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Our Services

Monthly Support Plans

Essentials

$399

For small businesses with straightforward books.

/mo

  • Monthly transaction categorization
  • Reconciliation of up to 3 bank and credit card accounts
  • Up to 100 transactions/month
  • Monthly profit and loss and balance sheet
  • Month-end close checklist
  • Monthly email support

Complete

Main package

$599

/mo

For established small businesses that need more oversight.

  • Everything in Essentials
  • Up to 250 transactions/month
  • Reconciliation of up to 5 bank and credit card accounts
  • Monthly financial review call
  • Review of unusual transactions and missing records
  • Priority email support

Premium

$899+

/mo

For higher-volume or more complex businesses.

  • Everything in Complete
  • Higher transaction and account limits, agreed in advance
  • More involved month-end review
  • Customized reporting and regular owner check-ins
  • Scope and pricing based on complexity
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