Performance Package

The Performance Package gives growing businesses the clarity they need to make confident financial decisions. Beyond clean books, we provide actionable insights, cash flow visibility and custom reporting to keep your business on track.

Performance Package
Clarity every month so you can grow with confidence

What’s Included

  • Everything in Essentials plus:

  • Light AR and AP tracking

  • Quarterly performance insights summary report

  • Priority support

Additional Services Upon Request:

  • Accounting Software Setup

  • Quickbooks Catch-up and Clean-Up

  • Advisory/Consulting/Training Time

Laptop displaying analytics dashboard with graphs, charts, and data metrics on a reflective surface in a modern office setting.

Who It’s For

Business owners ready to move beyond basic bookkeeping and gain the data-driven insights they need for growth. Best for growing businesses from $100,000 to $500,000 in revenue or multiple accounts.

Ready for deeper financial visibility?

Schedule a Discovery Call