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Service Packages
Each client receives tailored, flexible pricing.
All packages are powered by QuickBooks Online.

FOUNDATION
Essential for Freelancers, Startups, Solo Entrepreneurs
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Transaction Categorization
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Reconciliations
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Monthly P&L and Balance Sheet
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1099
GROWTH
Essential for Rapidly Growing Businesses
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Everything in Foundation
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Accounts Receivable & Payable Tracking
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Budget Creation and Analysis
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Monthly Financial Review Call
SCALE
Fractional CFO service for Established Businesses
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Everything in Growth
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Financial Statement Analysis
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Custom KPI Reporting
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Monthly Strategy Call
Get Started by Calling 301-244-9821 for a customized quote and free consultation.
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