Standard Package — $250 / Month
AI-Enhanced Monthly Bookkeeping: A reliable bookkeeping solution for small businesses, freelancers, and self-employed professionals who need clean monthly books, accurate reports, and year-end tax-ready financials without unnecessary complexity.
AI-enhanced monthly bookkeeping
Income and expense categorization
Monthly reconciliation for up to 250 transactions
Standard monthly Profit & Loss report
Standard monthly Balance Sheet report
Ongoing email support for bookkeeping and accounting questions
Year-end tax-ready financial statements
CPA oversight with AI-assisted review for accuracy and efficiency
Best For
Small businesses, freelancers, and self-employed professionals with lower transaction volume who still need accurate monthly bookkeeping, basic financial reporting, and properly organized records for year-end tax preparation.
Essential Package — $900 / Month
AI-Enhanced Monthly Bookkeeping & Advisory Support
A comprehensive bookkeeping and reporting solution for growing businesses with higher transaction activity, multiple accounts, and a need for clearer financial visibility. It combines AI-assisted bookkeeping, structured reconciliations, management reporting, and quarterly advisory review to help you understand performance and plan next steps.
Full-service AI-enhanced monthly bookkeeping
Designed for higher transaction volume and more complex financial activity
Reconciliation of up to 4 bank, credit card, or payment accounts
Enhanced review procedures to improve accuracy, consistency, and financial control
Monthly management reports with key metrics and business trends
Cash flow insights to support better financial decisions
Quarterly financial review call to discuss results, trends, concerns, and next steps
CPA oversight with AI-assisted review for accuracy, efficiency, and clearer reporting
Best For
Growing small businesses, service providers, and entrepreneurs who need more than basic bookkeeping, including multiple-account reconciliation, monthly management reporting, cash flow visibility, and periodic CPA advisory support. guidance.
Advanced Package — $1,500 / Month
AI-Enhanced Bookkeeping, Reporting & Proactive Tax Planning
A higher-level financial management solution for businesses with increased transaction volume, multiple accounts, and more complex financial needs. This package combines AI-assisted bookkeeping, advanced reconciliations, management reporting, cash flow forecasting, and proactive tax planning to improve financial control and forward-looking decision-making.
Full-service AI-enhanced monthly bookkeeping
Designed for higher transaction volume and more complex financial activity
Reconciliation of up to 6 bank, credit card, or payment accounts
Enhanced review procedures to improve accuracy, consistency, and financial control
Monthly management reports with trend analysis and key business insights
Forward-looking cash flow forecasts to support planning and decision-making
Review and organization of expense, vendor, and contractor payment activity
Ongoing proactive tax planning support throughout the year
CPA oversight with AI-assisted review for accuracy, efficiency, and stronger financial visibility
Best For
Established small businesses, growing service firms, and entrepreneurs who need deeper financial insight, stronger cash flow visibility, multiple-account reconciliation, management reporting, and proactive tax guidance throughout the year.
Advisory Package — $2,100 / Month
AI-Enhanced Bookkeeping, Strategic Advisory & Decision-Ready Financial Insight
A premium advisory solution for business owners who want more than accurate books — they want clarity, strategy, and forward-looking financial guidance to support growth, financing, and better decision-making.
This package includes everything in the Advanced Package, plus dedicated CPA advisory support, AI-supported budgeting and forecasting, customized KPI dashboards, and clear financial presentation for strategic business decisions.
Everything included in the Advanced Package
AI-enhanced monthly bookkeeping and reconciliation of up to 6 bank, credit card, or payment accounts
Monthly management reports, trend analysis, cash flow forecasting, vendor and expense review, and proactive tax planning support
Dedicated monthly CPA advisory session to review performance, risks, opportunities, and next steps
AI-supported budgeting and forecasting tailored to your business model and growth plans
Customized KPI dashboard to track profitability, cash flow, trends, and operational performance
Clear financial presentation support for banks, lenders, investors, and strategic business discussions
Strategic financial storytelling to explain where the business stands, where it is heading, and what actions may create long-term value
CPA oversight with AI-assisted review for stronger financial clarity, control, and decision-making
Best For
Growing businesses, established entrepreneurs, and advisory-focused clients who need CPA-level interpretation, stronger planning tools, customized dashboards, cash flow visibility, and polished financial reporting support for strategic decisions, financing, or investor conversations.