Includes:

• Monthly bookkeeping (up to 125 transactions per month)

• Bank and credit card reconciliations (2 accounts)

• Monthly financial statements (P&L, Balance Sheet)

• Access to your books (QuickBooks Online or Xero)

• Email support for bookkeeping questions

• Basic expense categorization and review

• Quarterly check-ins or summaries

Optional add-ons:

• Catch-up/Clean-up work billed hourly

• Additional accounts or platforms (e.g., PayPal, Shopify, etc.)

Includes everything from Essential, plus:

• Up to 7 additional bank/credit accounts

• Categorization of COGS, inventory, and cost tracking

• Accounts Receivable & Payable tracking

• Monthly performance summary with trend insights

• Priority response (within 24 business hours)

• Email + limited phone/video support

• Sales tax tracking & filing assistance

• Integration support for apps (Shopify, Stripe, Square, etc.)

• 1-on-1 quarterly review meeting

• Payroll Processing for up to 4 Employees

Includes everything from Growth, plus:

• Unlimited accounts and platforms

• Bill pay and invoicing (managed through your system)

• Payroll processing (up to X employees)

• Cash flow forecasting & budget analysis

• KPI dashboard setup & maintenance

• Monthly or biweekly financial review meetings

• Coordination with CPA or tax preparer

• End-of-year tax packet preparation

• Dedicated account manager

• Quarterly or monthly strategic check-ins