For established business or nonprofits needing financial guidance

Everything in Essential Care package, plus:

• Up to 6 accounts (bank/credit card/payment processors)
• Grant tracking or class/project tracking (ideal for nonprofits)
• Monthly KPI dashboard (custom to your goals)
• Invoicing OR bill pay (up to 20 per month)
• 60-minute monthly financial strategy call
• Liaison support for tax prep or audits

👉 Book a Free Consultation