Advanced Accounting Plan

For growing businesses that want deeper insights and expert support.

Pricing Range:

• $700 – $1,200/month
  (Based on volume of transactions, # of accounts, and business complexity)

Includes everything in Essential Plan, plus:

• Payroll processing coordination

• Quarterly financial statement review with commentary

• Budgeting & cash flow management support

• Tax preparation support & organization

• Software setup and training (QuickBooks, Sage, etc.)

• Custom financial reports tailored to your business

• Add-on available: QuickBooks setup, historical cleanup ($1,000–$2,500 one-time)