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Growth Services

Our affordable subscription plans make it possible for growing businesses to get professional financial support on an ongoing, monthly basis.



Every month*


For new businesses or those with minimal needs.

Software selection

Training & coaching

Expense management

Data validation & troubleshooting

Catch-up bookkeeping

Fully reconciled bank, credit card, and merchant accounts

Proper classification of expenses

Monthly financial statements

Cash basis accounting

Year-end financial package



Every month*


For businesses that need a bit more support.

All the Core features, plus:

Predictive financial modeling



Business financial planning



Every month*


For businesses ready to fully outsource their back office.

All the Core and Enhanced features, plus:

Accrual based accounting

Capital planning

Data analytics

Payables & disbursements

Sales & use tax returns

* Pricing is approximate and does not include software as a service.

Not sure which plan is right for you?

Take our Financial Health Assessment

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