At a glance
- Up to 3 accounts
- Max 75 transactions/mo
- Monthly reports + sales tax filing
What’s included
- Monthly transaction categorization and reconciliation, up to 75 transactions/mo
- Up to 3 bank/credit accounts reconciled monthly
- Monthly financial reports: P&L and balance sheet
- Monthly sales tax filing included
- Priority scheduling with your bookkeeper
Who this fits
Established small businesses that want monthly financials they can actually read and act on, not just a reconciled ledger.
Working with us
- Free consultation to map your accounts, volume, and reporting needs
- Onboarding call to connect feeds and set your reporting calendar
- Monthly close with reconciliation, sales tax filing, and reports delivered together
- A monthly review call to walk through what the numbers mean