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Our Packages

Our plans bring the best value for your accounting needs

  • Essential

    550$
    Best for freelancers and solo service owners with revenue upto $150K Income
     
    • Monthly bank and credit card reconciliation
    • Expense Categorization with bank rules
    • Report delivery by 25th of the month
    • Monthly Financial Statements
    • QuickBooks Ledger subscription included
  • Best Value

    Professional

    950$
    Best for growing businesses with revenue from 150k to 500k or multiple accounts
     
    • Everything in Essential
    • Quarterly performance insights summary
    • Report delivery by 25th of the month
    • Ongoing bookkeeping entries
    • Custom reports and KPI dashboard
    • Priority Support
    • Accrual reporting, payroll and loan tracking
    • QuickBooks Simple start subscription included

  • Premium

    1,500$
    Best for established businesses with revenue above $500K seeking advanced guidance
     
    • Everything in Professional
    • Advisory: monthly meaningful meetings via phone or video
    • Accounting – (KPIs), trend reports, and graphics
    • Monthly Cash Flow update on projected available funds
    • Customized KPIs (as needed)
    • Budget vs Actual report
    • Report delivery by the 20th of the month
    • QuickBooks Plus subscription included
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