Built for business owners who want more than clean books. This plan adds visibility and insight, helping you understand your numbers and make better decisions.
What’s included:
Everything in Basic
Custom financial dashboard tailored to your business
2–3 key financial insights each month
Quick phone support (24-hour response time)
Ongoing communication to keep your books accurate and current
Best for:
Business owners who want clarity, not just compliance, and want to better understand how their business is performing month to month.
Designed for business owners who want to understand their numbers, not just maintain them.
Investment: Starting at $300/month
Built for business owners who want more than clean books. This plan adds visibility and insight, helping you understand your numbers and make better decisions.
What’s included:
Everything in Basic
Custom financial dashboard tailored to your business
2–3 key financial insights each month
Quick phone support (24-hour response time)
Ongoing communication to keep your books accurate and current
Best for:
Business owners who want clarity, not just compliance, and want to better understand how their business is performing month to month.
Designed for business owners who want to understand their numbers, not just maintain them.
Investment: Starting at $300/month