Our Services

  • Nighttime view of snow-capped mountain peaks under a star-filled sky with shooting stars.

    Thrive

    Starting at $1200 per month

    Everything included with Growth plus:

    Unlimited bank and credit card reconciliations

    Payroll processing or support

    1099 Filing

    CPA liaison

    Budgeting and Forecasting Support

  • Night sky over a lake with the Milky Way galaxy and shooting stars, silhouetted hills, trees, and a faint glow on the horizon.

    Growth

    Starting at $750 per month

    Everything included with Balance plus:

    Additional bank and credit card reconciliations (up to 4)

    Accounts Payable & Receivable Support

    Quarterly Financial review call

  • Nighttime landscape with a star-filled sky, a bright celestial object, silhouetted mountains, and a calm body of water reflecting the sky.

    Balance

    Starting at $400 per month

    Monthly bank and credit card reconciliations (up to 2)

    Expense Tracking

    Chart of Accounts management

    Monthly Financial Reporting (P&L, Balance Sheet)

    Email Support

  • Add ons

    Additional Reconciliations

    QuickBooks Account Setup

    Personal Finances

    Document Scanning

    1099 Filing

    CPA Liaison