Perfect for small businesses just getting started.

• Monthly transaction categorization

• Bank reconciliation (1 account)

• Basic monthly summary

• Email support

For businesses with consistent activity and expenses.

• Transaction categorization

• Bank + credit card reconciliation

• Monthly Profit & Loss report

• Support for receipts + vendor organization

• Monthly check-in (15 min

Ideal for growing businesses that need stronger reporting.

• 2–3 account reconciliations

• Monthly Profit & Loss + Balance Sheet

• Cleanup of miscategorized transactions

• Monthly bookkeeping review

• Priority support

For teams that need payroll tracking support.

• Bookkeeping + reconciliations

• Payroll journal entry support (using your payroll provider)

• Expense tracking + job costing support (if needed)

• Monthly reports

Behind on your books? We’ll get you back on track.

• Fix uncategorized transactions

• Reconcile past months

• Clean-up + reporting ready

• QuickBooks review included

Set up your QuickBooks the right way from day one.

• Chart of Accounts setup

• Products/Services setup

• Basic workflow recommendations

• Initial training (30 min)