Stay on top of your finances without the stress. This package is $300-$400/month and includes:

• Up to 100 transactions per month

• Recording and categorizing all transactions

• Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

• Bank and credit card reconciliations

• Year-end summary for tax filing

• Email support

Perfect if you’re a one-person business who needs clean, organized books.

Gain clarity and confidence as your business grows. This package is $400-$650/month and includes:

• Everything in the Starter Package - up to 300 transactions per month

• Tying A/R, A/P, and/or loans

• 1099 preparation for up to 10 contractors (included)

• Priority email support

Great for small teams and business owners who want more insight and peace of mind.

Get a financial partner who goes beyond the numbers. This package is $650-$1,000/month and includes:

• Everything in the Starter and Growth Packages - for businesses with complex needs

• Detailed special monthly reporting for custom insights

• Unlimited 1099 preparation included

• Priority support

Ideal if you want full financial visibility and guidance every step of the way.

Behind on your books? We’ll get you caught up and back on track. Pricing depends on volume and complexity of the months that need to be cleaned.

• Review and organize past months/years of records

• Reconcile accounts to ensure accuracy

• Provide clean financial reports ready for tax filing

• Required for new clients with out-of-date books before starting a monthly package

Save time and avoid mistakes during tax season. $15/form that needs preparing.

• Collect W-9s from contractors

• Prepare and file 1099-NEC/MISC with the IRS

• Provide contractor copies

Note:

• Growth Package clients get up to 10 forms included.

• Premium Package clients get unlimited 1099s included.

Pricing varies. Let us know if you are interested in adding on any of the following services!

1. Detailed financial insights

2. Expedited financial delivery