Solopreneurs and newly launched or small businesses with simple, low-volume financial activity.

Starting at $297/month

• Up to 75 transactions per month

• Up to 2 bank/credit card accounts

• Monthly transactions categorization

• Bank & Credit card reconciliation

• Profit & Loss statement

• Balance sheet

• Monthly financial package

• Email support

• Bilingual support available

Ideal for: Solopreneurs and newly launched businesses with simple financial activity.

Established small businesses with growing transaction volume. ‍

‍Starting at $497/month

• Up to 200 transactions categorized and coded per month

• Up to 3 bank / credit card accounts reconciled

• Monthly Profit & Loss Statement

• Monthly Balance Sheet

• Monthly Cash Flow Statement

• Accounts Payable & Accounts Receivable tracking

• Monthly 30-minute financial review call

• Email and phone support

• 1099 tracking and preparation support (year-end)

• Monthly financial package delivered by the 15th of the following month via QuickBooks Online

Ideal for : Established small businesses with growing transaction volume.

Growing businesses with higher transaction volume and complex needs.

Starting at $797/month

• Up to 400 transactions categorized and coded per month

• Up to 5 bank / credit card accounts reconciled

• Monthly Profit & Loss Statement

• Monthly Balance Sheet

• Monthly Cash Flow Statement

• Accounts Payable & Accounts Receivable management

• Budget vs. Actual variance reporting

• Monthly 60-minute financial review call

• Priority email and phone support

• 1099 preparation support (year-end)

• Monthly financial package delivered by the 15th of the following month via QuickBooks Online

Ideal for: Growing businesses with higher transaction volume and complex needs

• Catch-Up Bookkeeping

• QuickBooks Setup Assistance

• Financial Organization Support

• Invoice & Billing Management

• Spreadsheet Organization

• Financial Reconciliation

• Administrative Financial Support