Best for: Solopreneurs, micro-businesses, service-only operations, or brand-new businesses

Includes:

• Initial bookkeeping setup (chart of accounts, system configuration, bank feeds)

• Up to 75 transactions/month

• 1 bank account + 1 credit card

• Monthly reconciliation

• Basic categorization

• Monthly Profit & Loss

• Email support

• Annual financial statement preparation (optional add-on)

Best for: Growing businesses, light inventory, multiple accounts, moderate activity

Includes:

• Initial bookkeeping setup

• Up to 150–200 transactions/month

• 2–3 financial accounts

• Monthly reconciliation

• Categorization + class tracking (if needed)

• Monthly financial statements (P&L, Balance Sheet)

• Quarterly review meeting (“Financial Health Check”)

• Email + scheduled call support

Best for: Product-based businesses, retail, ecommerce, higher complexity

Includes:

• Initial bookkeeping setup

• Unlimited transactions

• Multiple bank/credit card accounts

• Full monthly reconciliation

• Inventory + COGS support

• Monthly financial statements + management reporting

• Monthly “pulse check” meeting

• Cash flow insights

• Priority phone/email support

• Loan tracking & amortization schedules