- – Basic bookkeeping services
- – Monthly transaction categorization
- – Monthly bank and credit card reconciliation
- – Basic financial statements (Profit & Loss, Balance Sheet)
- – Email support
- – Includes QuickBooks Online
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- All services from the Basic Plan, Plus
- – Monthly financial statement preparation
- – Accounts payable and receivable management
- – Expense tracking and management
- – Budgeting and forecasting
- – Monthly financial review meetings
- – 1099 Management
- – Phone and email support
- – Includes QuickBooks Online and Bill.com, Track1099
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- Basic & Standard, Plus:
- – Advanced financial analysis and reporting
- – Custom financial reports and dashboards
- – Payroll processing
- – Inventory management
- – Cash flow management
- – Dedicated account manager
- – Priority support (phone, email, and video calls)
- – Quarterly financial strategy sessions
- – Includes QuickBooks Online, Bill.com, Gusto, Track1099
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