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Smart Finance Packages

Pro Premium Package

Designed for established small businesses and S-Corps that require higher transaction volume support and more flexibility. Pro Premium includes advanced bookkeeping, monthly financials, platform support (Stripe, Square, PayPal, and more), and a year-end tax prep handoff package.

This plan also offers an annual CFO-level strategy or tax advisory session, making it ideal for owners who want ongoing insight, preparation, and confidence as their business evolves.

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