Intermediate Service

$799.00

Perfect for: Growing small businesses that want deeper financial insight and ongoing support.

What’s included:

  • Everything in the Basic Package, plus:

  • Monthly or quarterly financial review meetings

  • Custom management reports for smarter decision-making

  • Integration with payroll and sales tax systems

  • Receipt and expense tracking setup for easier recordkeeping

  • Priority email and phone support

Goal: Give you clear, accurate financial visibility and help you make confident business decisions as you grow.Describe important details like price, value, length of service, and why it’s unique. Or use these sections to showcase different key values of your products or services.

*Price is per month/cancel anytime

Perfect for: Growing small businesses that want deeper financial insight and ongoing support.

What’s included:

  • Everything in the Basic Package, plus:

  • Monthly or quarterly financial review meetings

  • Custom management reports for smarter decision-making

  • Integration with payroll and sales tax systems

  • Receipt and expense tracking setup for easier recordkeeping

  • Priority email and phone support

Goal: Give you clear, accurate financial visibility and help you make confident business decisions as you grow.Describe important details like price, value, length of service, and why it’s unique. Or use these sections to showcase different key values of your products or services.

*Price is per month/cancel anytime