Advantage Plan

Streamline your finances with our Advantage Plan: monthly bookkeeping, financial reports, payroll support, tax preparation, and budgeting, all in one comprehensive package.

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• Monthly bookkeeping & reconciliations

• Financial reporting package (P&L, BS, Cash Flow)

• Payroll processing & compliance support

• Clean-up/catch-up included during onboarding

• Sales tax preparation & filing

• Annual business tax prep + filing

• Accounts payable & receivable management

• Budgeting + cash flow forecasting

• Dedicated Senior Accountant oversight

• Unlimited support & advisory check-ins