Everyday
Essentials

For the Business Owner Who Wants their Time
Back Without Losing Control of their Finances
$ 247 Monthly
  • Professional software set up with custom chart of accounts and access to Quickbooks App
  • Monthly bank reconciliation of up to 3 accounts
  • Financial statements straight to your inbox each month
  • Unlimited email support
  • Up to 100 total transactions categorized to help minimize tax liability
  • Quarterly/yearly sales tax remittance
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Personal Planning
& Payroll

For the Entrepreneur Looking to Scale their
Business, Increase Profit, and Focus their Efforts
$ 365 Monthly
  • Everything in Everyday Essentials Package, plus:
  • One 60 min 1:1 session per month to review financials, set goals, and plan ahead
  • Up to 200 total transactions categorized per month
  • Payroll Processing
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Top Tier
& Tailored

For the Tycoon Taking it to the Top
(Leave the Stress at the Door)
$ 849 Monthly
  • Everything in Everyday Essentials and Personal Planning & Payroll Packages, plus:
  • Prioritized and unlimited support calls (consulting and advice when you need it)
  • Manage accounts receivable, including: invoicing, payment reminders, and aging summary
  • Project Costing (know your margins)
  • Personalized budgeting and follow up to target specific goals
  • Up to 350 total transactions categorized per month
  • Weekly reconciliations of up to 5 accounts (always up-to-date)
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