You’ll love working with us if…

  • You're a service-based business owner ready to get organized and stay compliant

  • You want clean, consistent books that are tax-time ready year-round

  • You’re tired of DIY-ing your finances and want expert support

  • You’re focused on growth and want clear financial insight to back your decisions

  • You value proactive communication, transparency, and professionalism

Our Packages

Better Essentials

Perfect for solopreneurs & startups

A foundational package designed for new and smaller businesses with straightforward bookkeeping needs

Includes:

  • Categorization of income & expenses

  • Monthly bank & credit card reconciliations

  • Monthly financial reports (P&L, Balance Sheet)

  • Unlimited email support

  • Client portal access

  • CPA collaboration for tax season

**typically fewer than 100 transactions a month

Starting at $375/month

Better Signature

Built for growing businesses

Take control of your finances with strategic insight and additional support. Ideal for established businesses ready to elevate their financial systems.

Everything in Better Essentials, plus:

  • Annual 1099 preparation

  • Bi-annual financial strategy check-ins

  • 40% off additional advisory sessions

  • Customized financial dashboard (optional add-on)

Starting at $450/month

Better Elevated

Designed for scaling businesses ($250K+/yr)

CFO-level support and robust financial systems for business owners ready to grow with clarity, compliance, and strategic guidance.

Everything in Better Signature, plus:

  • Quarterly strategy + forecasting calls

  • Payroll processing (via Gusto, ADP, etc.)

  • Sales tax filing (state & local)

  • Cash flow tracking & forecasting

  • Dedicated Slack/email support

Starting at $750/month