Our Packages

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📦 Our Plans

🌱 Basic Package – Essentials for Small Businesses

💲 Starting at $250/month

Monthly transaction recording

Reconciliation for up to 2 accounts

Monthly financial summary report

Secure data storage

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📈 Standard Package – Growth Support (Most Popular)

💲 Starting at $500/month

Everything in Basic, plus:

Reconciliation for up to 4 accounts

Detailed monthly & quarterly reports

Expense categorization for tax prep

Priority email support

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👑 Premium Package – Full-Service Financial Partnership

💲 Starting at $950/month

Everything in Standard, plus:

Reconciliation for unlimited accounts

Monthly 1-on-1 virtual consultation (1 hour)

Custom financial reporting

Ongoing business growth strategy

Priority phone + email support