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For growing businesses that want insight, not just reports.
Everything in Foundation
Accounts payable & receivable tracking
Automated expense rules in QuickBooks
Quarterly financial review call
Customized KPI dashboard
Priority email support
*Starting at $650/month
Best for owners who want clarity on cash flow and business performance to support smarter growth decisions.
For growing businesses that want insight, not just reports.
Everything in Foundation
Accounts payable & receivable tracking
Automated expense rules in QuickBooks
Quarterly financial review call
Customized KPI dashboard
Priority email support
*Starting at $650/month
Best for owners who want clarity on cash flow and business performance to support smarter growth decisions.