TIER 1:
Core Bookkeeping
($450+ / month)
TIER 1:
Core Bookkeeping
($450+ / month)
Embedded Files
Core Bookkeeping
($450+ / month)
- Up to 75 transactions / month
- Up to 3 bank & credit card accounts reconciled
- Monthly Balance Sheet & P&L delivery
- Year-end tied-out trial balance sent to your tax CPA
Tier 2:
Management Insights ($850+ / month)
Tier 2:
Management Insights ($850+ / month)
- Up to 200 transactions / month across 5 accounts
- Monthly Statement of Cash Flows & KPI summary
- Monthly video walkthrough
- Priority email and dedicated messaging support
Tier 3:
Controller & Advisory ($1,500+ / month)
Tier 3:
Controller & Advisory ($1,500+ / month)
- Up to 400 transactions / month across unlimited accounts
- Full accrual accounting & 13-week rolling cash flow model
- Monthly financial strategy meeting
- Priority email and dedicated messaging support
Add-ons
Add-ons
One-Time Setup & Onboarding: $350+
Historical Cleanup / Catch-Up: $150+ per historical month
Accounts Receivable and Payable Module: Available on request
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