Pricing & Plans

Financial clarity at every stage of your business — from clean books to strategic growth.

Starter

For businesses that need clean, compliant books.

Starting at

$750/quarterly

billed quarterly

What do you get:

Bookkeeping and compliance

Project-based financial clean-up

Growth

For businesses ready for a system and ongoing support.

Starting at

$750

/mo

billed monthly

What do you get:

Foundational system integration

Monthly bookkeeping and reporting

Monthly financial analysis

Quarterly advisory access

MOST POPULAR

Plus

For businesses ready to leverage expert guidance to grow.

Starting at

$1250/mo

billed monthly

What do you get:

Everything in Growth

Monthly advisory sessions

Dedicated Slack access

Starter

For businesses that need clean, compliant books.

Starting at

$750/quarterly

billed quarterly

What do you get:

Bookkeeping and compliance

Project-based financial clean-up

Growth

For businesses ready for a system and ongoing support.

Starting at

$750

/mo

billed monthly

What do you get:

Foundational system integration

Monthly bookkeeping and reporting

Monthly financial analysis

Quarterly advisory access

MOST POPULAR

Plus

For businesses ready to leverage expert guidance to grow.

Starting at

$1250/mo

billed monthly

What do you get:

Everything in Growth

Monthly advisory sessions

Dedicated Slack access

Starter

For businesses that need clean, compliant books.

Starting at

$750/quarterly

billed quarterly

What do you get:

Bookkeeping and compliance

Project-based financial clean-up

Growth

For businesses ready for a system and ongoing support.

Starting at

$750

/mo

billed monthly

What do you get:

Foundational system integration

Monthly bookkeeping and reporting

Monthly financial analysis

Quarterly advisory access

MOST POPULAR

Plus

For businesses ready to leverage expert guidance to grow.

Starting at

$1250/mo

billed monthly

What do you get:

Everything in Growth

Monthly advisory sessions

Dedicated Slack access

Compare Our Plans

Plan Features

Starter

Growth

Plus

Bookkeeping

Quarterly

Monthly

Monthly

Compliance & Tax Readiness

P&L Statement

Balance Sheet

Cash Flow Statement

Custom KPI Dashboard

Financial Analysis & Insights

Quarterly

Monthly

Relay Banking Setup

Ramp Bill Pay (AP)

Add-on*

Add-on*

Ramp Credit Card

Implementation & Onboarding

Included

Included

Advisory Meetings

Quarterly

Monthly

Strategic Planning

Add-on**

Add-on**

Operational Efficiency Support

Add-on**

Add-on**

Client Portal Access

Portal Q&A Support

Slack Access

Plan Features

Starter

Bookkeeping

Quarterly

Compliance & Tax Readiness

P&L Statement

Balance Sheet

Cash Flow Statement

Custom KPI Dashboard

Financial Analysis & Insights

Relay Banking Setup

Ramp Bill Pay (AP)

Ramp Credit Card

Implementation & Onboarding

Advisory Meetings

Strategic Planning

Operational Efficiency Support

Client Portal Access

Portal Q&A Support

Slack Access

Plan Features

Growth Plan

Task Management

Unlimited

Team Collaboration

Advanced

Mobile App Access

Calendar & Scheduling

20

Analytics & Reporting

Advanced

Integrations

Third-Party Apps

50GB

File Sharing & Storage

Advanced

Accounting Tools

Advanced

CRM Integration

Automation & AI

Workflow Automation

50

AI-Powered Insights

Customer Support

Basic

Uptime SLA

Full

Plan Features

Starter Plan

Task Management

Unlimited

Team Collaboration

Custom

Mobile App Access

Calendar & Scheduling

Unlimited

Analytics & Reporting

Custom

Integrations

Third-Party Apps

Unlimited

File Sharing & Storage

Custom

Accounting Tools

Custom

CRM Integration

Automation & AI

Workflow Automation

Unlimited

AI-Powered Insights

Customer Support

Advanced

Uptime SLA

Full

Plan Features

Starter

Growth

Plus

Bookkeeping

Quarterly

Monthly

Monthly

Compliance & Tax Readiness

P&L Statement

Balance Sheet

Cash Flow Statement

Custom KPI Dashboard

Financial Analysis & Insights

Quarterly

Monthly

Relay Banking Setup

Ramp Bill Pay (AP)

Add-on*

Add-on*

Ramp Credit Card

Implementation & Onboarding

Included

Included

Advisory Meetings

Quarterly

Monthly

Strategic Planning

Add-on**

Add-on**

Operational Efficiency Support

Add-on**

Add-on**

Client Portal Access

Portal Q&A Support

Slack Access

* Ramp Bill Pay (AP) is available as an add-on service for Growth and Plus clients, billed separately.

** Strategic planning and operational efficiency support are available as add-on services for Growth clients, billed separately. These services are included in all Plus plans.

All Growth and Plus plans include full implementation and onboarding — Relay banking and system integration — at no additional cost. Starter plans are billed quarterly. Growth and Plus plans are billed monthly. Pricing shown reflects starting rates; custom pricing is available based on business size and complexity.

How it works

Craft a respectful customer journey

Streamline Your Sales Process

From initial onboarding to re engaging inactive users automate every step with Sales management

1. Connect Your CRM

Add Salix

2. Customize Your Pipeline

Add to Waiting list

Generate sales report

Import Data

3. Start Closing Deals

No Credit Card Required

Welcome to Salix

Thanks.. for using Salix. Lets jump to make some profit

About Salix

Used in basket weaving, traditional medicine.

Salix Pharmaceuticals

Specializes in gastrointestinal (GI) health products.

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Ready to Build Your Foundation?

Book a call and let's see where you are — and where you want to go.

Image

Ready to Build Your Foundation?

Book a call and let's see where you are — and where you want to go.

Image

Ready to Build Your Foundation?

Book a call and let's see where you are — and where you want to go.

Helping businesses build to last — starting with finance.

© 2025 Watase Diversified Services | WDS. All rights reserved.

Helping businesses build to last — starting with finance.

© 2025 Watase Diversified Services | WDS. All rights reserved.

Helping businesses build to last — starting with finance.

© 2025 Watase Diversified Services | WDS. All rights reserved.