Services that Make Sense

Sprout

For the solo business owner who's ready to stop dreading tax time and actually trust their numbers.

• Transaction categorization & coding (up to 150 transactions/mo)

• Receipt matching — every transaction documented and coded correctly

• Monthly bank & credit card reconciliation (up to 2 accounts)

• Monthly P&L, Balance Sheet & Cash Flow Statement

• CPA-ready books delivered every month

• Monthly 30-minute Google Meet — we walk through your numbers together

• Quarterly deep-dive session — trends, year-to-date review, and what's coming

• Email support (48-hour response)

Bloom

Our most popular plan. For the growing business owner who wants a real financial partner, not just a bookkeeper.

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• Everything in Sprout, plus:

• Up to 300 transactions/mo

• Up to 4 bank & credit card accounts

• Full A/R management — invoice creation, sending & tracking

• Full A/P management — bill entry, coding & payment tracking (client executes all payments)

• Budget vs. Actual reporting — see how you're tracking against your plan

• Fixed asset tracking — recorded and maintained, depreciation posted per your CPA

• Direct CPA coordination on your behalf

• Bi-weekly 30-minute Google Meet

• Email support (24-hour response)

Flourish

For the business owner juggling a lot. We handle everything financial so you can focus on the magic only you can do.

• Everything in Bloom, plus:

• Up to 300 transactions/mo

• Up to 8 bank & credit card accounts

• Class & location tracking in QBO for segmented reporting

• Financial preparation for loans & business plans

• Cost reduction analysis — a fresh set of eyes on where your money is going

• Break-even analysis

• Weekly 45-minute Google Meet

• Priority email response

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Note: QBO Projects requires a QuickBooks Online Plus or Advanced subscription.