"I want more" package

Growth Support

Our most popular package. In the Growth stage, you need more knowledge. Without knowledge you cannot grow. We help you get a clearer financial direction, with additional advisory support and expanded services that help you scale with confidence.
This package is for owners who want everything in the Basic package PLUS enhanced reports, customization, and additional support & education needed for growth.

Best package for  learning more about business

Adds annual summer deep dive business review & financial analysis, and visual key metrics dashboard

Best package for those with employees

Adds full integration of your Gusto Payroll subscription with our Accounting Software, eliminating the need to send monthly reports

Best package for easier tax seasons

Adds coordination with your tax preparer; we'll make sure they have everything they need for your business tax returns

$329/mo
Includes:
Adds Customizable Income & Expenses Accounts
Unlimited Support Adds Access to Our Entire Team
Books completed by 20th of every month
Adds Annual Summer Deep Dive Business Analysis with Written Summary
Standard Monthly Reports Adds Financial Analysis of Performance
Adds Sync of Your Gusto Payroll with our Accounting Software
Standard Visual Metrics Dashboard
At Year-End We Work Directly With Your Tax Preparer
Access Your Numbers 24/7 on an Interactive Financial Dashboard. No Bookkeeping Required
1099 Monthly Reviews Adds eFilings
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