Transparent Plans for Your Practice's Growth
We offer clear, value-driven packages designed to provide the right level of support for your business. There are no hidden fees – just straightforward solutions that provide complete financial peace of mind.
Essentials Package
$800 per month
New practices and small businesses that need pristine, compliant books handled by an expert.
- Complete Transaction Management
- Monthly Bank & Credit Card Reconciliation
- Core Financial Statements (P&L, Balance Sheet)
- Secure, Cloud-Based Document Storage
- Dedicated Bookkeeping Specialist
Growth Package
$1200 per month
Established practices ready to delegate compliance and streamline payroll to focus on expansion.
- Everything in the Essentials Package
- Seamless Payroll Processing
- Full-Service Compliance Filings
- Quarterly Financial Review Call
Strategic Partner Package
$1600 per month
Practice owners who want proactive insights and a true financial partner to guide strategic growth.
- Proactive Financial Strategy
- Cash Flow Forecasting & Management
- Budget vs. Actual Variance Analysis
- Custom Performance Reports
- KPI Tracking
- Year-End CPA Collaboration Package
- Dedicated Account Manager
- Priority Support
Not Sure Which Plan is the Right Fit?
Every practice is unique. Let’s have a brief, no-pressure conversation to assess your needs and recommend the perfect solution for you.