Perfect for small businesses needing up to 10 hours of bookkeeping a month

Includes:

• Monthly bookkeeping with full transaction categorization and account reconciliation

• Up to 10 hours of bookkeeping support each month

• Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

• Customized chart of accounts tailored to your business

• Tracking of business income, expenses, assets, and liabilities

• Quarterly financial review meetings

• Quarterly estimated tax reminders + tax projections

• Quarterly review of business expenses to ensure proper categorization and maximize deductions

• Support for business owners with employees or contractors

• Year-end tax preparation coordination (making your tax return smooth and accurate)

• Email support for bookkeeping and financial questions throughout the month

• Priority access to tax attorney

• Simple, predictable monthly pricing with no hidden fees