What We Offer
We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.
-
Starting at $300 per month
Monthly Bank and card reconciliation
Expense categorization with bank rules
Monthly financial statements
-
Starting at $350
Everything in essential
Light AR and AP tracking
Quarterly performance summary
Priority support
-
Starting at $450 per month
Everything in professional
Custom reports and KPI dashboards
Accrual. Payroll, and loan tracking
Monthly loom walkthrough
CPA ready books for tax time
-
Starting at $750
Scheduled monthly 1:1 meetings
Custom KPI performance dashboards
Cash flow optimization and forecasting
Operational efficiency panning
Our Process
DIscovery
Let us know how we can best serve you. What is keeping you up at night?
Quickbooks Review
We will analyze the total volume and complexity of transactios to come up with a custom price plan
Proposal
Get clear pricing for your services. We have a 100% satisfaction guarantee, meaning if you aren’t happy, you don’t pay.
Onboarding
We will walk you through our seemless onboarding process. This process helps us limits the amount of times we need to contact you for something. Let us take the stress away from you!
Let’s Work TogetherIf you're interested in working with us, complete the form with a few details about your what you are looking for. If you’re not sure, that’s okay!
We'll review your message and get back to you within 48 hours.