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