Find Your Plan
From monthly reconciliations to custom dashboards and strategic 1-on-1 calls, we’re here to be your trusted financial partner—every step of the way.
Basic Plan
Categorize transactions
Reconcile bank + credit card accounts
Maintain clean general ledger
Generate/send client invoices
Monitor & track spending
Growth Plan
Categorize transactions
Reconcile bank + credit card accounts
Maintain clean general ledger
Generate/send client invoices
Monitor & track spending
+ Monthly Financial Reports
+ Budgeting & Forecasting
Pro Plan
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