Concierge-level bookkeeping and financial management for established businesses earning $50K+/month. Full-service financial oversight with personalized support.

What's Included:

Everything in Growth Plan, plus:

• Up to 800 transactions per month
• Monthly bookkeeping and financial oversight
• Cash flow optimization reporting
• Profit strategy insights
• Monthly review consultation (15–30 minutes)
• Priority support

Best For:

• High-income businesses
• Established companies
• Business owners wanting full-service financial management

Subscription billed monthly. Cancel anytime with 7-day written notice.