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Marble Texture

GROWTH & INNOVATION PLANS

We provide scalable bookkeeping and accounting solutions for businesses of every size and stage. Have a unique need or short-term project? Contact us for customized online services and pricing.

Pricing Packages:

GROWTH SUPPORT $1,000/month
Foundational financial organization
for steady growth

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  • Monthly bookkeeping & account reconciliation

  • Core financial reports (P&L, Balance Sheet)

  • Budget setup + quarterly budget review

  • Cash flow forecasting & monitoring

  • Tax planning coordination

  • Email support

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Best for: Early-stage or growing businesses that need clean books and basic financial visibility.

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FINANCIAL CLARITY
$1,700/month
Data-driven insights and strategic guidance for scaling

Everything in Growth Support, plus:

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  • Payroll reconciliation

  • Trial Balance for tax preparation

  • Cash Flow Statement reporting

  • KPI dashboard setup & tracking

  • Monthly financial performance review

  • Quarterly strategic planning deep dive

  • Quarterly strategy call (60 minutes)

  • Custom dashboards & advanced reporting

  • Fundraising prep (financial forecasts, pitch deck support)

  • Board / investor meeting financial support

  • Unlimited email + priority client support

  • 1099 Filings

Best for: Businesses preparing to scale, raise funds, or make strategic financial decisions.

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EXECUTIVE PARTNERSHIP
$3,000/month
Full-suite financial, operational, and executive support

​Everything in Financial Clarity, plus:

  • Accounts Receivable & Accounts Payable tracking

  • Invoicing, payables, and receivables management

  • Budget tracking & expense reporting

  • CRM & client onboarding management

  • Inbox, calendar, and meeting coordination

  • Scheduling, follow-ups, and professional correspondence

  • Project, task tracking & workflow automation

  • Weekly task updates & progress reporting

  • Monthly executive summary (completed tasks, pending items, notes)

  • Document preparation, data entry & file organization

  • Coordination with accountants and CFO team for monthly reporting

  • 1099 Filings

Best for: CEOs who want a true financial partner and operational support without hiring full-time staff.

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A la Carte Pricing

If you have a small or immediate need, our a la carte services are perfect for you. It allows you to choose exactly what you need without committing to a full package plan.

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Schedule a consultation to get started.

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