• Monthly Bookkeeping

• Bank and Credit Card Reconciliation

• Financial Statements (P&L / Balance Sheet)

  Best for businesses needing consistent, accurate financial records without added complexity.

Automation and cash-flow visibility

Everything in Foundation, plus:

• Accounts receivable automation

• Accounts payable automation

• Cash flow reporting and trend visibility

Designed for growing businesses that want better control, efficiency, and insight into cash movement

Strategic oversight and year-end readiness

Everything in Momentum, plus:

• Advanced reporting and KPIs

• Advisory-level financial insights

• Forecasting and forward-looking analysis

• Year-end financial processing support

• 1099 preparation and reporting

• Priority support

Ideal for businesses that require higher-level financial clarity, proactive guidance, and confidence heading into year-end and tax preparation.

*** Tax filing services are not provided. We work collaboratively with your CPA or tax professional to ensure accurate, timely, and well-prepared year-end reporting.