Up to 35 hours of bookkeeping support each month
Advanced reconciliation across multiple bank, credit, loan, or merchant accounts
Monthly financial strategy meetings
Cash flow analysis & monitoring
Comprehensive profit, margin, and trend reporting
Dedicated monthly advisory session (reviewing financial goals, budgeting, and tax positioning)
Support for multiple revenue streams or departments
In-depth expense analysis to improve profitability
Priority support (same or next-business-day response)
Quarterly estimated tax planning + projections
Audit-ready books year-round
High-volume transaction support
Accounts payable & accounts receivable support
Year-end tax preparation coordination with your tax return
Simple, predictable monthly pricing with no surprise fees
Multi-revenue stream small businesses
Businesses scaling their operations
E-commerce brands or multi-platform sellers
Law firms, clinics, real estate brokerages, or agencies
Companies needing deeper financial oversight + strategy
Businesses wanting both bookkeeping and financial guidance
Up to 35 hours of bookkeeping support each month
Advanced reconciliation across multiple bank, credit, loan, or merchant accounts
Monthly financial strategy meetings
Cash flow analysis & monitoring
Comprehensive profit, margin, and trend reporting
Dedicated monthly advisory session (reviewing financial goals, budgeting, and tax positioning)
Support for multiple revenue streams or departments
In-depth expense analysis to improve profitability
Priority support (same or next-business-day response)
Quarterly estimated tax planning + projections
Audit-ready books year-round
High-volume transaction support
Accounts payable & accounts receivable support
Year-end tax preparation coordination with your tax return
Simple, predictable monthly pricing with no surprise fees
Multi-revenue stream small businesses
Businesses scaling their operations
E-commerce brands or multi-platform sellers
Law firms, clinics, real estate brokerages, or agencies
Companies needing deeper financial oversight + strategy
Businesses wanting both bookkeeping and financial guidance