Monthly Service Packages

We provide a free consultation to discuss custom monthly package options to fit your needs.

The Entrepreneuer

  • Transaction Management
  • Monthly financial reports with 1:1 review
  • Unlimited email and text support
  • For startup businesses with <$10k/month in revenue or <100 transactions/month
  • Starting at $100/month

The Growing Business

  • Transaction management and monthly financial report review
  • Unlimited text and email support
  • Includes one add-on service
  • For businesses with <$50k/month in revenue and <10 managed accounts
  • Starting at $300/month

The CEO

  • Transaction management and monthly financial report review
  • Unlimited text and email support
  • Includes two add-on services
  • For established businesses with >$50k/month in revenue or >10 managed accounts
  • Starting at $500/month

There are no hidden fees, no surprises, and all fees are tax-deductible. Packages are charged once monthly via ACH bank draft or credit card payment on the date you prefer. You may add on or upgrade packages at any time; cancellations require 30 days notice.