Bank & credit card reconciliations
Profit & loss and balance sheet reports
Comptroller sales tax filings
Catch-up and cleanup bookkeeping
Custom monthly reporting
$400 /month
Up to 100 transactions per month
1–2 bank or credit card accounts
Monthly reconciliation and categorization
Year-end financial summaries for tax filing
This package is ideal if you’re just getting started and want peace of mind knowing your numbers are accurate and tax-ready.
One time set up fee of $99.
$750 /month
101–400 transactions per month
Up to 3–4 bank, credit card, or merchant accounts
Payroll integration for employees or contractors
Monthly Profit & Loss + Balance Sheet
Quarterly review and advisory session
Choose this package if your business is scaling and you need deeper financial insights along with payroll support.
One time set up fee of $99
$1,500–$2,500 /month
400+ transactions per month
Multiple accounts and merchant processors
Payroll management for employees and contractors
Complete financial reporting package (P&L, Balance Sheet, Cash Flow, KPIs)
Monthly or quarterly advisory check-ins
Sales tax filings, 1099s, and compliance support
This package is best for companies that want a full finance partner to keep their books clean and ready for growth, tax planning, or funding opportunities.
One time set up fee of $99
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