Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

Skilled craftsmen and tradesmen working on various projects including woodworking, metalworking, and pottery.

Packages that match the work

Starting prices. Setup is a one-time fee. No long-term contracts.

Includes:
- Up to 100 transactions
- Up to 2 bank/credit-card accounts
- Monthly reconciliations
- Transaction categorization
- Chart of accounts maintenance
- Monthly P&L
- Monthly Balance Sheet
- Year-end CPA package
- Email support
Setup: $195
Everything in Essential, plus:
- Up to 300 transactions
- Up to 5 bank/credit-card accounts
- A/R tracking
- A/P tracking
- Monthly financial review
- Management financial package
- 30-minute monthly owner review
- CPA/tax-preparer coordination
- Priority support
Setup: $295
Contractor & Trades — $595/month
Everything in Business, plus:
- Up to 400 transactions
- Up to 6 financial accounts
- Contractor-specific chart of accounts
- Job/project tracking
- Subcontractor tracking
- 1099 preparation support
- Job profitability reporting
- Contractor-focused financial review
Setup: $395
Everything in Business, plus:
- Up to 500 transactions
- Up to 10 financial accounts
- Invoicing support
- Bill-entry support
- A/R follow-up
- A/P management
- Cash-flow review
- Monthly financial analysis
- 60-minute monthly meeting
- Quarterly business review
- Priority support
Setup: $395

Contact us to discuss your business and how we can help you.

Businessman and client shaking hands for an agreed upon deal.