Gold Plan

Our Gold plan is all about giving you real-time insight into your company. Whether you choose our 3-year financial forecast or cashflow management option (see “Pick 1” below), we will help you plan and prepare for the future so that you can make wise and informed decisions that help you accomplish your goals. Another key aspect of this plan is tracking custom metrics that are critical to your organization’s success and reviewing these with you on a monthly basis.

Client dashboard for centralized & secure communication & collaboration

Paperless expense and receipt processing

Secure & streamlined electronic payment of your vendors, contractors, & employees

Timely and accurate month-end reports

Tax-ready financials at year-end

Prompt & courteous support from QuickBooks ProAdvisors

Coaching on how to gain greater insight into your financial information

Advanced dynamic reports with up to 10 monitored metrics and KPIs determined, tracked and interpreted.

Monthly video explanation and Q&A about financial reports

Books brought up to date weekly for real-time visibility

Pick 1:

– Cashflow management including a 6-week rolling forecast so that you always know the future impact of financial decisions

– A 3-year rolling forecast of your financial statements including actual versus forecast reporting.

Monthly virtual meeting with a business coach


Real-time Bookkeeping + Forecasting

starting at


per month

by the 10th of the month

Monthly rate above does not include initial setup and consultation. These services are quoted separately upon completion of discovery process. 1099s are billed separately as an annual service.

Request a quote

Which of our three plans are you most interested in?


Theo Gilbert-Jamison, Chief Executive Officer of Performance Solutions by Design

“Your team is so incredible! You are very professional, very accurate in your work, and always proactive in helping your clients be better.”

Mike Lauter, operations director of First Presbyterian Church of Douglasville

“Having SBS help us transition to the cloud has been tremendous. It has also been a savings in cost. They have also helped us significantly reduce our paper usage.”

Kevin Caiaccio, owner of The Caiaccio Law Firm, LLC

“We handle a lot of client’s money – sometimes tens of millions of dollars. Knowing that you are accounting for it on a weekly basis helps me sleep at night.”

Roy Smith, owner of RA Asphalt

“When you guys first came, I was overwhelmed administratively. Things were chaotic. You guys came in with a game plan. It was a breath of fresh air.”

Let us help you transform your business and simplify your accounting.