Our primary goal is to empower business owners, agencies, and freelancers with maximum creative freedom.
Explorer
Our Explorer plan provides essential bookkeeping services for clients not requiring billing and bill payments. Keeping your finances organized and compliant.
- Transaction CategorizationMonthly
- Bank & Credit Card ReconciliationMonthly
- Financial ReportsMonthly
- Financial Dashboards✓
- Client Portal & Streamlined Document Collection✓
- Check-in MeetingsQuarterly
- Email & Phone Support24–48 Hour Response Time
- Profitability Metrics✓
- Prior Periods/Years Cleanup✓
- Payroll✓
- Special Report & Analysis✓
Bookkeeping & Compliance
Advisory, Reporting & Support
Additional Options
Focus
Our Focus plan provides essential bookkeeping and accounting services, ideal for businesses with no inventory management.
- Transaction CategorizationMonthly
- Bank & Credit Card ReconciliationMonthly
- Financial ReportsMonthly
- Accounts Payable / Bill Payments✓
- Accounts Receivable / Invoicing✓
- Fixed Assets Tracking✓
- Financial Dashboards✓
- Client Portal & Streamlined Document Collection✓
- Check-in MeetingsMonthly
- Email & Phone Support24–48 Hour Response Time
- Profitability Metrics✓
- Prior Periods/Years Cleanup✓
- Payroll✓
- Special Reports & Analysis✓
Bookkeeping & Compliance
Advisory, Reporting & Support
Additional Options
Growth
Our Growth plan helps you gain a deeper understanding of financial performance, identify areas for growth, and receive expert guidance to achieve business goals.
- Transaction CategorizationMonthly
- Bank & Credit Card ReconciliationMonthly
- Financial ReportsMonthly
- Accounts Payable / Bill Payments✓
- Accounts Receivable / Invoicing✓
- Fixed Assets Tracking✓
- Inventory Management✓
- Schedules & Audit Preparation✓
- Financial Dashboards✓
- Budget Creation✓
- Client Portal & Streamlined Document Collection✓
- Strategic Planning MeetingsQuarterly
- Check-in MeetingsMonthly
- Email & Phone Support24–48 Hour Response Time
- Profitability Metrics✓
- Growth Metrics✓
- Client Metrics✓
- Prior Periods/Years Cleanup✓
- Payroll✓
- Special Reports & Analysis✓
Bookkeeping & Compliance
Advisory, Reporting & Support
Additional Options
Peak
With the Peak plan, you’ll enjoy the highest level of financial expertise, personalized support, and advanced tools to drive your business forward.
- Transaction CategorizationDaily / Weekly
- Transaction VolumeUnlimited
- Bank & Credit Card ReconciliationWeekly / Monthly
- Financial ReportsMonthly
- Accounts Payable / Bill Payments✓
- Accounts Receivable / Invoicing✓
- Fixed Assets Tracking✓
- Inventory Management✓
- Schedules & Audit Preparation✓
- Financial Dashboards✓
- Budget Creation✓
- Cash Flow Forecasting✓
- Financial Reporting, Planning & Analysis✓
- Client Portal & Streamlined Document Collection✓
- Strategic Planning MeetingsMonthly
- Check-in MeetingsBi-Weekly / Monthly
- Email & Phone Support24 Hour Response Time
- Profitability Metrics✓
- Operational Metrics✓
- Growth Metrics✓
- Client Metrics✓
- Prior Periods/Years Cleanup✓
- Payroll✓
- Special Reports & Analysis✓