At a glance
- New business, under 1 year
- Up to 2 bank/credit accounts
- Max 25 transactions/mo
What’s included
- Monthly transaction categorization and reconciliation, up to 25 transactions across 2 accounts
- Monthly bank and credit card reconciliation
- Chart of accounts set up and maintained
- Direct access to your bookkeeper: no call center, no rotating staff
- Secure document portal for statements and records
Who this fits
Solo founders and side businesses under a year old, testing the waters with low transaction volume and a lean toolkit.
Working with us
- Free consultation to confirm Foundation fits your volume before you commit
- Onboarding call to connect your bank feeds and QuickBooks
- Monthly reconciliation
- A direct line to ask questions anytime, not just at month-end