
Less stress and anxiety
Do you experience stress and anxiety when thinking about the state of your business finances? Let us take the load off of you so you can focus on what you do best.

MAKE SENSE OF FINANCIAL REPORTS
Do you feel overwhelmed looking at your financial reports? Let our experts walk you through what your reports mean and how to improve your business.

ACCOUNTants AND CHEERLEADERS IN ONE PLACE
Our team doesn’t just consists of accountants, but cheerleaders and accountability partners as well. Business owners sometimes need more than the numbers, they need someone in their corner rooting for them!
Concierge
CONTACT US
For the business owner that doesn’t just want to know where the money went, but wants to set goals and tell it where to go.
Premium
$500/MO
For the growing business whose owner needs more frequent financials.
Basic
$200/MO
For the small business owner that needs a clear view.
Compare Features
CONCIERGE | PREMIUM | BASIC | |
---|---|---|---|
QBO Subscription Included | |||
Access Anytime, Anywhere in Real-Time | |||
Unlimited Email Communication | |||
Phone Communication | |||
Transaction Input & Matching | Unlimited, Updated Weekly | Up to 400, Updated monthly | Up to 100, Updated monthly |
Bank Reconciliations | |||
Financial Reports * | Monthly | Monthly | Quarterly |
Financial Health Check Zoom Meeting (1 hour) | Monthly | Monthly | Quarterly |
Cash & Accrual Accounting | |||
Full Service Accounts Payable & Receivable ** | |||
Monthly KPI & Industry Benchmarking | |||
Weekly Performance Snapshots | |||
Budgeting | |||
Cash Flow Forecasting | |||
Adhoc Projects | |||
Growth & Profitability Consulting |