• Up to 2 financial accounts (bank or credit card) 

• Up to 100 transactions/month

• Monthly bookkeeping (transaction categorization and reconciliations) 

• Monthly financial reports (Profit & Loss and Balance Sheet) 

• Email support

• No payroll included

• Up to 5 financial accounts

• Up to 250 transactions/month

• Monthly bookkeeping (categorization and reconciliation)

• Accurate, up-to-date financials 

• Payroll support (up to 5 employees; processing fees separate)

• Monthly financial reports with light review

• Email and limited phone support

• Up to 6 financial accounts

• Up to 450 transactions/month

• Full-service bookkeeping (categorization and reconciliation)

• Payroll support (up to 15 employees; processing fees separate)

• Vendor payment and bill pay support

• Cash flow tracking

• Monthly financial review and insights

• Priority support

• Monthly close coordination

• Coordination with your bookkeeper and CPA

• Task tracking and follow-ups

• Financial organization and process support

• Monthly review and check-in

Includes up to 10 hours/month of support
Additional time billed at $95/hour

• Additional payroll support: $300/month (up to 3 employees) 

• Additional financial accounts (bank, credit card, or merchant platforms): $50–$100 each