Pro


Built for scaling businesses that need more than just clean books. You're past the startup phase. Revenue is growing, expenses are increasing, and the decisions you make now actually matter. You need more than a bookkeeper. You need a complete finance function. That's exactly what Pro delivers.

Pro Level Clarity With Confidence

KPI Performance Snapshot

A clear monthly overview of yourkey business metrics — so you canspot trends early and make smarterdecisions before small issues becomebig problems.

Full-Service Bookkeeping

We keep your books clean, current, and audit-ready every single month — no matter how many transactions you run. You focus on the business. We handle the books.

Monthly Standard Financial Reporting

Get clear profit & loss, cash flow, andbalance sheet reports delivered by the10th of every month. Built for visibility, clarity, and smarter decision-making.

Year-End Package for Your Tax Preparer

Your financials are organized, accurate, and fully prepared for tax season — every year without fail. No scrambling. No last-minute chaos. Just clean numbers ready to go.

Bank & Credit Card Reconciliation

Every account. Every transaction. Reconciled monthly so your numbers are always accurate and nothing slips through the cracks.

Receipt Tracking & Categorization

All receipts captured, categorized,and reconciled monthly so everyexpense is accounted for andnothing gets missed at tax time.

Premium Support Included


1 business day response time. Dedicated client portal access. Your books are handled. Your questions are answered. Your finances are clear. Every single month.


More Than Bookkeeping This Is Pro

Every single month you receive a complete financial analysis — turning your raw numbers into clear, actionable insightso you understand exactly what's happeningin your business and what to do about it.



Budget Analysis

Planned vs. actual. Every month. Pinpoint exactly where you're off track and adjust before small variances become serious problems.

Profit & Revenue Analysis

Understand exactly what's driving revenue and where your margins are leaking. See your top performers and every opportunity to improve profitability.

Cost & Expense Analysis

Every dollar categorized and tracked. Identify unnecessary costs, spot inefficiencies, and reduce spending in areas that don't drive growth.

Cash Flow Analysis

Know precisely where cash comes from, where it goes, and how much runway you have — so you're never caught off guard by a slow month or unexpected expense.

Performance Trend Analysis

See how your business is performing overtime — not just this month. Identify patterns, track progress, and make smarter long-term decisions.

Profit Margin Analysis

Track gross, net, EBITDA, and EBIT margins across a rolling 12-month window. Know exactly how much you're keeping from every dollar earned — and whether that number is trending up or down.

Income Growth Tracking

See your month-over-month revenue growth rate, cumulative income vs. prior year, and quarter-over-quarter performance. Spot momentum shifts early so you can double down on what's working.

Performance Dashboard Anytime



Access 24/7

Your financial data is always live and always available — so you're never waiting on a report to make an important decision.

Up-to-Date Financials

Your dashboard stays current as your books are updated — so you're always looking at the latest picture, not last month's numbers.

Pricing

Powerful features.
seamless experience.

One flat monthly rate. No hourly billing. No surprise invoices. No long-term contracts. Ever.

Pro Plan

For companies that need clarity, structure, and financial insight to grow with confidence.

Starting at

$1,597/Month

$58.00

$39.00/Month

Full service bookkeeping

Monthly statements & reports by the 10th

Year-end package for your tax preparer

Bank & credit card reconciliation

Receipt Tracking

Sales tax tracking & reporting

Monthly P&L statement

Monthly cash flow statement

Monthly balance sheet

Financial Dashboard

Monthly comprehensive financial report

Executive summary with key takeaways

KPI Overview

Performance trend analysis

Budget vs actual analysis

Profit margin analysis

Profitability & expense analysis

Income growth tracking

Cash flow performance analysis

Support: 1 business day

Dedicated client portal access







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