Foundation
$595/ month
For new and early‑stage San Francisco businesses.
Independent operators and early‑stage SF owners who need clean books, current reporting, and direct access from day one.
Included
- Monthly cloud bookkeeping
- QuickBooks Online setup & support
- Monthly P&L and balance sheet
- Owner‑facing monthly read
- Bank & credit card reconciliations
- Direct email access to Vanessa
Not included
- — Quarterly advisory calls
- — Payroll services
- — Multi‑entity work
Most SF clientsVisibility
$1,250/ month
For established SF businesses ready for real reporting.
Owner‑operated SF businesses that want monthly bookkeeping, real reporting, payroll handled, and a quarterly working session.
Included
- Everything in Foundation
- Monthly financial reporting package
- Margin & profitability trend reporting
- Quarterly business review meeting
- Cash flow guidance & forecasting
- Payroll services included
- 1099 preparation & filing
- Direct phone access to Vanessa
Not included
- — Multi‑entity consolidation
Advisory
From $2,400/ month
For growing SF companies that want it all handled.
Growing San Francisco companies with team, complexity, or multiple entities who want a true outsourced finance partner.
Included
- Everything in Visibility
- Multi‑entity bookkeeping
- Monthly advisory calls
- Custom KPI & financial dashboards
- Hiring, growth & lease decision support
- Coordination with attorneys & tax
- Annual long‑term planning session
- Priority response & turnaround