Choosing the right plan depends on your company's specific financial needs and growth goals. Here’s a simple guide to help you make the best decision:
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‍Essential: Perfect for startups and businesses with straightforward finances, the Essential plan provides the core tools and insights you need to build a solid financial foundation. We handle your bookkeeping (unlimited), deliver key financial reports, core financial analysis, and give you real-time visibility into your financial health.
Pro: Gain a 360-degree view of your company's finances. Perfect for growing businesses, the Pro plan provides comprehensive analysis—unlimited bookkeeping, inventory, financial health, and detailed reporting—to unlock your growth potential. With a custom dashboard and dedicated support, you'll have the insights you need to scale efficiently.
‍Executive: Achieve unparalleled financial control and strategic insight. Designed for established enterprises, the Executive plan offers comprehensive financial management, including unlimited bookkeeping, electronic accounts payable, advanced reporting, detailed financial analysis, fraud risk analysis, and dedicated account management. Enjoy priority support and gain the strategic insights needed for continued success.

Yes, Lyquid Finance understands that business needs can evolve, so we offer the flexibility to upgrade or downgrade your plan at any time. If you find that your current plan no longer fits your requirements, contact our support team to adjust your plan accordingly. We’ll make the transition seamless to ensure continuity in your financial management.

Yes, our Pro and Enterprise Plan's includes a tax preparation summary for CPAs, providing all the necessary financial information in a structured format to make tax filing easier. This service ensures that your financial records are organized and compliant with tax regulations.

Lyquid Finance moves beyond traditional accounting. We fuse cutting-edge tech with expert financial strategy, delivering real-time, customizable insights traditional firms simply can't match. Expect proactive guidance that fuels rapid adaptation and strategic expansion.

Your financial reports should evolve with your business. We begin with a brief consultation to capture your essential metrics to add on top of our financial analysis. From there, your reports are built for complete flexibility. You have full control to adjust and refine them anytime, ensuring they always reflect your business's current needs. Experience unlimited flexibility to maximize financial clarity.

You can reach out to us via email or through your client dashboard. We aim to provide prompt and helpful assistance, ensuring that all your questions are answered, and any issues are resolved quickly.

We cater to a variety of small to medium-sized businesses across different industries. Whether you operate in retail, professional services, technology, or another field, our customizable financial solutions are designed to meet the unique needs of diverse business types. If you’re unsure whether our services are suitable for your industry, we’d be happy to discuss your specific needs during a consultation.

Our systems are built to ensure accuracy and transparency in financial reporting, minimizing any risk of non-compliance. Additionally, we continuously monitor regulatory changes and update our processes accordingly to ensure that your financial reports are always up-to-date and compliant with the latest standards.

At Lyquid Finance, the security of your financial data is paramount. We employ a multi-layered approach to safeguard your information. For payment processing, we leverage a PCI DSS Level 1 certified infrastructure, ensuring the highest standards of transaction security. Your sensitive documents and files are securely stored within an enterprise-grade platform. We utilize secure embed features to display your reports. Access to your client dashboard is protected by a secure authentication system, and we follow industry best practices for data handling within our web environment. With these combined measures, your financial data is protected by leading security technologies and protocols.

No, we operate on a month-to-month basis. There are no long-term commitments required, and you can cancel or change your package at any time. This flexibility allows you to use our services for as long as they provide value to your business without feeling locked into a contract.