Partner Packages
We’ll take the stressful tasks off your hands and provide you with swift, agile, and accurate financial tools to empower your business
Choose from Our Three Packages
The Solopreneur Package
Start up business with minimal activity.
Solopreneur package includes:
- Maintaining 1 business bank account, up to 25 transactions per month, updated weekly
- Review and reconciliation of all balance sheet accounts
- Monthly enhanced financial reports
- Scheduled monthly meetings
The Entrepreneur Package
Small business with a team of 10 or less
employees.
Entrepreneur package includes:
- Maintaining business bank and credit card accounts, up to 100 transactions per month, updated weekly
- Payroll entry and reconciliation
- Review and reconciliation of all balance sheet accounts
- Monthly enhanced financial reports
- Scheduled monthly meetings
- Option to add on: Sales tax preparation and filing for additional fee
The Enterprise Package
Established business with bill pay management, client invoicing and budgeting needs.
Enterprise package includes:
- Maintaining business bank and credit card accounts, 100+ transactions per month, updated weekly
- Payroll transmission, entry and reconciliation
- Sales tax preparation and filing
- Review and reconciliation of all balance sheet accounts
- Monthly enhanced financial reports
- Scheduled monthly meetings
- Option to add on: Monthly or weekly client calls
- Option to add on: Bill pay management and accounts payable reconciliation
- Option to add on: Creating invoices and accounts receivable reconciliation
Trusted by future-thinking businesses…



Welcome to the Future of Accounting
Are you ready to revolutionize your bookkeeping?