Basic

Keep your books up to date.

  • Company Tax Return
  • No Tax Planning
  • 2 Bank & Credit Card Accounts
  • Up to 250 transactions
  • Monthly Reconciliation
  • Response Time - 72 Hours
  • Communication: Email Only
  • Cash Reporting
  • No KPI Reporting
  • No Accounts Receivable Support
  • No Accounts Payable
  • No Budget Planning
  • No Forecast Planning
  • No Cashflow Management

Build

Build your business with the right support.

  • Company Tax Return
  • US Tax Planning
  • 2+ Bank & Credit Card Accounts
  • Up to 500 transactions
  • Monthly Reconciliation
  • Response Time - 24 Hours
  • Communication: Email and Zoom
  • Cash & Accrual Reporting
  • KPI Reporting
  • Accounts Receivable Support
  • Accounts Payable
  • No Budget Planning
  • No Forecast Planning
  • No Cashflow Management

Grow

Proactive support for growing businesses.

  • Company Tax Return
  • US Tax Planning
  • 5+ Bank & Credit Card Accounts
  • Above to 500 transactions
  • Monthly Reconciliation
  • Response Time - 24 Hours
  • Communication: Email and Zoom
  • Cash & Accrual Reporting
  • KPI Reporting
  • Accounts Receivable Support
  • Accounts Payable
  • Budget Planning
  • Forecast Planning
  • Cashflow Management