Professional Plan

*Starting at $650 /month

Includes everything in Essential, plus:

  • Monthly Profit & Loss and Balance Sheet reports

  • Monthly Cash flow monitoring

  • Revenue and income reconciliation

  • Accounts receivable coordination (no collections services)

  • Accounts payable preparation (no payment authorization)

  • 1099 preparation (January)

*Final pricing depends on monthly transaction volume and account complexity

Start Your Professional Plan Today!

Complete a brief intake and schedule your consultation to receive structured, professional financial support.