Choose the Right Financial Solution for Your Business
Whether you need reliable bookkeeping or a strategic financial partner, we have a solution designed to help your business grow with confidence.
Financial Foundation
Starting at $499/month
Perfect for businesses that need accurate, tax-ready bookkeeping.
Financial Performance
Starting at $799/month
For growing businesses that want financial insights, reporting, and better decision-making.
Financial Strategy
Custom Pricing
For established businesses looking for an outsourced finance partner and strategic guidance.
Feature
Financial Foundation
Financial Performance
Financial Strategy
Monthly Bookkeeping
✅
✅
✅
Bank & Credit Card Reconciliations
✅
✅
✅
QuickBooks Management
✅
✅
✅
Monthly Financial Statements
✅
✅
✅
CPA-Ready Books
✅
✅
✅
Dedicated Support
✅
✅
✅
Monthly KPI Dashboard
—
✅
✅
Cash Flow Reporting
—
✅
✅
Revenue & Expense Trend Analysis
—
✅
✅
Profitability Analysis
—
✅
✅
Quarterly Financial Review
—
✅
✅
Budgeting & Forecasting
—
—
✅
Cash Flow Planning
—
—
✅
Equipment Purchase Analysis
—
—
✅
Hiring & Growth Planning
—
All Posts
—
✅
Financial Strategy Meetings
—
—
✅
Priority Support
—
—
✅