See What’s Actually Driving Your Numbers

Everything in Bookkeeping Essentials, plus the reporting and insight to plan your next move.

Accrual-Basis Accounting

Choose cash or accrual — whichever fits how your business runs.

• Accrual and adjustment journal entries
• Custom reports built around your business

KPI Dashboards & Trend Analysis

A custom dashboard for the metrics that actually matter to you.

• Custom KPI dashboard for key performance metrics
• Revenue and expense variance and trend analysis

Strategic Monthly Consultation

A monthly conversation focused on growth, not just compliance.

• Monthly consultation tailored to your growth and optimization goals
• US-based daily (M–F) support