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
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.
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
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.
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