
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.
Under $250K Gross Revenue
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
$250K-$500K Gross Revenue
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
$500K-$750K Gross Revenue
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