Beyond the ordinary

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.

Monthly Service Packages

1. The Core Tier $250-$450

Best for: Solopreneurs and freelancers with low transaction volumes.

  • Monthly Bank Reconciliation: Up to 2 accounts (Checking/Credit Card).

  • Categorization: Accurate coding of all income and expenses.

  • Financial Health Check: Monthly Profit & Loss statement and Balance Sheet.

  • Virtual Support: Email-based support with a 48-hour turnaround.

  • Annual Prep: Year-end financial package for your CPA.

2. The Growth Tier $500-$750

Best for: Established small businesses with employees or contractors.

  • Expanded Reconciliation: Up to 4 accounts.

  • Accounts Payable (AP): Digital bill tracking and management.

  • Payroll Integration: Syncing payroll data with your general ledger.

  • Quarterly Strategy Call: A 30-minute deep dive into your margins and trends.

  • Priority Support: Email and text support with a 24-hour turnaround.

3. The Scale Tier $800-$1200

Best for: High-volume businesses requiring active cash flow management.

  • Comprehensive Reconciliation: Up to 7 accounts.

  • Accounts Receivable (AR): Invoicing clients and tracking aging reports.

  • Class/Project Tracking: Break down profitability by department or job.

  • Monthly Video Consult: 1-hour "CFO-lite" session to review KPIs.

  • Receipt Management: Integration with tools like Dext or Hubdoc for a paperless audit trail.

Behind every service we provide is a dedicated team of professionals, each bringing their unique expertise and enthusiasm to our business.

Beyond the ordinary

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.