For business owners who want their books handled with care, accuracy and consistency.

• Monthly bookkeeping
• Monthly financial statements (P&L, Balance Sheet, Cash Flow)
• Categorization & bank/credit card reconciliations
• Tax-ready books & reports for your CPA
• Email support for routine questions
  
  ADD-ONS:
• Payroll processing
• Accounts Payable (bill entry & payments management)
• Accounts Receivable (invoicing & collections follow-up)
• Inventory tracking & COGS management
• Sales tax filings
• 1099 preparation
• Historical clean-up or catch-up work

For businesses that want deeper clarity, trends and real understanding - beyond just clean books.

Includes everything in Foundation, plus:

• Custom KPI dashboard
• Cash flow tracking & projections
• Expense & profitability analysis
• Quarterly strategy calls
• Customized reports tailored to your business model

For growing businesses that want thoughtful, high-level financial guidance and confident, data-driven decisions.

Includes everything in Insights, plus:

• CFO-level advisory & goal-setting
• Monthly strategy meetings
• Budgeting & forecasting
• Pricing & profitability optimization
• Systems & workflow optimization
• Financial modeling & "what-if" scenarios