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Designed for growing businesses that need deeper insights and more hands-on support.
Includes everything in Basic, plus:
Accounts receivable and accounts payable management
Payroll coordination (with third-party providers)
Cash flow tracking and forecasting
Quarterly financial reviews and performance snapshots
Integration with invoicing and payment platforms (e.g., Stripe, Square, QuickBooks)
Priority email and scheduled phone support
Great for business owners who want to stay proactive and make informed decisions.
Designed for growing businesses that need deeper insights and more hands-on support.
Includes everything in Basic, plus:
Accounts receivable and accounts payable management
Payroll coordination (with third-party providers)
Cash flow tracking and forecasting
Quarterly financial reviews and performance snapshots
Integration with invoicing and payment platforms (e.g., Stripe, Square, QuickBooks)
Priority email and scheduled phone support
Great for business owners who want to stay proactive and make informed decisions.