Our Services
1
Starter Package
Perfect for freelancers, sole proprietors, or startups with minimal monthly transactions.
Includes:
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Monthly transaction categorization (up to 100 transactions)
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1 bank account reconciliation
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1 credit card reconciliation
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Basic financial reports (Profit & Loss & Balance Sheet)
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Email support
Ideal For: Businesses with fewer than 2 accounts and low-volume activity.
2
Standard Package
Great for small businesses with regular expenses, multiple accounts, and vendor/client activity.
Includes:
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Monthly transaction categorization (up to 300 transactions)
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Up to 3 bank/credit card reconciliations
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Accounts Payable & Receivable tracking
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Monthly financial reports: P&L, Balance Sheet, and Cash Flow
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Payroll entry posting (from 3rd party provider)
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Email & phone support
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Quarterly check-in
Ideal For: Businesses with multiple accounts and growing operations.
3
Premium Package
Designed for busy business owners who want full bookkeeping support and peace of mind.
Includes:
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Unlimited transaction categorization
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Unlimited bank/credit card reconciliations
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A/P & A/R management (invoicing, bill tracking, reminders)
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Payroll tracking & journal entries
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Customized financial reports & monthly performance summary
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Monthly review meeting
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Priority support
Ideal For: Established businesses or those with more complex bookkeeping needs.
Accounts Payable Specialist Package – "Payables Pro Plan"
Tailored for businesses looking to streamline their bill management, maintain strong vendor relationships, and stay on top of cash flow.
What’s Included:
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Entry and categorization of vendor bills
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Bill approval workflow setup (if needed)
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Weekly or biweekly A/P review reports
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Payment scheduling (check runs, ACH, credit card, etc.)
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Vendor payment tracking and status updates
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Reconciliation of A/P accounts
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1099 vendor tracking and reporting
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Aging reports to monitor outstanding balances
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Monthly financial reports including:
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A/P Summary
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Profit & Loss
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Balance Sheet
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Email and phone support