Fixed- Price Packages
Individuals and Business' needs are way too diverse to fit into buckets. For that reason, cookie-cutter packages don't work when it comes to financial management. That's why we built 3 BASELINE packages as starting points with the option to add features that can better meet your needs and wants throughout all cycles of your business.
Starter
Cash Basis
​Best for startups and freelancers who want to get organized, be compliant, and have a set of financials ready at any moment.
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QBO subscription
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HubDoc Subscription
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Weekly Transaction Updates
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Reconciliations of Bank & CC Accounts
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Professional Monthly Financial Reports
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Liason to Tax Accountant or CPA
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299
per month
Growth
Cash/Accrual Hybrid Basis
​Best for agencies and small businesses (<$250K annual revenue) who want to understand the numbers and leverage them to gro revenue and profits.
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Starter Package PLUS:
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Sales Integration & AR Reconciliation
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Direct Expense tracking by customer for analyzing profit
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Custom Monthly KPI Scorecard
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Quarterly Progress Reports and Discussion
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and more
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699
per month
Established
Accrual Basis
​Best for agencies and small businesses (>$250K annual revenue) who require the most accurate financial reporting and analysis possible utilizing best practices accrual accounting.
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Growth Package PLUS:
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Custom Financial Reporting and Analysis to measure progress
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Custom Weekly KPI Reports
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Daily Flash Sales Report
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Management & Tracking of prepaids, Revenue Recognition, Accruals, and other accrual related activities
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and more
1199
per month