Services

Foundation Plan

Startups, Independent Contractors, Rideshare drivers, beauty professionals, other small businesses

Know Your Numbers

Starting at $300/month

Monthly Bookkeeping
Up to 50 transactions per month
1 bank account
Bank reconciliation
Monthly Profit & Loss Report
Quarterly check-in call
Email Support

Essential Plan

Growing businesses with consistent revenue

Grow Your Business - Everything in Foundation, plus:

Starting at $500/month

Balance Sheet
Cash Flow Statement
Up to 150 transactions per month
Up to 3 bank accounts
Monthly Financial Review Meeting
Budget Tracking
Tax-ready financials
Priority Response
Quarterly Business Health Review

Growth Plan (Most Popular)

For businesses ready for better visibility and control

Improve Profitability - Includes everything in Essential, plus:

Starting at $1,500/month

Accounts Payable Management
Accounts Receivable Tracking
Customer Invoicing support
Monthly financial review summary
Cash flow tracking
1 monthly strategy call

Premium Plan

For established businesses that want full financial clarity and support

Includes everything in Growth, plus

Starting at $3,000/month

Accounts receivable tracking & collections support
Budgeting & forecasting
KPI tracking & performance insights
Growth Planning
2 monthly strategy/advisory calls
Priority support
Dedicated point of contact

Add-On Services

Catch-Up/Clean-Up Bookkeeping

Starting at $500 (one-time or scoped project)

Accounts Payable Management

Starting at $300/month

Payroll Coordination Support

Starting at $250/month

Custom Financial Reporting/Dashboards

Starting at $500/month

We will do a discovery call with all new clients

Services

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