Elevated Financial Management for Growing Businesses
Efficient Accounting Solutions
Elevated Financial Management for Growing Businesses
Monthly accounting packages
Essential Package
Essential Package
Essential Package
For small businesses needing consistent, reliable financial organization.
- Transaction categorization (up to 100 transactions)
- Monthly account reconciliation
- Basic financial reports
- Email support
Growth Package
Essential Package
Essential Package
For growing businesses ready for deeper insight and support.
- Everything in Essential
- Increased transaction volume (100-300 per month)
- Detailed monthly financial reporting
- Light financial insights and guidance
- Priority email support
Premier Package
Essential Package
Premier Package
For established businesses needing full-service financial oversight.
- Everything in Growth
- High-volume transaction management
- Ongoing financial oversight
- Priority support and communication
add-on services
Payroll
Cleanup & Catch-Up
Union Reporting
- Payroll processing
- Compensation reporting
- Basic payroll tax coordination
Union Reporting
Cleanup & Catch-Up
Union Reporting
- Union wage reporting
- Fringe benefit tracking
- Compliance-focused documentation
Cleanup & Catch-Up
Cleanup & Catch-Up
Cleanup & Catch-Up
For businesses needing past records organized or corrected before ongoing services begin.
Misc
Cleanup & Catch-Up
Cleanup & Catch-Up
- Bill & Invoice entry
- Quarterly Tax Filings
- Bill Pay