Choose the Level of Support Your Business Needs

Not every business needs the same level of support … and that’s the point.

Whether you’re just getting your financial foundation in place or ready to make strategic, data-driven decisions, our service tiers are designed to meet you where you are and grow with you.

Flexible by Design

Each tier outlines the level of support available but you don’t have to use every service within that tier.

We’ll tailor your package based on what your business actually needs, not force you into a checklist.

Essential

“Get to know your business.”

Accurate accounting and basic compliance to build a strong foundation.

This is where clarity begins.

Our Essential package ensures your financials are accurate, organized, and compliant without overcomplicating things. You’ll know your numbers are right, your reports are clean, and your business has a solid financial base to build on.

Best for:

  • New or growing businesses

  • Owners who need reliable financials

  • Companies focused on stability and compliance

Slide titled 'ACCOUNTING essential' listing topics such as core accounting, financial transactions, ledger maintenance, chart of accounts, recurring entries, reconciliations, bank accounts, credit cards, financial reports, profit and loss statement,
Presentation slide titled 'PAYROLL essential' listing five bullet points about payroll processes: employee and payroll setup, recurring payroll processing, payroll tax withholding, year-end payroll forms, payroll reporting to client. There is a small
A presentation slide titled 'Accounts Receivable (A/R) essential' listing five bullet points: Employee & payroll setup (initial and ongoing), Recurring payroll processing, Payroll tax withholding & standard filings, Year-end payroll forms, Payroll re
Slide titled 'ACCOUNTS PAYABLE (A/P)' with a list of key topics including annual review, reconciliation, aging report, adjustments, and journal entries. There is a small icon of a person's face in the bottom right corner.

Enhanced

“Understand your business.”

Expanded reporting and support for clearer financial insight.

Now we move beyond accuracy into understanding.

Enhanced gives you deeper visibility into performance with expanded reporting and more proactive support. Instead of just receiving financial statements, you start seeing what they actually mean and where the opportunities are.

Best for:

  • Businesses ready to improve margins

  • Owners who want more insight, not just reports

  • Companies making operational decisions based on data

A presentation slide titled 'ACCOUNTING' with a list of accounting topics including adjustments, entries, reconciliations, balances, loans, financial reports, and reports delivery, with a small circular logo in the bottom right corner.
Slide titled 'PAYROLL enhanced' listing payroll services including tax withholding, year-end reporting, and additional support, with a company logo in the bottom right corner.
Slide titled 'ACCOUNTS RECEIVABLE (A/R) enhanced' with bulleted list of topics related to accounts receivable review, corrections, aging report, adjustments, journal entries, and reconciliation; has a small logo in the bottom right corner.
Slide titled 'ACCOUNTS PAYABLE (A/P)' with a list of topics related to accounts payable review and reconciliation, and a small logo in the bottom right corner.

Elite

“Grow your business.”

Monthly advisory and strategic guidance to support smarter decisions.

This is where accounting turns into strategy.

Elite is built for business owners who don’t just want reports — they want direction. With consistent advisory and forward-looking financial guidance, we help you make confident, informed decisions that drive growth.

We’re not just tracking history. We’re helping you shape what’s next.

Best for:

  • Established businesses focused on scaling

  • Owners who want a strategic partner

  • Companies ready for proactive financial leadership

Slide presentation with title 'ACCOUNTING Elite' and a list of accounting tasks, including advanced allocations, recurring allocations, balanced sheet focus, adjustments, identified balances, monthly reports, delivery deadline, and review calls, with
Slide from a presentation titled 'PAYROLLe lite' listing features: Employee allocations by class/project, Multi-location/multi-state payroll, Advanced payroll reporting & support. There is a small tree logo in the bottom right corner.
Presentation slide titled 'Accounts Receivable (A/R)', with a subtitle 'elite', listing bullet points: Monthly A/R review, Invoicing & customer record maintenance, Cash application & credit management, Monthly A/R reconciliation, Customer statements,
Slide titled 'ACCOUNTS PAYABLE (A/P)' with a list of items related to accounts payable including vendor bill processing, monthly reconciliation, payment preparation, money control, and A/P aging report, and a logo of a tree in a circle at the bottom