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No jargon, no hidden fees. Just clear financial support designed for your business size.
Seedling Package
Seedling Package
Best for Solopreneurs & Fresh Starts
Best for Solopreneurs & Fresh Starts
Perfect for new businesses, consultants, or creatives who just need the essentials handled accurately month after month. • Up to 2 Bank/Credit Card Accounts • Monthly Transaction Categorization • Account Reconciliation • Essential Financial Statements (Income & Balance Sheet) • Email Support
Sapling Package
Sapling Package
Best for Growing Small Businesses
Best for Growing Small Businesses
Tailored for small business teams or busy service providers who need deeper insights and more active account management. • Up to 4 Bank/Credit Card Accounts • Weekly/Bi-Weekly Transaction Categorization • Account Reconciliation & Receipt Matching • Monthly Performance Reports & Plain-Language Summary • Priority Email & Text Support
Monarch Package
Monarch Package
Best for Established & Scaling Teams
Best for Established & Scaling Teams
Comprehensive, high-touch financial management for business owners ready to fully delegate their back-office numbers. • 5 or More Bank/Credit Card Accounts • Real-Time/Weekly Transaction Tracking • Full Account & Loan Reconciliations • Custom Performance Dashboards & Quarterly Strategy Review • Direct Phone, Text, & Video Call Support
Tailored Add-Ons & Clean-Up Support
Tailored Add-Ons & Clean-Up Support
Need a bit more? Customize your support package.
Need a bit more? Customize your support package.
Catch-Up & Clean-Up Bookkeeping: Behind by a few months (or a few years)? No judgment here. We will untangle your historical transactions, balance your accounts, and get your foundation perfectly stable and ready for tax season. (Custom pricing based on project scope).
Accounts Receivable & Invoicing: Let us handle tracking your open customer invoices and monitoring collections so you can get paid faster and keep your cash flowing smoothly.
Accounts Payable & Bill Pay: Keep your vendor relationships seamless. We can route, track, and monitor your monthly bills so you never have to worry about a missing invoice or a late fee.
Year-End 1099 Contractor Reporting: Take the stress out of January. We handle your required year-end contractor filings, including system configuration, electronic submission, and direct compliance mailing.
Not sure which package fits your business?
Not sure which package fits your business?
Every small business is unique. During our free consultation, we'll look at your current systems and build a custom, flat-rate quote that gives you exactly what you need—nothing more, nothing less.
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