I Just Need This Off My Plate
You’re not behind… you're “delegating.”
Perfect for side hustlers, new agents, or anyone still getting their business rhythm down.
- Categorization of up to 100 monthly transactions
- Reconciliation of up to 2 bank/credit card accounts
- Monthly Profit & Loss + Balance Sheet reports
💰 Starting at $300/month
Can Someone Just Fix This?
Because last time you tried to DIY, you almost set the spreadsheet on fire.
Ideal for growing businesses who want eyes on their numbers and their peace of mind back.
- Everything in “I Just Need This Off My Plate”
- Accounts Payable & Receivable tracking
- Monthly Cash Flow reports
- Quarterly check-in meetings
💰 Starting at $600/month
I Need to See the Big Picture
You're moving like a CEO and need your numbers to keep up. Perfect for S-Corps, real estate teams, and any business that’s doing the most.
- Everything in “Can Someone Just Fix This?”
- Payroll processing
- Budgeting + forecasting
- Inventory tracking (if applicable)
💰 Starting at $1,000/month
My Business Is... Unique
You’ve got a business that doesn’t fit in a neat box—and that’s fine.
Maybe you’re just starting, or maybe you're cash-heavy but low-volume. We’ll make it make sense.
- Build-your-own-package style
- Pay based on actual needs
- Flexible scope, zero pressure
💡 Let’s figure it out together