top of page
Customized accounting services for small businesses.
BASIC

$300/mo ($100 setup fee)

Up to 100 transactions

Expense Coding

Receipt Management

Financial Account Reconciliations

Ongoing Support

Cash-Based Accounting

Quarterly Financial Updates

Semi-Annual CFO Review Call

Dashboard Reporting

PREMIUM

$700/mo ($300 setup fee)

Up to 250 transactions

Expense Coding

Receipt Management

Financial Account Reconciliations

Ongoing Support

Cash-Based Accounting

Monthly Financial Updates

Quarterly CFO Review Call

Dashboard Reporting

Online Invoicing

CFO SERVICES

Contact for pricing

Up to 500 transactions

Expense Coding

Receipt Management

Financial Account Reconciliations

Ongoing Support

Accrual or Cash-Based Accounting

Weekly Financial Updates

Monthly CFO Review Call

Dashboard Reporting

Online Invoicing

Online Bill Payment

Annual Budget Setup

Mid-Year Budget Update

©2025 Katie Zitt 

bottom of page