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Full-service bookkeeping + advisory-level insights and planning. Perfect for business owners who want to focus on growth and delegate the details.
Includes:
Weekly Income and Expense Tracking - up to 500 transactions per month
Monthly Reconciliation - up to 5 bank/credit card accounts and 5 loans
Monthly Reports including P&L and Balance Sheet
Year-end CPA-ready financial package
Estimated Tax payment reminders
Unlimited email support + 1 monthly strategy call
Support for up to 3 connected apps (e.g., Gusto, Stripe, Shopify)
Full-service bookkeeping + advisory-level insights and planning. Perfect for business owners who want to focus on growth and delegate the details.
Includes:
Weekly Income and Expense Tracking - up to 500 transactions per month
Monthly Reconciliation - up to 5 bank/credit card accounts and 5 loans
Monthly Reports including P&L and Balance Sheet
Year-end CPA-ready financial package
Estimated Tax payment reminders
Unlimited email support + 1 monthly strategy call
Support for up to 3 connected apps (e.g., Gusto, Stripe, Shopify)