• Secure access to your bank, credit card, and accounting platforms

• Weekly schedule dedicated to your account

• Accounts payable management & bill pay (with your approval)

• Invoicing support & accounts receivable tracking

• Recording of bank & credit card activity

• Monthly account reconciliations

• Tailored monthly financial reporting package

• Weekly email with financial updates, insights & open questions

• Clear Q&A process for categorization or transaction questions

• Ongoing communication with your tax accountant (we love working with them!)

Ideal for - “Businesses that manage multiple clients or vendors and need consistent, reliable accounting support — without the overhead of a full in-house finance team.”

Starting at - $1750 per month