Take a Closer Look

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Take a Closer Look 〰️

Tailored Packages

Zen Essentials

Monthly Price: $450+ per month, depending on the complexity of your business and number of transactions.

Features:

  • Quickbooks Set up (if needed)

  • Monthly categorization and reconciliation up to 100 transactions.

  • Accounts Payable/Receivable Tracking

  • Basic Profit and Loss Statement and Balance Sheet

  • Monthly Summary Report

  • Email Support (for financial inquiries)

Zen Growth

Monthly Price: $700+ per month, depending on the size and complexity of the business..

Features:

  • Enjoy everything in the Essential Package, plus:

  • Monthly Categorization and Reconcilation up to 250 transactions

  • Job Cost Analysis (construction clients)

  • Sales Analysis (e-commerce clients)

  • 1099 preparation for contractors

  • Quarterly Financial review and Advisory meetings to discuss financial health and opportunities

Zen Elite

Monthly Price: $1200+ per month, depending on the scope of services and the size of your business.

Features:

  • Enjoy everything in our Essential and Growth Packages, plus

  • Unlimited transactions and categorization and reconciliation

  • Comprehensive Financial Reporting, including customized reports

  • Monthly Financial Advisory Services and review meetings

  • Multi-Accounts Management

  • Tax-ready reports and collaboration with your CPA

  • Priority email and phone support