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Choose your plan
Essentials Plan (Foundation Tier)
425$Every monthCovers the core financial and bookkeeping needs.- Monthly bookkeeping and reconciliations
- Basic financial reports (P&L, balance sheet)
- Tax-ready financials
Growth Plan (Expansion Tier)
749$Every monthAdds strategic financial planning to support business growth.- Everything in Essentials
- Cash flow management
- Budgeting and forecasting
- Financial health insights and recommendations
- Two Financial Reviews Annually
CFO Plan (Executive Tier)
1,099$Every monthFull-spectrum CFO services for strategic decision-making.- Everything in Growth
- Strategic financial planning and analysis
- KPI development and tracking
- Quarterly financial reviews
- Dedicated CFO advisory support
Claude Dashboard Member
29$Every monthUnlock full access to the Claude Learning Dashboard — your step-by-step guide to using Claude for Digital Marketing, Customer Service, Email, QuickBooks, and LinkedIn & Social Media.- Full access to Claude Learning Dashboard
- Guided prompt builder for 5 business areas
- Copy-ready example prompts
- Step-by-step tutorials for each use case
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