Pro Plan

$299.00 every month

  • Categorize transactions 

  • Reconcile bank + credit card accounts 

  • Maintain clean general ledger 

  • Generate/send client invoices 

  • Monitor & track spending 

  • Monthly Financial Reports 

  • Budgeting & Forecasting 

  • 1-on-1 Calls

  • Custom Analysis & Visuals 

  • Categorize transactions 

  • Reconcile bank + credit card accounts 

  • Maintain clean general ledger 

  • Generate/send client invoices 

  • Monitor & track spending 

  • Monthly Financial Reports 

  • Budgeting & Forecasting 

  • 1-on-1 Calls

  • Custom Analysis & Visuals