ESSENTIAL
Reliable Foundations
For business owners who need accurate, organized books and peace of mind every month.
Starting at $300 / month
✔ Monthly bank & credit card reconciliations
✔ Clean expense categorization with smart rules
✔ Monthly financial statements (P&L & Balance Sheet)
✔ Tax-ready records for your CPA
✔ Email support for routine questions
Best for: Solo owners and small service businesses with simple operations.
PROFESSIONAL
Clarity for Growth
For growing businesses that want visibility, structure, and better financial decisions.
Starting at $500 / month
✔ Everything in Essential
✔ Accounts receivable & payable tracking
✔ Monthly cash flow overview
✔ Quarterly financial review meeting
✔ Priority support
✔ Direct collaboration with your CPA
Best for: Growing service-based businesses with multiple accounts or team members.
PREMIUM
Strategic Financial Partnership
For established businesses that want deeper insights and hands-on financial support.
Starting at $800 / month
✔ Everything in Professional
✔ Custom KPI dashboards
✔ Payroll & accrual coordination
✔ Loan & liability tracking
✔ Monthly financial review call
✔ Year-end coordination for tax preparation
Best for: Established or multi-entity businesses seeking ongoing financial oversight.