Platinum Pro

Description

A full financial operations package for established businesses. Includes everything from bookkeeping and payroll to forecasting, KPI dashboards, strategic advice, and cash flow management — like having a part-time CFO on your team.  Best for established companies ($750K-$2M+).

Includes

  • Everything included in Gold Package

  • Subscription to QuickBooks Online Essentials
  • Unlimited credit / bank accounts

Price Range

$999 - $1800 per month depending on services offered as well as number of transactions.

Add-Ons

  • Cash Flow Forecasting & Budgeting ($200)

  • KPI Dashboards & Business Insights ($200)

  • Strategic Advisory - Quarterly ($200)