Explore Our Packages

Explore our range of packages designed to help you move forward with confidence, wherever you're headed next.

Introductory Package

Starting at: $300/month

Best for: startups, solopreneurs, low transaction volume

Includes:

  • Monthly transaction categorization

  • Bank & credit card reconciliations

  • Monthly Profit & Loss + Balance Sheet

  • Year-end financials for tax prep

  • Email support

Essentials Package

Starting at: $500-$600/month

Best for: businesses with steady revenue and expenses

Includes everything in Introductory, plus:

  • Accounts receivable (invoice tracking)

  • Accounts payable (bill tracking)

  • Monthly financial review call

  • Cash flow snapshot

  • Basic KPI reporting

Ultimate Package

Starting at: $1,500+/month

Best for: $500k+ revenue or rapidly growing companies

Includes everything in Growth, plus:

  • Budgeting & forecasting

  • Profitability analysis

  • Cash flow strategy & planning

  • Quarterly strategy sessions

  • Collaboration with CPA/tax preparer

Growth Package

Starting at: $900-$1,200/month

Best for: businesses scaling operations or managing teams

Includes everything in Essentials, plus:

  • Payroll coordination/processing

  • Monthly cash flow forecasting

  • Budget vs. actual reporting

  • Vendor & expense management insights

  • Priority support

Custom Package

Priced per month or project

These services can be customized:

  • QuickBooks setup or conversion

  • Catch-up/cleanup bookkeeping

  • Payroll processing

  • Sales tax filing

  • 1099 preparation

  • Audit support

  • Financial software training

Get In Touch

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.