The Small Business Pro

Is This Plan Right for You?

Built for Established Small Businesses

The Small Business Pro is our most popular plan for a reason. It's designed for business owners running real operations — LLCs, S-Corps, and C-Corps with employees, contractors, and genuine financial complexity. You need more than basic bookkeeping: you need expert eyes on your books every month and real-time visibility into every dimension of your business finances.

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LLC & S-Corp Owners

Business owners with a formal structure, payroll, contractor payments, and multiple accounts who need airtight books for tax purposes and business decision-making.

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Service Businesses with Teams

Agencies, law firms, medical practices, construction companies, and other service businesses managing employees, vendors, and complex accounts payable and receivable.

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Product & E-Commerce Businesses

Online retailers, wholesalers, and product-based businesses with inventory costs, multiple sales channels, and high transaction volume that need professional monthly reconciliation.

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Contractors & Trades

HVAC, plumbing, electrical, and other trade businesses tracking job costs, equipment purchases, subcontractor payments, and ongoing operational expenses across projects.

Everything Included

What You Get Every Month

Full Suite Financial Reporting

Real-time access to all financial statements — Income Statement, Balance Sheet, Cash Flow, and Actual vs. Budget tracking — available anytime through our secure mobile app.

Unlimited Account Reconciliation

We manage every business bank account, credit card, and loan account you have. No limits, no exceptions. Every account is synced, reconciled, and balanced monthly.

Accounts Payable & Receivable Tracking

Basic tracking of unpaid bills and open invoices within QuickBooks — so you always know what you owe and what you're owed, with no surprises to your cash flow.

Monthly Expert Document Review

Each month, our team reviews all documents submitted through your portal to verify categorization, flag discrepancies, and ensure 100% accuracy in your books before close.