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Detailed reports, sales tax, owner equity tracking, K-1 support data, A/P & A/R oversight, quarterly reviews
Everything in Foundation, plus:
Custom KPI dashboards & monthly reporting
Cash flow forecasting
Sales tax & payroll integration support
Dedicated bookkeeper + bi-monthly strategy calls
Best For: Multi-member LLCs, small teams
Detailed reports, sales tax, owner equity tracking, K-1 support data, A/P & A/R oversight, quarterly reviews
Everything in Foundation, plus:
Custom KPI dashboards & monthly reporting
Cash flow forecasting
Sales tax & payroll integration support
Dedicated bookkeeper + bi-monthly strategy calls
Best For: Multi-member LLCs, small teams