Foundation Package
$1,499/mo
Starting at
Included:
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Monthly QBO bookkeeping (Cash-basis accounting)
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Bank and Credit card reconciliations
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Financial Statements (Delivered by the 20th)
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Consolidated Dashboard
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Unlimited email support
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Add Ons
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Payroll
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Accounts Payable management
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Accounts Receivable management
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Sales tax filing
Accelerator Package
$3,499/mo
Starting at
Included:
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Everything from Foundation Package +
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Financial Statements (Delivered by the 15th)
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Advanced accounting reviews & closings
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Accrual Accounting
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Monthly cash flow projections
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Custom reporting package
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Monthly Strategy Session
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Annual budget & quarterly forecasts
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Add Ons
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Treasury Management
Summit Package
$5,999/mo
Starting at
Included:
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Everything from Accelerator Package +
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Financial Statements (Delivered by the 10th)
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Full custom reporting with KPIs
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2x Monthly Strategy Sessions
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Monthly budget/forecast updates
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Priority Communication
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Lender/Investor Communications
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Add Ons
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M&A Support (Due Diligence)
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Systems implementation consulting