PACKAGES

Packages

STARTER

starting $350

Perfect for newer business owners.


Up to 2 Accounts

100 Max Transactions

Quickbooks Online or Xero

Bank and Credit Card Reconciliations

Monthly Financial Reports

Review Chart of Accounts

GROWING

starting $500

Perfect for a scaling business.


Quickbooks Online or Xero

Bank and Credit Card Reconciliations

Monthly Financial Reports

Up to 4 Accounts

200 Max Transactions

Up to 2 Advisory Meetings

BOOK A CONSULT

ESTABLISHED

starting $750

Best for an established business.


Quickbooks Online or Xero

Bank and Credit Card Reconciliations

Monthly Financial Reports

Up to 4 Accounts

300 Max Transactions

Unlimited Email/Phone Support

Review Chart of Accounts

BOOK A CONSULT

Get in touch to receive all the relevant info.

ENTERPRISE PLANS:

Need a custom plan

for larger teams?

  • Unlimited Transactions
  • Monthly Management Reports & KPI’s
  • Tax Planning and Projections
  • Industry Benchmark Reporting
  • Customized Financial Reporting
  • Quarterly Cash Flow Analysis


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