Momentum $625/Month

For growing businesses ready for deeper insights and consistent guidance.

Bookkeeping for up to 4 accounts

Bi-weekly bank reconciliation reviews

Monthly KPI dashboard or cash flow snapshot

Monthly 30-min strategy call

Accounts receivable/payable tracking

Quarterly tax estimate support

Quarterly financial review meeting

Payroll support (up to 5 employees; processing not included)

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Foundation
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Visionary