$500-$800/month

Perfect for small businesses that need reliable bookkeeping and accurate financial records. The Core Package includes monthly transaction categorization, bank and credit card reconciliations, financial statement preparation, and year-end support for your tax professional. You'll receive organized books, timely reporting, and the confidence that your financial records are accurate and up to date.

$1,200-$2,000/month

Designed for growing businesses that need more visibility into their financial performance. In addition to everything included in the Core Package, the Growth Package provides accounts payable and accounts receivable monitoring, monthly financial review, cash flow tracking, budget-to-actual reporting, and actionable financial insights. This package helps business owners make informed decisions and stay ahead of potential financial challenges.

Starting at $2,500/month

Our most comprehensive solution delivers controller-level financial oversight for businesses ready to scale. In addition to all Core and Growth services, the Performance Package includes cash flow forecasting, budgeting and financial planning, process improvement recommendations, strategic financial analysis, and ongoing advisory support. This package provides the financial insight and accountability typically available only through a full-time Controller or CFO—at a fraction of the cost.

• Historical Cleanup & Catch-Up Bookkeeping

• QuickBooks Setup & Training

• Accounts Payable Processing

• Accounts Receivable & Collections Support

• Payroll Coordination

• Budget Development

• Job Costing

• Cash Flow Forecasting

• Financial Dashboard Creation

• Custom Reporting & KPI Dashboards