Explore a new generation of accounting services powered by AI and guided by CPA expertise. From automated bookkeeping to predictive, forward-looking advisory, each solution is built to enhance accuracy, improve timeliness, and turn financial data into meaningful insight for sustainable growth.
Standard Package
$250, Monthly Bookkeeping (AI-Enhanced)
AI-assisted bookkeeping for your business accounts, ensuring accuracy and efficiency
Intelligent categorization of income and expenses with reconciled statements (up to 250 transactions)
Monthly Profit & Loss and Balance Sheet reports with clear, structured insights (standard reporting)
Ongoing email support for day-to-day accounting and financial questions
Year-end, tax-ready financial statements, organized and optimized for efficient tax preparation
Essential Package
$900, Monthly Bookkeeping (AI-Enhanced)
Full-service, AI-assisted bookkeeping designed for higher transaction volumes
Reconciliation of up to 4 bank, credit card, or payment accounts with enhanced accuracy and control
Monthly management reports with key metrics, trends, and cash flow insights
Streamlined payroll processing for your core team with automated accuracy checks
Quarterly review call to interpret your financials and discuss forward-looking actions and next steps
Advanced Package
1,500 / month – Monthly Bookkeeping (AI-Enhanced)
Full-service, AI-driven bookkeeping designed for higher transaction volumes and operational complexity
Reconciliation of up to 6 bank, credit card, or payment accounts with enhanced accuracy and contro
Monthly management reports with trend analysis and forward-looking cash flow forecasts
Integrated payroll and contractor payment management for your broader team
Ongoing, proactive tax planning support throughout the year
Advisory Package
2,100 / month – Monthly Bookkeeping (AI-Enhanced)
Everything included in the Advanced Package
Dedicated monthly advisory session with your CPA to review performance and align on strategic direction
AI-supported budgeting and forecasting tailored to your growth plans and business model
Customized KPI dashboard delivering real-time insights and performance tracking
Support in preparing financials for banks, lenders, or investors with clear, decision-ready presentation