Ideal for growing businesses that need consistency and insight
As your business grows, so does the need for accurate, timely financial data. This plan keeps everything running smoothly and gives you visibility into your numbers.
Everything in Starter, plus:
· Weekly transaction updates
· Up to 4 financial accounts
· Light invoicing and bill pay management
· Monthly reports including cash flow statements
· Key performance tracking (revenue, expenses, trends)
· Quarterly financial review call
· Priority email & chat support (24-hour response)
Bonus: onboarding cleanup included or discounted
Ideal for growing businesses that need consistency and insight
As your business grows, so does the need for accurate, timely financial data. This plan keeps everything running smoothly and gives you visibility into your numbers.
Everything in Starter, plus:
· Weekly transaction updates
· Up to 4 financial accounts
· Light invoicing and bill pay management
· Monthly reports including cash flow statements
· Key performance tracking (revenue, expenses, trends)
· Quarterly financial review call
· Priority email & chat support (24-hour response)
Bonus: onboarding cleanup included or discounted