We’ll review your books, identify gaps, and recommend the right plan.
Less than 15,000 in monthly expenses or $200k annual revenue
Perfect for:
Solo entrepreneurs, low transaction volume & small businesses with simple finances
What’s included:
✔
Cash basis monthly bookkeeping (up to 150 transactions)
✔
Bank & credit card reconciliation
✔
Basic expense categorization
✔
Monthly financial statements (P&L, Balance Sheet)
✔
Email support (48-hour response)
✔
Quarterly review call (optional)
✔
Basic cleanup of minor discrepancies
Best for you if:
You just want clean, accurate books without complexity.
We’ll review your books, identify gaps, and recommend the right plan.
Less than $30,000 in monthly expenses or $500k annual revenue
Perfect for:
Growing businesses that need visibility & control
Includes everything in Starter, plus:
✔
Up to 300 transactions/month
✔
Accounts receivable & payable tracking
✔
Invoice creation & follow-ups
✔
Cash flow management
✔
Monthly review call
✔
Integration with payment platforms (Stripe, PayPal, Shopify, etc.)
✔
Basic KPI reporting
Support:
✔
Priority support (36-hour response)
Best for you if:
Your business is growing and you need better financial clarity to make decisions.
We’ll review your books, identify gaps, and recommend the right plan.
Less than $100,000 in monthly expenses or $1.5m annual revenue
Perfect for:
Established businesses needing high-level financial management
Includes everything in Growth, plus:
✔
Up to 699+ transactions/month (custom scalable)
✔
Financial reporting
✔
Full AR & AP management
✔
Advanced reconciliation (loans, multiple accounts, credit lines)
✔
Cash flow forecasting
✔
Dedicated account manager
✔
Audit-ready financials
Support:
✔
Same-day priority support
Best for you if:
You want a finance partner, not just a bookkeeper.
Get expert bookkeeping filing support tailored to
your business size and complexity — without surprise fees.
We’ll review your books, identify gaps, and recommend the right plan.
Less than 15,000 in monthly expenses or $200k annual revenue
Perfect for:
Solo entrepreneurs, low transaction volume & small businesses with simple finances
What’s included:
✔
Cash basis monthly bookkeeping (up to 150 transactions)
✔
Bank & credit card reconciliation
✔
Basic expense categorization
✔
Monthly financial statements (P&L, Balance Sheet)
✔
Email support (48-hour response)
✔
Quarterly review call (optional)
✔
Basic cleanup of minor discrepancies
We’ll review your books, identify gaps, and recommend the right plan.
Less than $30,000 in monthly expenses or $500k annual revenue
Perfect for:
Growing businesses that need visibility & control
Includes everything in Starter, plus:
✔
Up to 300 transactions/month
✔
Accounts receivable & payable tracking
✔
Invoice creation & follow-ups
✔
Cash flow management
✔
Monthly review call
✔
Integration with payment platforms (Stripe, PayPal, Shopify, etc.)
✔
Basic KPI reporting
Support:
✔
Priority support (36-hour response)
Best for you if:
Your business is growing and you need better financial clarity to make decisions.
We’ll review your books, identify gaps, and recommend the right plan.
Less than $100,000 in monthly expenses or $1.5m annual revenue
Perfect for:
Established businesses needing high-level financial management
Includes everything in Growth, plus:
✔
Up to 699+ transactions/month (custom scalable)
✔
Financial reporting
✔
Full AR & AP management
✔
Advanced reconciliation (loans, multiple accounts, credit lines)
✔
Cash flow forecasting
✔
Dedicated account manager
✔
Audit-ready financials
Support:
✔
Same-day priority support
Best for you if:
You want a finance partner, not just a bookkeeper.
Get expert bookkeeping filing support tailored to
your business size and complexity — without surprise fees.
Get expert tax filing support tailored to your business size and complexity — without surprise fees.
Perfect for:
Freelancers, solopreneurs, and small businesses with straightforward tax filing needs.
What’s included:
✔
Annual business tax return preparation
✔
Federal tax filing
✔
Basic tax review
✔
Profit & Loss review
✔
Tax-ready financial checklist
✔
Secure document collection
✔
Email support
✔
One state filing included
✔
Year-end consultation call
✔
Free tax extension
Eligibility Criteria:
✔
Annual revenue under $200K
✔
Single-member LLC or sole proprietorship
✔
No inventory
✔
No employees
✔
Basic deductions only
✔
Clean and organized books
Get expert tax filing support tailored to your business size and complexity — without surprise fees.
Perfect for:
Growing businesses requiring multi-state filings, payroll considerations, and proactive tax support.
Everything in Starter, plus:
✔
Business tax strategy review
✔
Multi-state filing support
✔
Owner compensation guidance
✔
Quarterly estimated tax calculations
✔
Payroll tax review
✔
Sales tax guidance
✔
IRS notice assistance
✔
Accountant coordination
✔
Priority support
✔
Extended consultation time
✔
Free tax extension
Eligibility Criteria:
✔
Annual revenue under $500K
✔
S-Corp or partnership structure
✔
Payroll processing required
✔
Multiple deduction categories
✔
Moderate transaction volume
Ideal For:
✔
Agencies
✔
Ecommerce businesses
✔
Growing startups
✔
Service companies with employees
Get expert tax filing support tailored to your business size and complexity — without surprise fees.
Perfect for:
Established businesses needing advanced tax planning and ongoing financial oversight.
Everything in Growth, plus:
✔
Advanced tax planning
✔
Quarterly tax strategy meetings
✔
Multi-entity tax filing
✔
Investor/lender tax reporting
✔
Tax projection forecasting
✔
Audit support assistance
✔
International contractor guidance
✔
Advanced deduction optimization
✔
Dedicated tax advisor
✔
White-glove filing support
✔
Free tax extension
Eligibility Criteria:
✔
Annual revenue between $1M–$1.5M
✔
Multiple entities or locations
✔
Complex ownership structure
✔
High transaction volume
✔
Advanced compliance requirements
Ideal For:
✔
Scaling businesses
✔
Multi-entity companies
✔
Ecommerce brands
✔
Funded startups
✔
High-growth agencies
Get expert tax filing support tailored to your business size and complexity — without surprise fees.
Perfect for:
Freelancers, solopreneurs, and small businesses with straightforward tax filing needs.
What’s included:
✔
Annual business tax return preparation
✔
Federal tax filing
✔
Basic tax review
✔
Profit & Loss review
✔
Tax-ready financial checklist
✔
Secure document collection
✔
Email support
✔
One state filing included
✔
Year-end consultation call
✔
Free tax extension
Eligibility Criteria:
✔
Annual revenue under $200K
✔
Single-member LLC or sole proprietorship
✔
No inventory
✔
No employees
✔
Basic deductions only
✔
Clean and organized books
Get expert tax filing support tailored to your business size and complexity — without surprise fees.
Perfect for:
Growing businesses requiring multi-state filings, payroll considerations, and proactive tax support.
Everything in Starter, plus:
✔
Business tax strategy review
✔
Multi-state filing support
✔
Owner compensation guidance
✔
Quarterly estimated tax calculations
✔
Payroll tax review
✔
Sales tax guidance
✔
IRS notice assistance
✔
Accountant coordination
✔
Priority support
✔
Extended consultation time
✔
Free tax extension
Eligibility Criteria:
✔
Annual revenue under $500K
✔
S-Corp or partnership structure
✔
Payroll processing required
✔
Multiple deduction categories
✔
Moderate transaction volume
Ideal For:
✔
Agencies
✔
Ecommerce businesses
✔
Growing startups
✔
Service companies with employees
Get expert tax filing support tailored to your business size and complexity — without surprise fees.
Perfect for:
Established businesses needing advanced tax planning and ongoing financial oversight.
Everything in Growth, plus:
✔
Advanced tax planning
✔
Quarterly tax strategy meetings
✔
Multi-entity tax filing
✔
Investor/lender tax reporting
✔
Tax projection forecasting
✔
Audit support assistance
✔
International contractor guidance
✔
Advanced deduction optimization
✔
Dedicated tax advisor
✔
White-glove filing support
✔
Free tax extension
Eligibility Criteria:
✔
Annual revenue between $1M–$1.5M
✔
Multiple entities or locations
✔
Complex ownership structure
✔
High transaction volume
✔
Advanced compliance requirements
Ideal For:
✔
Scaling businesses
✔
Multi-entity companies
✔
Ecommerce brands
✔
Funded startups
✔
High-growth agencies
Get the financial strategy, forecasting, and executive guidance your business needs to grow confidently and profitably.
Perfect for:
Small businesses needing financial clarity and basic strategic guidance.
What’s included:
✔
Monthly financial review
✔
Cash flow monitoring
✔
Budget planning assistance
✔
KPI dashboard overview
✔
Profitability analysis
✔
Monthly strategy call
✔
Financial reporting review
✔
Email support
✔
Dedicated 1 hour for daily updates
✔
Collaboration with your bookkeeper/accountant
Eligibility Criteria:
✔
Annual revenue under $500K
✔
Basic operational structure
✔
Monthly reporting needs only
Ideal For:
✔
Small agencies
✔
Consultants
✔
Service businesses
✔
Early-stage startups
Get the financial strategy, forecasting, and executive guidance your business needs to grow confidently and profitably.
Perfect for:
Growing companies requiring ongoing financial strategy and operational support.
Everything in Starter, plus:
✔
Weekly financial oversight
✔
Cash flow forecasting
✔
Budget vs actual reporting
✔
Revenue forecasting
✔
Expense optimization analysis
✔
Hiring & compensation planning
✔
Pricing strategy support
✔
Investor-ready reporting
✔
Vendor/payment planning
✔
Quarterly business planning sessions
✔
Communication support
✔
Dedicated 2 hours for daily updates
Eligibility Criteria:
✔
Annual revenue between $500K–$2M
✔
Team management required
✔
Growth-stage business
✔
Operational complexity increasing
✔
Regular forecasting needed
Ideal For:
✔
Ecommerce brands
✔
Marketing agencies
✔
SaaS companies
✔
Multi-service businesses
Get the financial strategy, forecasting, and executive guidance your business needs to grow confidently and profitably.
Perfect for:
Established businesses needing high-level financial leadership without hiring a full-time CFO.
Everything in Growth, plus:
✔
Executive-level financial leadership
✔
Advanced financial modelling
✔
Fundraising & investor support
✔
Board meeting preparation
✔
Strategic growth planning
✔
M&A and expansion analysis
✔
Multi-entity financial oversight
✔
Banking & lender relationship management
✔
Department profitability analysis
✔
Weekly leadership meetings
✔
Custom KPI dashboards
✔
Full financial operations oversight
✔
Dedicated 4 hours for daily updates
Eligibility Criteria:
✔
Annual revenue above $2M
✔
Multiple departments/entities
✔
Investor or lender reporting required
✔
Scaling operations
✔
Complex financial decision-making needs
Ideal For:
✔
Funded startups
✔
Large agencies
✔
Ecommerce operations
✔
Real estate groups
✔
Rapid-growth companies
Get the financial strategy, forecasting, and executive guidance your business needs to grow confidently and profitably.
Perfect for:
Small businesses needing financial clarity and basic strategic guidance.
What’s included:
✔
Monthly financial review
✔
Cash flow monitoring
✔
Budget planning assistance
✔
KPI dashboard overview
✔
Profitability analysis
✔
Monthly strategy call
✔
Financial reporting review
✔
Email support
✔
Dedicated 1 hour for daily updates
✔
Collaboration with your bookkeeper/accountant
Eligibility Criteria:
✔
Annual revenue under $500K
✔
Basic operational structure
✔
Monthly reporting needs only
Ideal For:
✔
Small agencies
✔
Consultants
✔
Service businesses
✔
Early-stage startups
Get the financial strategy, forecasting, and executive guidance your business needs to grow confidently and profitably.
Perfect for:
Growing companies requiring ongoing financial strategy and operational support.
Everything in Starter, plus:
✔
Weekly financial oversight
✔
Cash flow forecasting
✔
Budget vs actual reporting
✔
Revenue forecasting
✔
Expense optimization analysis
✔
Hiring & compensation planning
✔
Pricing strategy support
✔
Investor-ready reporting
✔
Vendor/payment planning
✔
Quarterly business planning sessions
✔
Communication support
✔
Dedicated 2 hours for daily updates
Eligibility Criteria:
✔
Annual revenue between $500K–$3M
✔
Team management required
✔
Growth-stage business
✔
Operational complexity increasing
✔
Regular forecasting needed
Ideal For:
✔
Ecommerce brands
✔
Marketing agencies
✔
SaaS companies
✔
Multi-service businesses
Get the financial strategy, forecasting, and executive guidance your business needs to grow confidently and profitably.
Perfect for:
Established businesses needing high-level financial leadership without hiring a full-time CFO.
Everything in Growth, plus:
✔
Executive-level financial leadership
✔
Advanced financial modelling
✔
Fundraising & investor support
✔
Board meeting preparation
✔
Strategic growth planning
✔
M&A and expansion analysis
✔
Multi-entity financial oversight
✔
Banking & lender relationship management
✔
Department profitability analysis
✔
Weekly leadership meetings
✔
Custom KPI dashboards
✔
Full financial operations oversight
✔
Dedicated 4 hours for daily updates
Eligibility Criteria:
✔
Annual revenue above $2M
✔
Multiple departments/entities
✔
Investor or lender reporting required
✔
Scaling operations
✔
Complex financial decision-making needs
Ideal For:
✔
Funded startups
✔
Large agencies
✔
Ecommerce operations
✔
Real estate groups
✔
Rapid-growth companies
We’ve simplified the journey so you can focus on what matters.
Getting connected to our services is quick and straightforward.