Essential
Handle the core with confidence. This plan covers streamlined bookkeeping, foundational financial reporting, and full tax-season readiness—everything your business needs to stay organized and audit-ready year-round.
Elevate Your Company Performance with with Essential Financial Management
What is Essential
Full-Service Bookkeeping: We keep your books clean and current—no matter how many transactions you run.
Smart Receipt Management: Snap, store, and sync receipts in seconds. No more paperwork, no more clutter.
Tax & Audit Ready: Your financials are organized, accurate, and always ready for tax season or audits.
Performance Dashboard: Track performance at a glance. See your key metrics updated daily—so you can make decisions faster.
Premium Financial Reporting: Get clear profit & loss and balance sheet reports delivered monthly. Built for visibility and alignment.
Core Financial Analysis: Understand what’s working—and what’s not. We translate your numbers into useful business insight.
Core Financial Management Made Easy
Email Support
Quick, responsive answers from our team—usually within one business day.
Software Fees Included
All tools are included. No surprise charges, no add-ons.
Secure Cloud Access
Secure, real-time access to your financials from anywhere.
Let’s Build a Strong Financial Foundation for Your Company
Core Financial Analysis for Clarity & Growth
Budget Analysis
Compare actuals to your monthly budget and stay aligned with your goals. Pinpoint where to adjust before small issues become big ones.
Financial Ratio Analysis
We analyze key ratios like profitability, liquidity, and efficiency. Understand what’s working—and where to improve.
Profit & Revenue Analysis
Get a clear picture of revenue, COGS, and profitability. Identify your top performers and uncover areas for increased efficiency.
Cost & Expense Analysis
Track categorized spending trends across the business. Reduce unnecessary costs without impacting operations.
Discover the Perfect Plan for Your Company
Get started risk-free with our 1-Month Money-Back Guarantee.
Select Your Annual Revenue
Essential
$1,500/month
For companies building their financial foundation.
Order Essential Now
FEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Core Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Performance Dashboard
Monthly Core Financial Analysis Report
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro
$2,500/month
For scaling companies who need deeper insight without the complexity.
Order Pro NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Premium Support
Support: 1 Business Day
Executive
$3,500/month
For companies that demand full financial clarity and hands-on support.
Order Enterprise NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Dedicated Account Management
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Monthly Comprehensive Fraud Risk Analysis
Additional Quarterly Financial Reports
Additional Annual Financial Report
Quarterly Financial PowerPoint Report
Premium Support
Support: 1 Business Day
Essential
$2,500/month
For companies building their financial foundation.
Order Essential Now
FEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Core Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Performance Dashboard
Monthly Core Financial Analysis Report
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro
$3,500/month
For scaling companies who need deeper insight without the complexity.
Order Pro NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Premium Support
Support: 1 Business Day
Executive
$5,000/month
For companies that demand full financial clarity and hands-on support.
Order Enterprise NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Dedicated Account Management
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Monthly Comprehensive Fraud Risk Analysis
Additional Quarterly Financial Reports
Additional Annual Financial Report
Quarterly Financial PowerPoint Report
Premium Support
Support: 1 Business Day
Essential
$3,500/month
For companies building their financial foundation.
Order Essential Now
FEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Core Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Performance Dashboard
Monthly Core Financial Analysis Report
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro
$5,500/month
For scaling companies who need deeper insight without the complexity.
Order Pro NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Premium Support
Support: 1 Business Day
Executive
$7,000/month
For companies that demand full financial clarity and hands-on support.
Order Enterprise NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Dedicated Account Management
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Monthly Comprehensive Fraud Risk Analysis
Additional Quarterly Financial Reports
Additional Annual Financial Report
Quarterly Financial PowerPoint Report
Premium Support
Support: 1 Business Day
Essential
$5,000/month
For companies building their financial foundation.
Order Essential Now
FEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Core Accounting Report
Data Management
Audit Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Performance Dashboard
Monthly Core Financial Analysis Report
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro
$7,000/month
For scaling companies who need deeper insight without the complexity.
Order Pro NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Custom Performance Financial Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Premium Support
Support: 1 Business Day
Executive
$10,000/month
For companies that demand full financial clarity and hands-on support.
Order Enterprise NowFEATURES
Accounting Services
Bookkeeping Services (No Limit)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Dedicated Account Management
Financial Analysis & Reporting
Custom Performance Financial Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Monthly Comprehensive Fraud Risk Analysis
Additional Quarterly Financial Reports
Additional Annual Financial Report
Quarterly Financial PowerPoint Report
Premium Support
Support: 1 Business Day
Essential
$7,500/month
For companies building their financial foundation.
Order Essential Now
FEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Core Accounting Report
Data Management
Audit Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Performance Dashboard
Monthly Core Financial Analysis Report
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro
$10,500/month
For scaling companies who need deeper insight without the complexity.
Order Pro NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Premium Support
Support: 1 Business Day
Executive
$13,500/month
For companies that demand full financial clarity and hands-on support.
Order Enterprise NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Dedicated Account Management
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Monthly Comprehensive Fraud Risk Analysis
Additional Quarterly Financial Reports
Additional Annual Financial Report
Quarterly Financial PowerPoint Report
Premium Support
Support: 1 Business Day
Essential
$10,000/month
Essential bookkeeping and core financial analysis solutions to enhance your company foundation.
Order Essential Now
FEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Core Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Performance Dashboard
Monthly Core Financial Analysis Report
Financial Health Summary
Premium Support
Support: 1 Business Day
Pro
$14,500/month
For scaling companies who need deeper insight without the complexity.
Order Pro NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Premium Support
Support: 1 Business Day
Executive
$13,000/month
For companies that demand full financial clarity and hands-on support.
Order Enterprise NowFEATURES
Accounting Services
Bookkeeping Services (Unlimited)
Smart Receipt Management
Monthly Comprehensive Accounting Report
Data Management
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Dedicated Account Management
Financial Analysis & Reporting
Custom Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Monthly Comprehensive Inventory Analysis
Monthly Comprehensive Financial Health Analysis
Strategic Financial Planning & Tracking
Monthly Comprehensive Fraud Risk Analysis
Additional Quarterly Financial Reports
Additional Annual Financial Report
Quarterly Financial PowerPoint Report
Premium Support
Support: 1 Business Day
Streamline Your Finances Accelerate Your Growth
Experience next-generation bookkeeping and financial analysis — powered by human expertise and AI precision.
A Unified System Designed for Clarity
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