At a glance
- 5–7 accounts
- Max 200 transactions/mo
- Financials, sales tax filings, payroll
What’s included
- Monthly transaction categorization and reconciliation, up to 200 transactions/mo
- 5–7 bank/credit accounts reconciled monthly
- Full monthly financial statement package
- Monthly sales tax filings across jurisdictions
- Full-service payroll processing
- Quarterly strategy check-in with Kara
Who this fits
Multi-account businesses with high transaction volume that have outgrown a standard bookkeeping package but aren't ready for a full Fractional Controller engagement.
Working with us
- Free consultation to map every account, entity, and filing jurisdiction
- Onboarding call to connect feeds, payroll, and reporting structure
- Monthly close across all accounts, financials, sales tax, and payroll
- Quarterly strategy check-in to review trends, not just transactions