Service Packages
"The Essentials” Package
“Growth & Clarity” Package
“Growth & Clarity” Package
Best for Startups & Sole Proprietors
This package features:
- Bank & credit card reconciliation (up to 2 accounts)
- Transactions up to 75 per month
- Monthly Reconciliations
- Monthly Financial Reports
- Email & Phone Support
“Growth & Clarity” Package
“Growth & Clarity” Package
“Growth & Clarity” Package
Our Most Popular Package, Best for Growing Businesses
This package features:
- Bank & credit card reconciliation (up to 4 accounts)
- Transactions up to 150 per month
- Monthly Reconciliations
- Monthly Financial Reports
- Email & Phone Support
- Accounts Payable (Up to 15 bills per month)
- Accounts Receivable Up to 15 invoices per month)
- Coordination with your CPA/Tax Preparer
“Strategic Partner” Package
“Growth & Clarity” Package
“Strategic Partner” Package
Best for Established Business with Complex Needs
This package features:
- Bank & credit card reconciliation (up to 6 accounts)
- Transactions up to 300 per month
- Monthly Reconciliations
- Monthly Financial Reports
- Priority Email & Phone Support
- Accounts Payable (Up to 30 bills per month)
- Accounts Receivable Up to 30 invoices per month)
- Coordination with your CPA/Tax Preparer
- Custom Reporting