Foundation
For early-stage and emerging businesses.
Entrepreneurs and early-stage owners who need organized books, clear reporting, and a real operational point of contact from day one.
Included
- Monthly cloud accounting
- Cloud accounting setup & support
- Monthly P&L and balance sheet
- Annual coordination of business return
- Secure cloud client portal
- Email access to your advisor year-round
Not included
- — Quarterly advisory reviews
- — Payroll services
- — Multi-entity oversight