Scale & Save

Designed for established small businesses or individuals pursuing financial growth.

• Everything in Essential, plus:

  • 6-month dedicated dashboard + monthly reports

  • Tailored business cash flow & revenue-tracking tools

  • Quarterly financial review call (1hr)

• Add-ons:

  • Extra monthly report: +$350

  • Business tax planning + consultation: +$750

  • AI-powered forecasting setup: +$1,000