Financial data contain a lot of helpful clues and information about the health of your business. And special reports can be tailored to meet your particular business needs.

Premium Package

This is the best option for ambitious business owners who want the most out of their accounting system, need access to valuable metrics, and need to work with a CFO to help them make quality strategic decisions for their business, using up-to-date information, and efficient support from their accountant.

Full Package

This is our most popular option for business owners who need valuable reports to help them manage their business, and dedicated support from one of our account managers to understand the numbers and tailor decisions for business growth.

Essential Package

This option is best for those business owners who are on a tight budget yet want the peace of mind of knowing they are doing things correctly with their financial information.

Benefits

An accounting health check gives you an objective and timely assessment of your financial records to ascertain that your spending is aligned with your business goals.

Individualized training means that we will spend one-on-one time with you, reviewing your financial reports to help you understand them better so that you can make better business decisions.

A dedicated account manager is someone on our team who works on your books regularly and is familiar with your data and can bring issues to your attention in a timely manner.

Management reports have different levels of complexity and can be tailored to help you track and manage very specific areas of your business.

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