Balance Package

$1,200.00 every month

For growing businesses with more activity, more complexity, or early-stage projects that need tighter financial oversight.

For growing businesses with more activity, more complexity, or early-stage projects that need tighter financial oversight.

Everything in the Clarity Package, plus:

  • Support for up to 4 bank/credit accounts

  • Class or location-level tracking (if used in QBO)

  • Up to 2 active job/project reports tracked monthly

  • Custom financial report setup

  • Support for contractor payments and 1099 tracking (filing fee applies)

  • Twice-monthly check-ins or questions via email/video chat

  • Priority response (within 1–2 business days)

  • Optional CPA coordination for tax alignment (if needed, additional fees apply)

*If your needs exceed this scope, we may recommend a higher tier package or provide a custom proposal to ensure full support of your business prior to onboarding.