The Foundation Package

$300 / month Ideal for streamlining

basics and ensuring tax compliance.

• Categorization of up to 100 monthly transactions

• Reconciliation of up to 2 accounts (e.g., 1 checking, 1 credit card)

• Standard monthly financial reports (Profit & Loss, Balance Sheet)

• Email support with a guaranteed 48-hour response timebasics and ensuring tax compliance.

The Growth Package

$600 / month Ideal for growing

businesses needing detailed

tracking and regular support.

• Categorization of up to 300 monthly transactions

• Reconciliation of up to 5 accounts

• Accounts Receivable & Accounts Payable monitoring

• Detailed monthly financial reports with custom expense breakdowns

• Monthly soft-close of the books for tax readiness

• Email and scheduled phone support

The Bloom Package

$1,200 / month Ideal for established businesses needing comprehensive financial management

• Categorization of up to 700+ transactions

• Reconciliation of up to 10 accounts (including merchant processors)

• Accounts Payable and Accounts Receivable management (invoicing & bill pay)

• Advanced reporting (Cash Flow forecasting, Budget vs. Actuals)

• Direct coordination with your CPA for year-end tax preparation

• Priority support and a dedicated 45-minute monthly financial review call

• Historical Catch-Up

• Clean-Up Work

• Payroll Processing

• Arizona Sales Tax Filing

• New Business set up

• Current Book Review (Analyze your current books, report the results, and outline an actionable path forward)

• QuickBooks training and assistance

Ala Carte Services

Contact for pricing