Our core packages
FOUNDATION PACKAGE
BOOKKEEPING
Best for:
Businesses that need clean, organized, and reliable financials
What’s included:
- Monthly bookkeeping
- Transaction categorization
- Bank & credit card reconciliation
- Accounts receivable/payable tracking
- Basic financial reporting
Outcome: Organized finances and peace of mind
VISIBILITY PACKAGE
FINANCIAL OVERSIGHT
Best for:
Businesses ready to understand their numbers and improve performance
What’s included:
Everything in Foundation, plus:
- Monthly financial statements
- Cash flow tracking
- Profitability insights
- Monthly reporting/review
Outcome: Clear visibility and confident decision-making
GROWTH PACKAGE
STRATEGIC SUPPORT
Best for:
Businesses focused on scaling and long-term planning
What’s included:
Everything in Visibility, plus:
- Budgeting & forecasting
- Scenario planning
- KPI tracking
- Strategic financial guidance
- Growth planning support
Outcome: A clear, structured path for growth
