Services
Not Sure Where to Start? We've Got You Covered
We know that every practice is different, so we've designed three levels of support to meet you where you are. Whether you're just getting started, looking for strategic insight, or ready for a full financial partnership, there's a plan that fits your pace and priorities. No pressure - just clarity, trust and the freedom to decide what works best.
Enterprise Elite | Pro | Core | |
Essentials - To Stay Tax Compliant | |||
Categorize Bank, Credit Card, Loans, Payroll, Income & Expenses | X | X | X |
Reoncile Bank, Credit Card, & Loan Accounts | X | X | X |
Quarterly Financial Reports | X | X | X |
1099's Filed with Federal & State | X | X | X |
Annual Financial Reports + Year in Review | X | X | X |
Tax Ready Books by February 15th | X | X | X |
Management Reporting - Improves Performance + Profitability | |||
Fixed Asset Register Management | X | X | |
Paperless Receipt Management | X | X | |
Monthly Financial Reports | X | X | |
Ratio Tracking | X | X | |
Key Performance Indicator (KPI) Tracking | X | X | |
Financial Planning + Analysis | |||
Cost Control - Expense Monitoring | X | ||
Cash Flow Forecasting | X | ||
Break-even + Margin Analysis | X | ||
Monthly Strategy Session | X | ||
Custom Pricing Starting at | $1299/month | $749/month | $449/month |
Add Ons | |||
AP Management - Bill Pay | |||
Multi Locations | |||
Sales Tax Management |