Stay organized and tax-ready, every month.
Perfect for solo entrepreneurs who want clarity and control without complexity.
Monthly reconciliation of up to 2 accounts
Categorization of up to 75 transactions
Basic monthly report for quick insight
Stay compliant, ready for tax season, and confident in your day-to-day decisions.
Ideal for:
Independent professionals and small business owners who want to keep things simple, clean, and up to date.
Clear reports for confident business growth.
As your business grows, so do your financial responsibilities.
This plan gives you clear visibility into your performance month after month.
Monthly reconciliation of up to 4 accounts
Categorization of up to 150 transactions
Monthly financial reports with a summary and insights
Limited email support for quick questions
Ideal for:
Small business owners who want consistent reports, reliable organization, and actionable insights to guide their decisions..
Comprehensive bookkeeping with strategic insight.
For larger or more complex businesses, this package offers depth, control, and partnership.
Monthly reconciliation of up to 6 accounts
Categorization of up to 300 transactions
Detailed monthly reports and financial summaries
Monthly review call to discuss insights and next steps
Optional add-ons: Accounts Receivable and Accounts Payable management
Ideal for:
Established businesses looking for a reliable financial partner that offers accuracy, insight, and a strategic perspective.
Clean-Ups
Bring order to messy books with professional review, correction, and reconciliation.
Budgeting
Transform your financial goals into structured, actionable monthly budgets.
Deep Dives
Let advanced financial analysis and insights tailored to your business performance and strategic decisions.