Our Essentials package streamlines your business's financial management, freeing up your time to focus on growth. With specialized accountants handling bookkeeping, cash flow, and compliance, you can trust us to keep your finances in order. Take the first step towards stress-free finances and book your Essentials package today.

Includes:

• 3 payroll employees
• Processing A/R – 1-25 customers
• Processing A/P – 1-5 Vendors
• All compliance
• Gathering W-9s and processing 1099s
• Collections/Resolving A/R aging issues
• Virtual rep setup and personal email. Virtual AI experience.
• Annual financial review with EA
• Cash flow summary and A/R & A/P Projections

* Each package is subject to an implementation fee

The Growth Package is tailored for businesses on the rise, offering expert support in payroll, accounts receivable, and sales tax filings. Let our team of professionals guide your financial strategy while you concentrate on expanding your business. Elevate your financial game with our Growth Package and unlock your business's full potential.

Includes:

• 4-6 payroll employees
• Processing A/R – 26 - 50 customers
• Processing A/P – 6 - 10 Vendors
• All compliance
• Gathering W-9s and processing 1099s
• Collections/Resolving A/R aging issues
• Virtual rep setup and personal email. Virtual AI experience
• Semi-annual financial session with EA
• Sales & use tax filings for 1-3 states
• Cash flow summary and A/R & A/P Projections

* Each package is subject to an implementation fee

Experience next-level financial support with our Pro package, designed to fuel the growth of thriving service industry professionals. From payroll management to quarterly financial reviews, we ensure your business stays on track for success. Take charge of your growth journey and secure your Pro package today.

Includes:

• 7-10 payroll employees
• Processing A/R – 51+ customers
• Processing A/P – 6 - 10 Vendors
• All compliance
• Gathering W-9s and processing 1099s
• Collections/Resolving A/R aging issues
• Virtual rep setup and personal email. Virtual AI experience
• Quarterly financial review with EA.
• Worker’s Comp audits
• Sales tax filings max of 5 states
• Cash flow summary and A/R & A/P Projections

* Each package is subject to an implementation fee