Starting at $500 per month

Categorize all expense and revenue transactions. (Up to 100 transactions for all accounts)

Retrieve bank/credit card/loan statements and payroll reports.

Reconcile ALL Accounts

Make monthly adjusting journal entries

Provide Quarterly Financial Reports (Profit & Loss and Balance Sheet)

Receipt Management

Process vendor invoices up to 50 per month.

Prepare customer invoices up to 50 per month.

Unlimited access to the team via e-mail with a response within 72 hours.

Collaboration with you and your CPA/tax professional.

Quarterly review call.

Starting at $750 per month

Categorize all expense and revenue transactions. (Up to 200 transactions for all accounts)

Retrieve bank/credit card/loan statements and payroll reports.

Reconcile ALL Accounts

Make monthly adjusting journal entries

Provide Monthly Financial Reports (Profit & Loss and Balance Sheet)

Receipt Management

Process vendor invoices up to 100 per month

Prepare customer invoices up to 100 per month.

Unlimited access to the team during business hours via e-mail, text or call with response within 48 hours.

Collaboration with you and your CPA/tax professional.

Monthly review call.

Starting at $1000 per month

Categorize all expense and revenue transactions. (Up to 300 transactions for all accounts)

Retrieve bank/credit card/loan statements and payroll reports.

Reconcile ALL Accounts

Make monthly adjusting journal entries

Provide Monthly Financial Reports (Profit & Loss and Balance Sheet)

Receipt Management

Process vendor invoices up to 150 per month

Process customer invoices up to 150 per month

Unlimited access to the team during business hours via e-mail, text or call with response within 24 hours.

Collaboration with you and your CPA/tax professional.

Monthly review call.