Foundations
Get Organized And Gain Financial Clarity
Best for Low 6-Figure Businesses
Every successful firm, practice, or agency needs a strong financial foundation.
This is our starter package with quarterly support that works to ensure your books are clean, your reports are accurate, and your numbers give you real clarity—without tax surprises.
What’s included:
- Accurate Categorizations & Monthly Reconciliations
- Monthly Financial Reports (P&L, Balance Sheet, Cash Flow)
- Quarterly Financial Check-ins + Unlimited Email Support (for financial questions)
- Optional Add-ons – Invoicing, Bill Pay, and Payroll Management
* All packages serve as starting points and are tailored to meet our clients’ individual needs.
Starting at $750/mo
View Our Packages
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