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Ideal for: Solopreneurs, freelancers, and very small businesses (0-50 transactions/month)
Services Included:
Monthly bank reconciliation (up to 2 accounts)
Transaction categorization and recording
Monthly financial statements (P&L, Balance Sheet)
Basic cash flow tracking
Email support with 48-hour response time
Quarterly business review call (30 minutes)
You'll Know: Whether you made money last month, what you owe, what you're owed, and that your books are ready for tax time.
Ideal for: Solopreneurs, freelancers, and very small businesses (0-50 transactions/month)
Services Included:
Monthly bank reconciliation (up to 2 accounts)
Transaction categorization and recording
Monthly financial statements (P&L, Balance Sheet)
Basic cash flow tracking
Email support with 48-hour response time
Quarterly business review call (30 minutes)
You'll Know: Whether you made money last month, what you owe, what you're owed, and that your books are ready for tax time.