Our Pricing
Pricing packages designed for your success
Essential Service
Perfect for new businesses starting out
What’s included?
- Streamlined chart of accounts
- Weekly transaction posting
- Reconcile bank & credit accounts
- Monthly financial statements
- Quarterly financial review
- Year-end 1099 preparation
- Secure client portal
- Unlimited email support
- Year-end financial review
- CPA/Tax preparer packet
Balanced Service
For businesses ready to take control and grow
What’s included?
- Everything in Essential
- Receipt management
- App integration
- Monthly statements + aging report
- Monthly financial review
- Telephone support
Signature Service
Your partner in financial strategy and growth
What’s included?
- Everything in Essential & Balanced
- Payroll integration
- As-needed strategy calls
- Custom monthly financial statements
- Support via email, phone, video
CLIENT TESTIMONIALS