top of page
Growth Plan
Scope guidelines:
  • Up to 4 bank/credit card accounts
  • Up to 300 transactions/month
  • Revenue up to $1M/year
  • Optional payroll up to 5 employees in 1 State

Growth Plan

SKU: 364215375135191
$600.00Price
Quantity
Price Options
Growth Plan
For growing businesses that need tighter numbers
$600.00every month until canceled

    • Everything in Essentials, plus:

    • Weekly transaction imports & categorization

    • Accrual adjustments (if needed, e.g. key prepaids, deferrals)

    • Monthly AR/AP aging summaries (from your system/spreadsheets)

    • Customized dashboard of 3–5 KPIs (you define: revenue, gross margin, net profit, etc.)

    • Quarterly review call (30 minutes)

    • Email support (1–2 business day response)

    Ideal for: trades, contractors, small agencies, busy e-commerce stores, medical/dental offices, etc.

bottom of page