Advisory and Ongoing Support Packages
If you’re ready to stop doing your accounting yourself and start gaining in-depth financial solutions ongoing—this will be your long term solution. We’re here for you!
Support Tiers
GREAT FOR SOLOPRENEURS
Basic Tier: The Essentials
Starting at $525 per month
Includes:
Recording of financial transactions and basic reconciliation.
Reconciliation of up to 2 Bank Accounts
Financial Reports: Monthly Profit & Loss Statement and Balance Sheet.
Categorization and tracking of expenses.
Basic email support for queries and assistance.
This is a base package and does not include any extra services outside of the above services.
MOST POPULAR
Standard Tier: Comprehensive
Starting at $750 per month
Includes:
All Basic Tier Features
Additional Bank Account reconciliations of up to 5 accounts
Accounts Payable/Receivable, tracking of bills and invoices.
Detailed Profit & Loss Statement, Balance Sheet, and Cash Flow Statement.
Quarterly meeting to review financials and provide insights.
PREMIERE SERVICE (selective acceptance)
Premium Tier:
Full-Service
Starting at $1200 per month
Includes:
All Standard Tier Features
Unlimited Bank Accounts
Custom financial reports, including industry benchmarking.
Asset tracking and management solutions.
Contractor management and 1099 filing.
Budgeting assistance and planning for future expenditures.
One virtual meeting per month to review financials and performance.
Over 10 years of professional accounting experience.
Helping many businesses just like yours.
