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Subscription Plans

Choose the plan that fits you best

Perfect for new businesses earning under $100K/year

  • Monthly bookkeeping

  • 1 bank + 1 credit card

  • Quarterly Profit and Loss and balance sheet

  • Year-end tax-ready file

  • 1 brief quarterly check-in (15-20 min)

  • Sales tax Fillings

🟢 Includes $200 upgrade credit

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Start Smart plan
Starting at $450/month
Join the Starter Plan

Ideal for service-based-businesses ready to scale

  • Monthly bookkeeping & reporting

  • Up to 3 accounts (bank, CC)

  • 1099 support

  • Sales Tax Filling

  • CPA-reviewed financials

  • Quarterly check-in with a CPA

  • Performance metrics Dashboard

🟢 Most Popular Plan

Growth
Starting at $750/month
Book Now

For business owners needing strategy, cash flow,and hands-on and financial oversight

  • Everything in Growth Plan

  • Monthly 1-on-1 advisory call

  • Cash flow forecasting

  • Profit strategy review

  • Support for multi-entity setups

CFO Plan
Starting at $1,250/month
Request Intro Call
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