Foundation
Perfect for Small Businesses Starting Out or Looking to Get Organized
This plan is designed for businesses that need essential accounting support to ensure their financials are in order and provide a strong foundation for growth.
$700/month
MONTHLY CLOSE BY THE 25TH
Monthly Financial Insights
Growth-Driven Tax Preparation
Payroll Made Easy
Why Choose This Plan?
With the Foundation Plan, you’ll receive the core accounting services you need to keep your books clean and organized.
We help you stay on top of your bookkeeping, manage expenses, and track cash flow so you can focus on building your business. It's the perfect starting point to ensure your financials are accurate and compliant.
Ascend
Perfect for Growing Businesses Ready to Scale
This plan is designed for businesses
experiencing growth, and looking for more comprehensive accounting oversight to keep pace with their expanding needs.
$1350/month
MONTHLY CLOSE BY THE 25TH
Everything in our Foundation Plan
Weekly Financial Tune-Ups
Spending Optimization Oversight
Weekly Cash Flow Insights.
Why Choose This Plan?
The Ascend Plan gives you the tools to take your business to the next level. With weekly financial updates, bill management, and advanced cash flow insights, you’ll have the clarity and control needed to scale efficiently.
Our team ensures your accounting stays on track as your business grows, so you can focus on bigger opportunities.
Summit
Perfect for Established Businesses Needing Full-Service Accounting and Strategic Financial Guidance
This plan is designed for businesses that require advanced accounting services, ongoing financial strategy, and proactive management to stay competitive and maximize profitability.
$2050/month
WEEKLY OUTSOURCED BILL MANAGEMENT AND COLLECTION OVERSIGHT
Everything from Launch & Scale, PLUS
Weekly Bill Management
Track Payments and Reduce Unpaid Invoices
Implement Company Wide KPI's
Why Choose This Plan?
With the Summit Plan, you get a dedicated team managing every aspect of your accounting, from accounts receivable and payables to strategic planning.
We provide deep financial insights, help you make data-driven decisions, and ensure your business is always on a solid financial footing. This plan is built for businesses that are ready to elevate their financial operations and stay ahead of the competition.
You’ll receive a comprehensive financial analysis, a detailed tax risk assessment, and a personalized strategy session with James C. Yochum, CPA—a seasoned expert with over a decade of experience in corporate accounting, audits, and tax consulting. This session will give you clear, actionable steps to optimize your financial future.