Monthly packages
Choose your fit.
All packages include a one-time onboarding fee of $200 to get your chart of accounts set up and your books properly organized from day one.
Essentials
For freelancers & sole props
You'll always know where your money went โ and arrive at tax time without the panic.
Sole proprietors & freelancers with straightforward finances
Bank & credit card reconciliation
Monthly categorized profit & loss statement
Year-end books ready for your tax preparer
Email support with 48-hour response time
Most popular ยท Growth
For LLCs on the move
LLCs with employees, inventory, or growing revenue
You'll have the financial picture you need to make smart decisions and keep growing with confidence.
Everything in Essentials Package
Accounts payable & receivable tracking
Monthly balance sheet
Quarterly review call (30 minutes)
Premium
For complex operations
Multi-entity businesses or those needing CFO-level insight
You'll have a true financial partner โ proactive insight, loan-ready books, and a clear view of where your business is headed.
Cash flow forecasting
Custom KPI dashboard
Monthly strategy call (60 minutes)
Priority same-business-day response
schedule a free consultation callEverything in Growth Package
Not sure which package is right for you?
Let's figure it out together. A quick call is all it takes.
All packages include a one-time onboarding fee of $200 to get your chart of accounts set up and your books properly organized from day one.
Email & phone support