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.
Adds annual summer deep dive business review & financial analysis, and visual key metrics dashboard
Adds full integration of your Gusto Payroll subscription with our Accounting Software, eliminating the need to send monthly reports
Adds coordination with your tax preparer; we'll make sure they have everything they need for your business tax returns