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