Foundation
For early-stage businesses ready to operate cleanly.
Founders and early-stage operators who need clean cloud accounting, organized reporting, and an experienced voice from day one.
Included
- Cloud accounting stack setup
- Monthly bookkeeping & close
- Monthly financial statements
- Cash flow snapshot
- 1099 preparation & filing
- Email access to your advisor
Not included
- — Quarterly advisory calls
- — Custom KPI dashboards
- — Multi-entity reporting
