No hidden fees. No confusing tiers. Just straightforward plans built for small business owners who want real financial support.
Clean books, monthly reports, and a dedicated bookkeeper who knows your business inside and out.
Full financial partnership for growing businesses that need strategy, forecasting, and expert guidance.
Proactive tax planning and filing to keep your business compliant and minimize surprises every year.
| Feature | Essentials | CFO Suite | Tax Suite |
|---|---|---|---|
| Monthly bookkeeping | ✓ | ✓ | — |
| P&L + Balance Sheet | ✓ | ✓ | — |
| Bank reconciliation | ✓ | ✓ | — |
| Client portal access | ✓ | ✓ | ✓ |
| Federal & state tax filing | — | — | ✓ |
| Quarterly estimates | — | — | ✓ |
| Monthly CFO review calls | — | ✓ | — |
| Cash flow forecasting | — | ✓ | — |
| KPI dashboards | — | ✓ | — |
| Budget & growth planning | — | ✓ | — |