Growth Services

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

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Core

$300

Every month

 

For new businesses or those with minimal needs.

Software selection

—

Training & coaching

—

Data validation & troubleshooting

—

Catch-up bookkeeping

—

Fully reconciled bank, credit care, and merchant accounts

—

Proper classification of expenses

—

Monthly financial statements

—

Cash basis accounting

—

Year-end financial package

—

Expense management

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Enhanced

$400

Every month

 

For businesses that need a bit more support.

All the Core features, plus:

—

Predictive financial modeling

—

Budgeting

—

Forecasting

—

Business financial planning

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Full-Service

$700

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.

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Want to know which plan is right for you?

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  • Core

    300$
    Every month
    For new businesses or those with minimal needs.
     
    • Software selection
    • Training & coaching
    • Data validation & troubleshooting
    • Catch-up bookkeeping
    • Fully reconciled bank, credit card, and merchant accounts
    • Proper classification of all expenses
    • Monthly financial statements
    • Cash basis accounting
    • Year-end financial package
    • Expense management

  • Enhanced

    400$
    Every month
    For businesses that need a bit more support.
     
    • All the Core features, plus:
    • Predictive financial modeling
    • Budgeting
    • Forecasting
    • Business financial planning

  • Full-Service

    700$
    Every month
    For businesses ready to fully outsource their back office.
     
    • All the Core and Growth features, plus:
    • Accrual-basis accounting
    • Capital planning
    • Data analytics
    • Payables and disbursements
    • Sales and use tax returns

Pricing is approximate and excludes the cost of software as a service.