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Build a strong foundation for growth for your small business
Business Insights
(Most Popular)
Starting at $525
Who it’s for:
Very small or early-stage businesses
Owners who mainly care about staying organized for tax time
Businesses that don’t need to review financials every month
What’s included:
Categorization of bank and credit card transactions
Monthly bank and credit card reconciliations
Standard monthly reports:
Profit & Loss
Balance Sheet
Brief email summary each month (key numbers + anything unusual)
Reports delivered by around the 20th of the month
Finance Partner
Starting at $925
Who it’s for:
Established businesses with real spend on payroll, vendors, and tools
Owners who want to improve their financial systems, not just record history
Businesses that benefit from regular face time with someone who understands their books
What’s included:
Everything in Business Insights, plus:
Monthly Zoom call to:
Walk through the results and answer your questions
Discuss any trends or concerns you’re seeing
Decide what to keep an eye on next month
Policy and workflow support, such as:
Basic capital expense / capitalization policy (what gets capitalized vs expensed)
AP workflow design (including use of BILL for approvals and payments)
Simple AR follow-up workflows (who follows up, when, and how)
Priority reporting window:
Reports & video typically delivered by around the 10th of the month
Priority email support for finance/bookkeeping questions
Basic Compliance
Starting at $325
Who it’s for:
Growing service businesses that care about profitability and trends
Owners who want to look at their numbers monthly without a long meeting
Businesses with AR/AP that want visibility into who they owe and who owes them
What’s included:
Everything in Basic Compliance, plus:
A standard monthly “management report pack”:
Profit & Loss
Balance Sheet
Accounts Receivable aging (if applicable)
Accounts Payable aging (if applicable)
Short video walkthrough each month:
What changed vs last month
Any obvious red flags or trends
Simple, plain-English commentary
Reports and video delivered by around the 15th of the month
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