Platinum Elite Package

$1,200/mo*

For small businesses, non-profits and churches with more activity, a desire for a more comprehensive and personalized picture of their finances each month, payroll needs, and numerous loans, credit cards, investment, and bank accounts.

• Design and manage the financial backbone of your business or organization so reports make sense and provide the most valuable information you need to make timely decisions

• Near real-time visibility into cash performance

• Verified cash and key account balances as part of month-end close, resulting in fewer surprises giving you confidence and peace of mind

• Decision-ready, value-packed management reports that are clear, concise, and consistent

• Clear visibility into pledge account balances so you know what to expect in upcoming months and previous period comparisons to allow you to make the most out of business seasonality fluctuations

• Financial coaching so your funding makes sense and you can make the decisions that impact your business or organization the most when it matters the most

• Timely budget vs. actual reporting (with applicable QBO subscription) so you understand where your business or organization is on track and where you need to focus your efforts to get it back in shape

• End-to-end payroll processing every cycle so employees are paid on time, taxes are handled, and your business or non-profit stays compliant (with applicable QBO or Gusto subscription)

• Design of up to two specialty reports tailored to your business or organizational goals that answer specific questions so you can see exactly what is driving results, giving you the confidence you need to make the clear, informed decisions that impact the success of your business or organization