Ideal for small businesses with basic accounting & bookkeeping needs.

Monthly rate is determined by average transaction volume and complexity.

Additional fees may apply for class or location tracking, AR/AP tracking and reporting, complex payroll reconciliation, or complex fixed asset tracking.

Includes:

• Monthly transaction categorization

• Monthly reconciliation of bank accounts and credit cards

• Monthly reconciliation of loan accounts

• Quarterly payroll reconciliation

• Year end financial statements (for management use only)

• Email and phone support

Designed for growing businesses needing more detailed reporting and support.

Monthly rate is determined by average transaction volume and complexity.

Additional fees may apply for class or location tracking, AR/AP tracking and reporting, complex payroll reconciliation, or complex fixed asset tracking.

Includes:

• Monthly transaction categorization

• Monthly reconciliation of bank accounts and credit cards

• Monthly reconciliation of loan accounts

• Quarterly payroll reconciliation

• Quarterly financial reports (for management use only)

• Quarterly 30 minute one-on-one meeting

• Email and phone support

Built for expanding businesses that require deeper reporting and greater support.

Monthly rate is determined by average transaction volume and complexity.

Additional fees may apply for class or location tracking, AR/AP tracking and reporting, complex payroll reconciliation, or complex fixed asset tracking.

Includes:

• Monthly transaction categorization

• Monthly reconciliation of bank accounts

• Monthly reconciliation of loan accounts

• Monthly financial reports (for management use only)

• Monthly 30 minute one-on-one meeting

• Priority email and phone support