We Manage your business finances so you don't have to!

Perfect for freelancers, consultants, and solopreneurs who need basic financial tracking.

 

 

✅ Monthly bookkeeping for up to 100 transactions
✅ Categorization of income and expenses
✅ Bank account reconciliation (up to 2 accounts)
✅ Basic financial statements:

• Profit & Loss Statement

• Balance Sheet

✅ Quarterly check-in call (30 minutes)

✅ Email support (response within 2 business days)
✅ Secure client portal access for document uploads

Ideal for small businesses seeking deeper insights and tax planning support.

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✅ Monthly bookkeeping for up to 300 transactions
✅ Categorization & reconciliation of income, expenses, and bank/credit card accounts (up to 4 accounts)
✅ Detailed monthly financial statements:

• Profit & Loss Statement

• Balance Sheet

• Cash Flow Statement

✅ Monthly financial review meeting (up to 1 hour)
✅ Tax planning:

• Quarterly estimated tax calculations

• Tax-saving strategy recommendations

✅ Sales tax filing (if applicable, up to 1 jurisdiction)
✅ Email & phone support (response within 1 business day)
✅ Secure client portal access

For businesses that need comprehensive accounting, proactive strategy, and dedicated support.

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✅ Unlimited bookkeeping transactions
✅ Categorization, reconciliation & management of all accounts
✅ Advanced financial reporting:

• Profit & Loss Statement

• Balance Sheet

• Cash Flow Statement

• Customized reports & KPIs

✅ Budgeting and forecasting support
✅ Business tax preparation and filing (annual)
✅ Quarterly tax planning sessions
✅ Dedicated senior accountant assigned to your business
✅ Priority email, phone, and video call support (same-day response)
✅ Weekly Business advisory calls 
✅ Secure client portal with advanced file sharing and e-signatures