• Everything in Pro, plus:
• Unlimited transactions
• Payroll processing (20+ employees or contractors)
• Cash flow forecasting & budgeting
• Strategic tax planning support (in collaboration with CPA)
• Entity structure advisory (LLC, S-Corp, Holding Co.)
• Priority support (phone, text, email)
• Monthly CFO-level strategy session (90 minutes)
• Everything in Pro, plus:
• Unlimited transactions
• Payroll processing (20+ employees or contractors)
• Cash flow forecasting & budgeting
• Strategic tax planning support (in collaboration with CPA)
• Entity structure advisory (LLC, S-Corp, Holding Co.)
• Priority support (phone, text, email)
• Monthly CFO-level strategy session (90 minutes)