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

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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
Let's get started
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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
Let's get started
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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
Let's get started

Trusted by future-thinking businesses…

Welcome to the Future of Accounting

Are you ready to revolutionize your bookkeeping?