Perfect for freelancers, solo professionals, and startups.
Up to 75 transactions
Up to 2 bank or credit card accounts
Monthly Profit & Loss Statement
Monthly Balance Sheet
Bank Reconciliation
Optional Add-On Services
10 Business Day Turnaround
Designed for growing businesses with employees and increasing transaction volume.
76–250 transactions
Up to 5 accounts
Accounts Receivable Tracking
Accounts Payable Tracking
Sales Tax Report Preparation
Year-End CPA Handoff Package
7 Business Day Turnaround
Ideal for established businesses requiring enhanced financial oversight.
251–600 transactions
Up to 8 accounts
Monthly Financial Review Call
1099 Support Included
5 Business Day Turnaround