Starting at $350 per month

Best for solo owners and small service based businesses with low transaction volume.

Includes:

• Monthly bank and credit cards reconciliation (up to 3 accounts).

• Accurate transaction categorization for tax readiness.

• Standardized financial analysis monthly financial statements (P&L and Balance Sheet)

• Basic issue identification to catch potential errors early.

Starting at $650 per month

Best for growing businesses with multiple accounts and moderate transaction volume.

Includes:

• Everything in Essential tier.

• Support for a higher volume of transactions and accounts.

• Clarification support during the monthly close process.

• Standardized financial analysis to help you understand your cash flow.

Starting at $1,150 per month

High-level oversight for complex operations.

Includes:

• Everything in Standard tier.

• Enhanced categorization discipline for details cost tracking.

• Trend Awareness: Strategic analysis of your monthly shifts in revenue and expenses.

• Direct access to Controller-level insights to help protect your margins.