Essentials Package

-Monthly Reconciliation < 5 accounts

-Categorization of transactions

-Monthly Financial Summary

-Email Support

*add ons - payroll, cleanup

Starting at $250 / Month

Growth Package

Includes everything in Essential +

-Additional bank accounts

-Quarterly Review Calls

-Budgeting Template (tailored for you)

-Deadline Reminders /Monthly Checklist

Starting at $350/ Month

Notary Services

On-site notary services, ensuring seamless document authentication at your preferred venue.

$8 / Signature + Travel fee