CHOOSE YOUR PLAN AND LEAD WITH VISION AND FINANCIAL CLARITY!!!
Monthly Bookkeeping
QuickBooks Online Subscription
Up to 5 Bank/Credit Accounts
Unlimited Transactions
Unlimited Communication
Quarterly Debriefs (Reports + Video)
Year-End Tax Package
Annual 1099 Filings
Compliance + Important Dates
Reminders
Is this right for you?
Businesses in their first 1-3 years of operation
Up to $250,000 in annual revenue
This package will cover your basic bookkeeping needs while providing crucial financial insights
Starting At
$450/Month
Professional
Everything in EssentialsBi-Weekly Bookkeeping
Unlimited Bank Accounts
Accounts Payable
Accounts Receivable
Payroll in Gusto
Non-Cash Accounting Schedules
W-9 Collection & Management
Monthly Debriefs (Reports + Video)
60-Minute Monthly Meeting
with your Account Manager
Is this right for you?
Businesses in operation for 3-5 years
$250,000 - $1 million in annual revenue
This package offers more comprehensive support to manage the increasing complexity of your business operations
Starting At
$1000/Month
Fractional CFO
Everything in Professional
Profit Strategy Consulting
Perpetual Data Room
Annual Budget Preparation
Advanced Management Report
Quarterly Strategic Planning Check-ins
SOP Review
App Consulting
Is this right for you?
Businesses in operation for over 5 years
$1 million + annual revenue
This package provides the strategic financial oversight necessary to scale efficiently and sustainably
Starting At
$2500/Month
Book a Call to Discuss What Plan is Right For you
CHOOSE YOUR PLAN AND LEAD WITH VISION AND FINANCIAL CLARITY!!!
Essentials
Monthly Bookkeeping
QuickBooks Online Subscription
Up to 5 Bank/Credit Accounts
Unlimited Transactions
Unlimited Communication
Quarterly Debriefs (Reports + Video)
Year-End Tax Package
Annual 1099 Filings
Compliance + Important Dates Reminders
Is this right for you?
Businesses in their first 1-3 years of operation
Up to $250,000 in annual revenue
This package will cover your basic bookkeeping needs while providing crucial financial insights
Starting At
$450/Month
Professional
Everything in EssentialsBi-Weekly Bookkeeping
Unlimited Bank Accounts
Accounts Payable
Accounts Receivable
Payroll in Gusto
Non-Cash Accounting Schedules
W-9 Collection & Management
Monthly Debriefs (Reports + Video)
60-Minute Monthly Meeting
with your Account Manager
Is this right for you?
Businesses in operation for 3-5 years
$250,000 - $1 million in annual revenue
This package offers more comprehensive support to manage the increasing complexity of your business operations
Starting At
$1000/Month
Fractional CFO
Everything in Professional
Profit Strategy Consulting
Perpetual Data Room
Annual Budget Preparation
Advanced Management Report
Quarterly Strategic Planning Check-ins
SOP Review
App Consulting
Is this right for you?
Businesses in operation for 5+ years
$1 million + annual revenue
This package provides the strategic financial oversight necessary to scale efficiently and sustainably
Starting At
$2500/Month
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Join our email list for exclusive insights, expert advice, and strategic financial guidance tailored for coaches and course creators. Stay ahead with the latest industry updates, special offers, and invaluable resources designed to empower your business journey. Sign up now to unlock a world of financial excellence and take your success to new heights!
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