Up to 10 bank/credit card accounts
Monthly transaction categorization (up to 500)
Monthly reconciliation and classification review
Comprehensive monthly financial reports
Budget vs. actual tracking
Monthly strategy call (45 minutes)
Priority phone/email support
Tax prep coordination with CPA (client’s or ours)
Up to 10 bank/credit card accounts
Monthly transaction categorization (up to 500)
Monthly reconciliation and classification review
Comprehensive monthly financial reports
Budget vs. actual tracking
Monthly strategy call (45 minutes)
Priority phone/email support
Tax prep coordination with CPA (client’s or ours)
Multi-member LLCs, agencies, and established small businesses up to $75K/month
