Choosing the right package depends on your business’s specific financial needs and growth goals. Here’s a simple guide to help you make the best decision:
1. Essential Plan ($400/month) – Ideal for businesses that need reliable bookkeeping and basic financial reporting to maintain financial clarity. If you’re focused on establishing a solid foundation and tracking day-to-day financial health, this package provides the essential tools to keep your finances in check, including monthly financial statements, a customizable dashboard, and email support.
2. Pro Plan ($1,200/month) – Perfect for businesses seeking to go beyond basic financial management. If you want deeper insights through advanced financial analysis, cash flow forecasting, and strategic planning, the Pro package offers comprehensive support with tailored analyses, monthly financial reports, and dedicated support.
3. Enterprise Plan ($3,500/month) – Designed for businesses requiring extensive financial management. If your business handles complex transactions or benefits from quarterly and annual CPA tax strategies, the Enterprise package provides comprehensive financial oversight.

Yes, we understand that business needs can evolve, so we offer the flexibility to upgrade or downgrade your package at any time. If you find that your current package no longer fits your requirements, contact our support team to adjust your plan accordingly. We’ll make the transition seamless to ensure continuity in your financial management.

Yes, all our plans includes a tax preparation summary for CPAs, providing all the necessary financial information in a structured format to make tax filing easier. This service ensures that your financial records are organized and compliant with tax regulations.

Unlike traditional firms, we integrate modern technology with expert financial management to provide effective insights, customizable reports, and flexible packages. We offer proactive financial guidance, allowing businesses to adapt quickly to changes while maintaining compliance with GAAP standards. Our approach is designed to go beyond basic bookkeeping to deliver strategic growth support.

We start by understanding your business's specific needs through an interactive survey and consultation. You can specify the metrics and insights that are most important to you. Once set up, your financial reports are customizable, allowing you to make adjustments at any time to ensure your reports remain relevant to your evolving business.

Our support team is always available to help. You can reach out to us via email, phone, or through your client dashboard. We aim to provide prompt and helpful assistance, ensuring that all your questions are answered, and any issues are resolved quickly. For ongoing financial guidance, our Pro Package also includes strategic advisory support.

We cater to a variety of small to medium-sized businesses across different industries. Whether you operate in retail, professional services, technology, or another field, our customizable financial solutions are designed to meet the unique needs of diverse business types. If you’re unsure whether our services are suitable for your industry, we’d be happy to discuss your specific needs during a consultation.

We adhere to all relevant financial regulations and standards, including Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS). Our systems are built to ensure accuracy and transparency in financial reporting, minimizing any risk of non-compliance. Additionally, we continuously monitor regulatory changes and update our processes accordingly to ensure that your financial reports are always up-to-date and compliant with the latest standards. This commitment ensures that your business remains on solid financial ground while avoiding potential legal issues.

Security is at the core of everything we do. We employ cutting-edge encryption technologies and strict data protection measures to ensure the safety of your financial information. We use SSL encryption, two-factor authentication, and robust firewall systems. Additionally, our team regularly conducts security audits and compliance checks to ensure that all data is handled in accordance with the highest security standards, such as GDPR and SOC 2. You can trust that your sensitive financial data remains confidential and protected at all times.

No, we operate on a month-to-month basis. There are no long-term commitments required, and you can cancel or change your package at any time. This flexibility allows you to use our services for as long as they provide value to your business without feeling locked into a contract.