Growth Business Bundle

Built for businesses that have moved beyond the basics and need more comprehensive financial support. The Growth Bundle includes everything in the Essential plan plus payroll processing, accounts receivable and payable management, and quarterly compliance filings. 

Monthly review sessions keep you closely connected to your financial performance. This bundle is ideal for businesses with employees, contractors, or growing complexity who want one trusted partner handling their entire financial back office rather than managing multiple service relationships.

Bookkeeping

• Monthly bookkeeping (up to ~150 transactions)
• Up to 2–3 accounts reconciled
• A/P & A/R tracking (light)
• Monthly financial reports + review notes
• Client communication (ongoing support)

Payroll

• Weekly or biweekly payroll
• Up to 10 employees
• Payroll tax filings + compliance
• PTO tracking
• New hire setup

💰 Pricing:
👉 $550 – $850/month