Designed for small business owners who need clean, organized books and consistent monthly reporting without unnecessary complexity.
What’s included:
Transaction categorization (bank and credit card activity)
Monthly bank and credit card reconciliations
Profit & Loss Statement (monthly)
Balance Sheet (monthly)
Ongoing email support (48-hour response time)
Best for:
Business owners who want accurate financials and a reliable monthly process, without ongoing advisory needs.
Starting at $200/month
Designed for small business owners who need clean, organized books and consistent monthly reporting without unnecessary complexity.
What’s included:
Transaction categorization (bank and credit card activity)
Monthly bank and credit card reconciliations
Profit & Loss Statement (monthly)
Balance Sheet (monthly)
Ongoing email support (48-hour response time)
Best for:
Business owners who want accurate financials and a reliable monthly process, without ongoing advisory needs.
Starting at $200/month