2 bank/credit card accounts

Up to 100 transactions/month

Monthly bookkeeping (categorization + reconciliation)

Basic financial reports (P&L, Balance Sheet)

No payroll included

Email support

5 bank/credit card accounts

Up to 250 transactions/month

Monthly bookkeeping + reconciliations

Clean, organized financials

Payroll support (up to 5 employees) (processing fee separate if needed)

Monthly financial reports + light review

Email + limited phone support

6 bank/credit card accounts

Higher transaction volume up to 450 transactions

Full-service bookkeeping + reconciliations

Payroll support (up to 15 employees)

Vendor payments / bill pay support

Cash flow tracking

Monthly financial review + insights

Priority support

Payroll (if outside tier limits): +$150–$300/month

Additional accounts: +$50–$100/account

Additional employees (payroll): +$10–$20 per employee