Moderate Catch-Up (4–6 Months)

$750.00

Great for: Freelancers or solopreneurs who haven’t tracked anything but still have all their statements.

Includes:

  • Categorizing up to 6 months of transactions (up to 4 accounts)

  • Income, expense, and summary reports

  • Reconciliation of accounts

  • Chart of accounts review + basic reorganization

  • 1 review call (45 min)

  • CPA-ready reports in PDF/Excel

Great for: Freelancers or solopreneurs who haven’t tracked anything but still have all their statements.

Includes:

  • Categorizing up to 6 months of transactions (up to 4 accounts)

  • Income, expense, and summary reports

  • Reconciliation of accounts

  • Chart of accounts review + basic reorganization

  • 1 review call (45 min)

  • CPA-ready reports in PDF/Excel