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Essential oversight for solopreneurs and new service ventures.
Transaction Management: Up to 100 transactions categorized and reconciled monthly.
Core Account Security: 1 primary bank or credit card account fully reconciled.
The 25th Promise: Guaranteed delivery of your Financial Package (P&L and Balance Sheet) by the 25th.
System Integration: Full support for your QuickBooks Online or Xero file.
Annual Tax-Ready Ledger: A clean, organized year-end handoff for your tax professional.
Essential oversight for solopreneurs and new service ventures.
Transaction Management: Up to 100 transactions categorized and reconciled monthly.
Core Account Security: 1 primary bank or credit card account fully reconciled.
The 25th Promise: Guaranteed delivery of your Financial Package (P&L and Balance Sheet) by the 25th.
System Integration: Full support for your QuickBooks Online or Xero file.
Annual Tax-Ready Ledger: A clean, organized year-end handoff for your tax professional.