Service Packages

Compliance Package $500/mo

Ideal for start-ups or small businesses who need basic compliance and bookkeeping support.

Includes:

  • Bookkeeping

  • Accounts Receivable/Payable Training

  • Sales and Excise Tax Filing

  • Quarterly Unassured Finance Statements

  • Client Portal Access and implementation

Package value savings of $50/month

Growth Package $1,000/mo

Ideal for growing businesses who are ready to expand their financial and operational management.

Includes:

  • Bookkeeping

  • Sales and Excise Tax Filing

  • Monthly Unassured Finance Statements

  • Payroll & HR Management; Gusto Platform Fees Not Included

  • Detailed AP Management and Reporting

  • Client Portal Access and Implementation

Package value savings of $100/mo

Premier Package $3,750+/mo

Ideal for established businesses such as dispensaries, processors and cultivators who are seeking full compliance and advanced advisory services.

Includes:

  • Bookkeeping

  • Sales and Excise Tax Filing

  • Monthly Unassured Finance Statements

  • Payroll & HR Management; Gusto Platform Fees Included*

  • Detailed AP Management and Reporting

  • Client Portal Access and Implementation

Additional Features:

  • Full Compliance Management

  • 1:1 Advisory Sessions

  • Custom Templates, Policies and Procedures

  • Advanced Financial Forecasting

Package value savings of $750/mo