Services

We have a few options to best fit your needs to choose from or an even better option is to create a custom package! 

For a custom package, contact us and we can create the right package for you. 

Foundation

Ideal for newer businesses or small businesses with 50 or fewer transactions per month

 

Includes:

  • Monthly bookkeeping (reconciliation, transaction categorization)
  • Monthly financial reports (profit & loss, balance sheet, cash flow)
  • Email support (48 hour response time*)

 

$250 - $350 per month

Growth Essentials

For established businesses or small businesses who are looking to scale their operations - up to 150 transactions per month

 

Includes:

  • Starter package
  • Receipt management
  • Quarterly financial review meeting (in person or virtual)
  • Priority email support (24 hour or less response time*)

 

$400 - $550 per month

Premium

For businesses who want to scale and grow at a faster pace - unlimited transactions

 

Includes:

  • Light accounts receivable/payable tracking
  • Cash flow support
  • Monthly check-in calls
  • Priority email support (24 hour or less response time*)

 

$600 - $800 per month

* Email response time is an estimate, generally response times will be sooner than 24-48 hours however weekend response times may vary.

Terms

We offer month-to-month options as well as a 6-month contract term. Which one to choose? 10% off monthly total if you go with the 6-month contract!

Add-ons

Historical Clean-up: custom quote with a $150 base

 

Receipt/Document Management: $50-$100 per month

 

Accounts Receivable or Accounts Payable Tracking: $75 per month for 1 or $150 per month for both

 

Cash Flow Monitoring: $75 per month

 

Budget Creation: $200 one time

 

Payroll options coming soon!