At a glance
- Up to 2 accounts
- Max 50 transactions/mo
- Includes sales tax filing
What’s included
- Monthly transaction categorization and reconciliation, up to 50 transactions/mo
- Up to 2 bank/credit accounts reconciled monthly
- Monthly sales tax filing included
- Chart of accounts maintenance
- Direct access to your bookkeeper
Who this fits
Growing businesses with regular monthly activity that collect and remit sales tax.
Working with us
- Free consultation to review your accounts and sales tax obligations
- Onboarding call to connect bank feeds and confirm filing jurisdictions
- Monthly reconciliation and sales tax filing each month, when records are provided on schedule
- Direct access to your bookkeeper between filings