top of page

Ideal for Complex Needs

PREMIUM

Ideal for Complex Needs

SAVE TIME

Bookkeeping - Weekly

Standard Financials - Monthly

Cash Balance Monitoring

Bill Pay - Weekly

Custom Reports - Unlimited

Invoicing & Collections

Job Costing & Project Tracking

PLAN & GROW

BI Dashboards - Customized

Performance Review - 1:1
Roadmap to Success - Monthly

Budgeting - Monthly

Cashflow Forecasting
P&L Fo
recasting
Workforce Planning

STAY COMPLIANT

Income Tax Return Filing - Elite

Sales Tax Return Filing

Form 1099 Filing

Personal Property Tax Filing

Annual Report Filing

Annual Business License Filing

SUPPORT

Q&A - Unlimited
Response Time - 24 Hours
QBO Backup - Monthly

Starting at $4,765 / month

SAVE TIME

Bookkeeping - Weekly

Standard Financials - Monthly

Cash Balance Monitoring

Bill Pay - Weekly

Receipt & Entity Tracking

Inter-Company Allocations

Management Fee Invoicing 

PLAN & GROW

BI Dashboards - LiveFlow

Custom Reports - Limited

Monthly Check In - Zoom
P&L Budgeting & Forecasting

Cashflow Forecasting

Workforce Planning

STAY COMPLIANT

Form 1099 Filing - Annually

Sales Tax Return Filing - Varies

BPS / Property Tax Filing - Varies

Annual Report Filing

Annual Business License Filing

SUPPORT

Task Management - Asana

Q&A - Limited

QBO Backup - Annually

$3,800 / month

CUSTOM

Ideal for Legacy Clients

SAVE TIME

Bookkeeping - Monthly

Standard Financials - Semiannually

Cash Balance Monitoring

Bill Pay

Custom Reports

Invoicing & Collections

Job Costing & Project Tracking

PLAN & GROW

BI Dashboards - Basic

Performance Review - Email
Roadmap to Success - Annually

Budgeting - Annually

Cashflow Forecasting
P&L Forecasting
Workforce Planning

STAY COMPLIANT

Income Tax Return Filing - Basic

Sales Tax Return Filing

Form 1099 Filing

Personal Property Tax Filing

Annual Report Filing

Annual Business License Filing

SUPPORT

Q&A - Limited
Response
Time - 96 Hours
QBO Backup - Annually

Starting at $1,675 / month

CLASSIC

Ideal for Basic Needs

bottom of page