The Essentials

Starting at $425/month

  • Weekly transaction recording - up to 50 transactions per month

  • Monthly bank and credit card reconciliations -  up to 2 accounts

  • Monthly financial statement preparation

  • State and local tax filings

  • Email support

  • Quarterly planning & strategy session

The Elite

Starting at $750/month

  • Weekly transaction recording - unlimited transactions

  • Monthly bank and credit card reconciliations - up to 4 accounts

  • Monthly financial statement preparation

  • State and local tax filings

  • Weekly management reports

  • Email support

  • Monthly planning and strategy session

 

The Platinum

Starting at $1,350/month

  • Weekly transaction recording - unlimited transactions

  • Monthly bank and credit card reconciliations - unlimited accounts

  • Weekly management reports

  • Monthly financial statement preparation

  • Accounts Payable management

  • Accounts Receivable management

  • Payroll processing and tax filings

  • Weekly planning and strategy session

 

*Customized packages available!