Service Packages

Services includes:

• Everything from the Thrive plan

• Fractional CFO services

  • Advanced accounting and support

  • Advanced reporting

  • 12-month financial plan

  • Strategic advice

Pricing:

• Starts at $3,500 per month

Requirements:

• QuickBooks Online Access

  • Sign in to QuickBooks Online as a primary admin

  • Select Settings ⚙, then select Manage users

  • Select the Accountants or Accounting firms tab

  • Enter your accountant’s email address, then select Invite

• If there is no QuickBooks Online set up, we will assist in getting you started

  • First-time users can save on a 12-month subscription with our exclusive discount

• Personal account transactions

  • If you conduct business transactions through personal accounts, provide those bank statements

  • Highlight all business-related transactions on these statement

• Assets

  • Copy of supporting documentation: invoices, receipts, or contracts related to the asset purchase

• Access to all bank accounts and POS accounts (example: PayPal, Venmo, etc.)

  • Preferably view-only access

  • If unavailable, secure platform storage provided

Please note: Work will not begin until all requirements are met.