• Up to 2 financial accounts (bank or credit card) 

• Up to 100 transactions/month

• Monthly bookkeeping (transaction categorization and reconciliations) 

• Monthly financial reports (Profit & Loss and Balance Sheet) 

• Email support

• No payroll included

• Up to 5 financial accounts

• Up to 250 transactions/month

• Monthly bookkeeping (categorization and reconciliation)

• Accurate, up-to-date financials 

• Payroll support (up to 4 employees; processing fees separate)

• Monthly financial reports with light review

• Email and limited phone support

• Up to 6 financial accounts

• Up to 450 transactions/month

• Full-service bookkeeping (categorization and reconciliation)

• Payroll support (up to 10 employees; processing fees separate)

• Vendor payment and bill pay support (AP)

• Cash flow tracking

• Monthly financial review and insights

• Priority support

• Monthly close coordination

• Coordination with your bookkeeper and CPA

• Task tracking and follow-ups

• Financial organization and process support

• Monthly review and check-in

• Payroll is not included

Includes up to 10 hours/month of support
Additional time billed at $95/hour

• Additional payroll support: $500/month (up to 3 employees) 

• Additional financial accounts (bank, credit card, or merchant platforms): $100 each 

• Accounts Receivable (AR) Add‑On:

For clients who need support creating and sending invoices

• Creating and sending client invoices

• Posting customer payments

• Maintaining AR aging

• Weekly AR status updates

Does not include: Collections or chasing overdue payments (available hourly)

Pricing:

• $475/month (up to 10 invoices/week)

• $75 per additional batch

• Collections follow‑up: $95/hour

• Accounts Payable (AP) Add‑On: 

For clients who need vendor payment support outside the Executive tier 

• 1. • Entering vendor bills  

     • Scheduling payments  

     • Maintaining AP aging  

     • Weekly AP status updates 

Does not include: approvals (client must approve all payments) or vendor dispute management 

Pricing: $475/month (up to 10 vendors/40 payments per month) 

• Custom pricing for high‑volume AP 

• Rush/same‑day payments: $95/hour