Platinum Elite Package

$1,200/mo*

For businesses with more activity, a desire for a more comprehensive and personalized picture of their finances each month, payroll needs, and numerous loans, credit cards, and bank accounts.

• Design and manage the financial backbone of your company so business reports work for you, tax prep is cleaner and you file faster

• Near real-time visibility into cash performance

• Verified cash and key account balances as part of month-end close, resulting in fewer surprises giving you confidence and peace of mind

• Decision-ready, value-packed management reports that are clear, concise, and consistent

• Clear visibility into customer aging account balances taking the guesswork out of accounts receivables and allowing quicker follow-up so you collect your money faster

• Financial coaching so your money makes sense and you can make the decisions that impact your business the most when it matters the most

• Timely budget vs. actual reporting (with applicable QBO subscription) so you understand where your business is on track and where you need to focus your efforts to get it back in shape

• End-to-end payroll processing every cycle so employees are paid on time, taxes are handled, and your business stays compliant (with applicable QBO subscription)

• Design of up to two specialty report tailored to your business goals that answer specific questions so you can see exactly what is driving results, giving you the confidence you need to make the clear, informed decisions to build your business your way