Basic Plan
Price: $200–$350/month
Services Included:
Monthly financial reporting (Income Statement, Balance Sheet)
Basic bank reconciliations
Up to 25 transactions per month
Standard Plan
Price: $400–$550/month
Services Included:
Monthly financial reporting (Income Statement, Balance Sheet)
Bank and credit card reconciliations
Up to 50 transactions per month
Tax filing support (quarterly or yearly)
Expense categorization
Premium Plan
Price: $600–$750/month
Services Included:
All features from Standard Plan
Payroll processing for up to 5 employees
Monthly cash flow management
Budgeting and forecasting support
Tax planning and advisory
Elite Plan
Price: $800–$1,500/month
Services Included:
All features from Premium Plan
Unlimited transactions
Full-service payroll for up to 10 employees
Financial strategy sessions (monthly)
Tax filing and planning (quarterly, monthly check-ins)
Dedicated accountant