The Starter Solution


ONBOARDING:

A seamless introduction to our services, ensuring we understand your business inside out. 

Weekly Bookkeeping:
Keep your finances up-to-date with regular bookkeeping.

1 Integration: 
Streamline your financial processes with QuickBooks

Monthly Bank Account Reconciliation:
For up to 2 bank accounts with up to 50 transactions. 

Monthly Financial Reports:
Including balance sheet and profit & loss statement, to give you a clear view of your financial health. 

Monthly Bank Account Reconciliation:
For up to 2 bank accounts with up to 50 transactions. 

The Growth Plan

Includes everything in the Bronze package, plus:

Up to 150 transactions for both bank accounts.

Monthly calls.

The Expansion Strategy

Includes everything in the Gold package,
plus:

Increased Transaction Capacity:
Up to 500 transactions for all bank accounts.

Credit Card Reconciliation:
For 2 business credit card accounts. 

Tax Optimization: 
Year-round strategies to enhance your tax efficiency.

Bi-Weekly calls with ongoing support

The Premium Service

Includes everything in the Gold package, plus:

Increased Transaction Capacity:
Up to 500 transactions for all bank accounts.

Credit Card Reconciliation:
For 2 business credit card accounts. 

Tax Optimization: 
Year-round strategies to enhance your tax efficiency.

Bi-Weekly calls with ongoing support

The Ultimate Service‍ ‍

The ultimate bookkeeping solution includes everything in the Platinum package, plus:

Unlimited Transaction Capacity

Unlimited Credit Card Reconciliation

Accounts Payable and Accounts Receivable Management

Tax Optimization: 
Year-round strategies to enhance your tax efficiency.

Daily calls with ongoing support when needed