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Review Only |
Starter |
Pro |
Premium |
Custom |
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$200Billedmonthly |
$429Billedmonthly |
$549Billedmonthly |
$849Billedmonthly |
Custom Pricing |
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| Max. Transaction Volume | 20 | 30 | 60 | 100 | Unlimited |
| Service Frequency | Monthly | Monthly | Weekly | Weekly | Weekly |
| Designated Accountant |  |
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| Bank/Credit Card Reconciliation | |
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| Basic Financial Statements | |
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| Cash or Accrual Basis | |
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| Secure Portal with Document Storage |
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| Online Support | Limited | Unlimited | Unlimited | Unlimited | Unlimited |
| Monthly Scheduled Meetings | 30 minutes | 45 minutes | 60 minutes | contact for info | |
| Use of Class/Location/Department |
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| Lite CFO and Advisory Services | |
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| Custom Financial Reporting | |
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| Discounted Tax Return* | 10% | 15% | 15% | 15% | 15% |
| Get Started | Get Started | Get Started | Get Started | Get Started | |