At a glance
- Up to 4 accounts
- Max 100 transactions/mo
- Monthly financials, sales tax, payroll
What’s included
- Monthly transaction categorization and reconciliation, up to 100 transactions/mo
- Up to 4 bank/credit accounts reconciled monthly
- Monthly financial statements
- Monthly sales tax filing included
- Payroll processing included
- Direct access to your bookkeeper
Who this fits
Businesses with employees and enough volume that bookkeeping, taxes, and payroll need to move in sync.
Working with us
- Free consultation to review payroll, accounts, and volume
- Onboarding call to connect feeds, payroll, and filing jurisdictions
- Monthly close covering reconciliation, financials, sales tax, and payroll together
- Direct access to your bookkeeper for questions between cycles