Integrated bookkeeping and financial reporting for growing businesses and households with increasing complexity.
Business Revenue Between *$250,000 and $750,000 Annually
Up to 5 Business Accounts
Up to 4 Personal Accounts
Up to 500 Combined Transactions Per Month
Businesses with Employees, Contractors, or Multiple Revenue Streams
Everything Included in Essential CPA Bridge
Additional Accounts – Up to 5 Business Accounts and 4 Personal Accounts Included
Monthly Business & Personal Cash Flow Reports
Quarterly CPA Collaboration Call (Upon Client Authorization)
Budget-to-Actual Reports for Business and Household Finances
Personal Savings and Debt Tracking
Phone or Zoom Support (One Session Per Quarter)
*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.
Integrated bookkeeping and financial reporting for growing businesses and households with increasing complexity.
Business Revenue Between *$250,000 and $750,000 Annually
Up to 5 Business Accounts
Up to 4 Personal Accounts
Up to 500 Combined Transactions Per Month
Businesses with Employees, Contractors, or Multiple Revenue Streams
Everything Included in Essential CPA Bridge
Additional Accounts – Up to 5 Business Accounts and 4 Personal Accounts Included
Monthly Business & Personal Cash Flow Reports
Quarterly CPA Collaboration Call (Upon Client Authorization)
Budget-to-Actual Reports for Business and Household Finances
Personal Savings and Debt Tracking
Phone or Zoom Support (One Session Per Quarter)
*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.