What You Get

A detailed breakdown of deliverables by tier. No hidden fees, no surprises.

P&L, Balance Sheet, Cash Flow

Questions answered quickly

Clean, organized books

24/7 dashboard & documents

Deliverables by Tier

Compare what's included in each service tier.

Deliverable	Ledger $350/mo	Popular Controller $650/mo	Architect $1,200/mo
Monthly Bank Reconciliation
Credit Card Reconciliation
Transaction Categorization
Profit & Loss Statement
Balance Sheet
Cash Flow Statement	Basic
Tax Calendar & Reminders
Document Storage (Unlimited)
Client Portal Access (24/7)
Email Support
Response Time SLA	48 hrs	24 hrs	Same day
Tax Preparation Checklist
1099 Tracking & Filing
Tax Document Organization
Payroll Data Viewing
Quarterly Tax Estimates
AI Call Logs & History
Priority Support Queue
Cash Flow Forecasting			Coming Soon
Strategic Planning Sessions			Quarterly

We commit to these response times for all client questions.

Ledger

48 hours

Business days

Controller

24 hours

Business days

Architect

Same day

Priority queue

Transparency matters. These services are quoted separately:

If your books are behind, we quote this as a one-time project based on complexity.

Federal and state tax returns are quoted separately based on entity type and complexity.

If you get audited, we provide support at an hourly rate for document prep and correspondence.

Strategic financial planning beyond standard reporting is available as a separate engagement.

See if we're the right fit for your business.