Our Packages

Foundation

$300+/mo.

Bank & Credit Card Reconciliations
Monthly categorization
Financial statements (Profit & Loss, Balance Sheet, & Statements of Cash Flow)
Cash basis bookkeeping included
Email support for quick questions

Growth

$600+/mo.

Everything in Essentials, plus:

Accrual basis bookkeeping included
Supporting schedules for Balance Sheet accounts
Monthly (30 minutes) or quarterly (60 minutes) business consultation
Basic Trust Account Tracking
Add-on services available

Advisory

$1,200+/mo.

Everything in Deluxe, plus:

Accounts Payable & Receivable Services: Up to 50 bills and 50 invoices processed monthly, including full payment tracking
AP & AR Aging Reports for accurate visibility into outstanding balances
Monthly financial insights & performance review
Priority access to add-on services

Elite Extensions (Add-ons)

Historical clean-up and catch-up
Multi-entity & consolidated reporting
Budgeting and forecasting
Stakeholder reporting (investors, lenders, boards)
Audit, fundraising, and M&A documentation