Package Solutions

Lite Package

Essentials Package

Essentials Package

A strong foundation for small businesses that need clean, accurate books and reliable monthly reporting.

Categorize all transactions
Transactions quality verification/documentation
Invoicing
Bill payment
Process staff reimbursements and expense reports
Monthly Profit & Loss and Balance Sheet reporting
Unlimited email support
Shared Google Drive access

Starting at $400/mo

Essentials Package

Essentials Package

Essentials Package

Enhanced financial monitoring and payroll support.

Everything in Lite, plus:

Accounts Receivable aging reporting
Reconciliation of bank, credit card, and loan accounts
Bi-weekly payroll services (QuickBooks subscription required)
Employee payroll onboarding
Monthly account review video conference

Starting at $700/mo

Premium Package

Expanded Package

Expanded Package

Full-scale financial and HR support for growing businesses that need seamless compliance and workforce management.

Everything in Essentials, plus:

Employee tax processing
Employee annual W-2 filing
Onboarding of subcontractors (W-9, Work Comp, signed agreements)
Process annual 1099 filings
Employee Onboarding and Offboarding
HR Compliance Management
Employee Records Management
Employee Relations

Starting at $950/mo

Expanded Package

Expanded Package

Expanded Package

Support for businesses needing additional financial or HR services.

Available à la carte:

Financial Coaching & Strategic Planning
Sales tax filing and payment support
Collaborate with your tax preparer
Staff training
Annual budget creation & quarterly forecasting
Bi-weekly payroll services
Employee tax processing
Employee W-2 filing

Starting at &75/hr