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Ideal for: Growing businesses, e-commerce, or companies with inventory (200-500 transactions/month)
Everything in Growth, plus:
Up to 6 bank/credit card account reconciliations
Inventory tracking and COGS management
Multi-state sales tax management
Custom financial reporting and KPI tracking
Cash flow forecasting (3-month rolling)
Bi-weekly business review calls
Phone support with 12-hour response time
Vendor management and bill payment assistance
Job costing or project profitability tracking
Quarterly strategic planning session (90 minutes)
You'll Know: Exactly how much you can pay yourself, when to hire (and when not to), which opportunities are worth pursuing, and how to build a business that grows profitably and sustainably.
Ideal for: Growing businesses, e-commerce, or companies with inventory (200-500 transactions/month)
Everything in Growth, plus:
Up to 6 bank/credit card account reconciliations
Inventory tracking and COGS management
Multi-state sales tax management
Custom financial reporting and KPI tracking
Cash flow forecasting (3-month rolling)
Bi-weekly business review calls
Phone support with 12-hour response time
Vendor management and bill payment assistance
Job costing or project profitability tracking
Quarterly strategic planning session (90 minutes)
You'll Know: Exactly how much you can pay yourself, when to hire (and when not to), which opportunities are worth pursuing, and how to build a business that grows profitably and sustainably.