Secure client portal access
- Monthly business consultation
- Monthly summary email with insights and highlights
- Priority support response times
Perfect for businesses seeking recurring clarity and a thought partner to guide financial decisions.
All of our services are billed month-to-month. Stay because it’s working not because you’re locked in. No Long-Term Contracts. No Surprises.
Strategic Add-Ons
Available Only After 90 Days
Once we’ve maintained three months of clean, consistent books, clients can unlock deeper financial clarity and strategic add-ons, custom-quoted based on need and volume:
- KPI Dashboards: Custom visualizations to track business performance
- Cash Flow Forecasting: Predict and manage future financial position
- Pricing & Margin Analysis: Evaluate product/service profitability
- Accounts Receivable Management: Monitor and manage incoming payments
- Accounts Payable Management: Track and schedule outgoing payments
- Capital Readiness Preparation: Prepare financials for funding opportunities
- Cleanup Projects: Rectify historical bookkeeping discrepancies
- Multi-Entity Tracking: Consolidate financials across multiple business entities
- Sales Tax Filing: Calculate, file, and submit sales tax accurately and on time
Note: Add-on services are priced based on scope and complexity.