1. Basic – Bookkeeping Essentials
Starting at $500/month
Ideal for startups and small businesses needing reliable, accurate transaction management and reconciliations.
- Cloud-based bookkeeping
- Monthly financial reports
- Bank, credit card and loan account reconciliations
- 24x7 Email and phone support
- Annual financial planning and analysis
2. Growth–Financial Control & Oversight
Starting at $1,500/month
For growing companies ready to implement controls, improve reporting, and gain insight into performance metrics.
- Everything in Basic, plus:
- Payroll Management
- Monthly financial planning and analysis with a Controller
- Year-round tax planning
- Cash flow tracking & forecasting
- Process improvement recommendations
- Basic KPI dashboard
3. Sustainable – Strategic Financial Leadership
Starting at $3,000/month
Best suited for scaling companies seeking full Controller-level support and strategic financial planning.
- Everything in Growth, plus:
- AP Management
- AR Management
- Budgeting and variance analysis
- Audit & grant readiness
- Business Tax Returns – 1120, 1120s, 1065
- 990 filings for non-profit organizations
- Liaison with tax preparers, auditors, and investor