Packages

Package Bronze Silver Gold
Starting Price $495/month $995/month $1,995/month
Reconciliation Quarterly Reconciliation Monthly Reconciliation Weekly Categorization
Financial Statements Included Included Included
Standard Reports Quarterly Delivery Delivered by the 20th of Each Month Delivered by the 15th of Each Month
Budget Creation N/A Annual Budget Creation Bi-Annual Budget Creation
Growth Plan N/A Growth Plan & Single Page Plan Outline Growth Plan & Single Page Plan Outline
Virtual Meetings Quarterly Quarterly Monthly
Benchmarking (KPIs) N/A Optional Quarterly
Payroll Services N/A Optional Optional
Accounts Payable Services N/A Optional Optional
Accounts Receivable Services N/A Optional Optional
Support 1 Email Question/Month Up to 3 Calls/Month
Email Support (24 Hours)
Unlimited Calls
Unlimited Email Support

Package pricing is tailored to meet the unique needs of each client. Quarterly services and one-time projects are also available, with pricing determined by the specific scope of work.

About us

With over a decade of experience across small business, tax, governmental, corporate, and audit accounting, our co-founders bring a unique blend of expertise to every client relationship. This diverse skillset allows us to tackle challenges from all angles, providing innovative solutions tailored to your business’s needs.

Our mission is to empower business owners by streamlining growth and back-end operations, so you can focus on what truly drives your passion. We partner with you to achieve efficiency, scalability, and long-term success.

Amanda Albaugh

Co-Founder and CPA

Stephanie Hirshberg

Co-Founder and Accountant

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