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Weekly oversight for scaling businesses and multiple income streams.
Starting at $600/month
Includes everything in the Foundational Package, upgraded to:
Up to 8 Accounts: Seamless bookkeeping across multiple checking and credit accounts.
Weekly Updates: Transactions categorized every week for up-to-date cash flow visibility.
Anomaly Alerts: Direct advisement on any concerning or out-of-the-ordinary bank activity.
Monthly Health Checks: Profit & Loss and Balance Sheets delivered every single month.
Complete Year-End Tax Prep: Comprehensive financial closeout,
including the preparation and filing of 1099, W-2, and W-3 forms.
Weekly oversight for scaling businesses and multiple income streams.
Starting at $600/month
Includes everything in the Foundational Package, upgraded to:
Up to 8 Accounts: Seamless bookkeeping across multiple checking and credit accounts.
Weekly Updates: Transactions categorized every week for up-to-date cash flow visibility.
Anomaly Alerts: Direct advisement on any concerning or out-of-the-ordinary bank activity.
Monthly Health Checks: Profit & Loss and Balance Sheets delivered every single month.
Complete Year-End Tax Prep: Comprehensive financial closeout,
including the preparation and filing of 1099, W-2, and W-3 forms.