An operations team reviewing work around a studio table

Package · Pricing

Complete Books

Essentials plus your bills, payments, invoicing and collections handled for you.

Starting at · Up to 100 transactions$2,450a month

What it covers

Essentials + follow-up on up to 50 missing receipts and bills (automated reminders plus human follow-up), 40 bills processed with approval routing, 4 payment batches (up to 40 payments), 25 invoices prepared and delivered, 40 customer payments applied and follow-up on 15 overdue accounts per month.

Not included

The reporting suite and quarterly CFO meeting (Reporting & Strategy add-on), cash forecasting, payroll and HR, IT, tax returns and historical cleanup.

The saving

$325 less than buying the parts one by one, 12% off at up to 100 transactions a month.

What’s Inside. 7 services.

One Package. Priced By Volume.

* A transaction is a bank or card line a person reviews. Lines your bank rules clear on their own don’t count. Each level includes 3, 5 or 8 bank and card accounts. We count from your bank feeds each month and talk with you before anything changes.

The Four Packages

Every service and price

YOU DIDN’T COME THIS FAR TO STAND STILL.

What’s
next?

Bring us the plan, the moving parts,
and the question you haven’t found
the right person to ask.

Email us937.591.1828