Best for solopreneurs & very small businesses— Monthly bookkeeping, bank/credit card reconciliations, financial statements, email support.

Best for growing businesses— Everything in Essential Bookkeeping, real time Quickbooks Online support, sales tax support, monthly financial review meeting, budget planning for new businesses.

Best for businesses doing $500k - $5M in revenue— Everything in Advisory Bookkeeping, cash flow forecasting, KPI dashboards, month-end close, process improvements, unlimited email / phone support.

Best for businesses needing strategic financial leadership— Controller services plus forecasting, strategic planning, lender reporting, board / owner meetings, budgeting, financial modeling, growth consulting.