Clear and Defined Pricing Plans
Pick a plan that fits your current goals. We provide professional financial management without any confusing industry terms.
Essentials
The perfect starting point for entrepreneurs who need organized monthly reporting.
- Best for: Solo proprietors
- Monthly categorization of all bank/credit card activity
- Account reconciliation
- Standard financial reports
Growth
A tailored solution for scaling teams that require regular strategy and oversight.
- Best for: Small teams (1-5 staff)
- All Essentials features
- Basic accounts payable/receivable
- Monthly performance review
- Continuous ledger maintenance
Premium
Comprehensive financial management for mature brands needing a lead expert.
- Best for: Dynamic agencies & retailers
- All Growth features
- Total bookkeeping lifecycle
- Advanced A/P & A/R workflows
- Monthly Zoom financial check in
- CPA & tax preparer coordination
Simple Steps Toward Better Financials
PHASE 1
Integration
We securely connect your existing software and pull historical data to establish a solid technical foundation for your accounts.
PHASE 2
Recovery
Our specialists audit your previous records to fix discrepancies and reclassify every line item for complete financial integrity.
PHASE 3
Active Service
Experience total confidence with daily transaction monitoring and monthly reconciliations that keep you ready for any tax audit.
PHASE 4
Strategic Growth
We transform raw data into actionable reports, giving you the clarity needed to make smart moves for your business's future.