What We Offer
We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.
Starter
Great for solo-entrepreneurs. Simple, timely reports to keep a pulse on their small business.
Monthly reports in 20 business days
Document capture platform
Full collaboration with your tax preparer
Scaling
Built for established small businesses. Reports with cash flow monitoring and a quarterly analysis.
Monthly reports in 15 business days
Document capture platform
Full collaboration with your tax preparer
Monthly cash flow statement and review
Quarterly financial overview via call or recording
Established
Customized service for growing business. Accrual-basis financials along with tailored reporting and analysis.
Monthly reports in 10 business days
Document capture platform
Full collaboration with your tax preparer
Monthly cash flow statement and review
Monthly financial overview via call or recording
Annual budget with monthly budget-to-actual report
Accrual-basis financials
Full collaboration with your banking/lending professional
Ad-hoc meetings
Add-On & One-Time Services
These additional services are available to add-on to any chosen package.
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For side-gigs and solopreneurs. Accurate, annual reports for your tax preparer.
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Reset your books and begin seeing the benefits of clear accounting.
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Quarterly income statement and balance sheet, shared with you and your tax pro.
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Timely vendor payments and organized records to maintain solid supplier relationships.
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Invoicing and payment tracking to make it easier for you to get paid.
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Facilitated payroll system setup.
