The Summit package is designed for growing businesses that need more hands-on financial management, including help with invoices, vendor payments, and deeper financial reporting.
This package includes everything in Basecamp, plus the following services:
Accounts Payable Management
Entering vendor bills
Tracking payment due dates
Scheduling vendor payments
Accounts Receivable Management
Creating and sending invoices
Tracking incoming payments
Applying payments to customer accounts
Financial Planning & Reporting
Budget preparation
Budget vs actual analysis
Custom management reports
Class or department tracking (if applicable)
Additional Support
One monthly review call (30 minutes)
Priority email support
The Summit package is designed for growing businesses that need more hands-on financial management, including help with invoices, vendor payments, and deeper financial reporting.
This package includes everything in Basecamp, plus the following services:
Accounts Payable Management
Entering vendor bills
Tracking payment due dates
Scheduling vendor payments
Accounts Receivable Management
Creating and sending invoices
Tracking incoming payments
Applying payments to customer accounts
Financial Planning & Reporting
Budget preparation
Budget vs actual analysis
Custom management reports
Class or department tracking (if applicable)
Additional Support
One monthly review call (30 minutes)
Priority email support