The Perfect Plan for Your Growing Business

We know how hard it is to find financial support that truly gets your business. As women and underrepresented business owners, we face unique challenges—and we deserve bookkeeping that works WITH us, not against us. Our plans are designed around where you are right now, with the flexibility to grow alongside your dreams. Whether you're bootstrapping your first year, hitting your stride, or scaling beyond what you imagined possible, we're here to support your journey every step of the way.

Essential

Under $250K Gross Revenue

$444/mo

  • Custom Chart of Accounts

  • Weekly Classification of Transactions for up to 4 Bank/Credit Accounts

  • Monthly Submission of Unknown Transactions

  • Monthly Reconciliation

  • Dedicated Account Manager who is an owner of the company

  • Monthly Meetings with your Account Manager

  • Membership in the Financial Elevation Group

  • One 2-Hour CFO Strategy Session Each Year

Complete

$250K-$500K Gross Revenue

$666/mo

  • Custom Chart of Accounts

  • Weekly Classification of Transactions for up to 5 Bank/Credit Accounts

  • Monthly Submission of Unknown Transactions

  • Monthly Reconciliation

  • Dedicated Account Manager who is an owner of the company

  • Monthly Meetings with your Account Manager

  • Membership in the Financial Elevation Group

  • One 2-Hour CFO Strategy Session Each Year

Premium

$500K-$750K Gross Revenue

$1,111/mo

  • Custom Chart of Accounts

  • Weekly Classification of Transactions for up to 6 Bank/Credit Accounts

  • Monthly Submission of Unknown Transactions

  • Monthly Reconciliation

  • Dedicated Account Manager who is an owner of the company

  • Monthly Meetings with your Account Manager

  • Membership in the Financial Elevation Group

  • Two 2-Hour CFO Strategy Session Each Year