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Service Packages

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The Trailblazer Package

Ideal for Startups, Small Service Businesses, and Sole Proprietors with Minimal Transactions

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Monthly:  ​​$450

  • Transaction Categorization: Up to 200 Transactions

  • Bank/Credit Reconciliation: 1 to 2 Accounts​

  • Income Statement and Balance Sheet​​​​

  • Email Support 

  • Direct coordination with your tax CPA at year-end

  • Accounts Payable (Vendor Bills): Add-on Required

  • Payroll: Add-on Required

  • 1099 and W2 Prep: Add-on Required

  • Software is NOT INCLUDED in price.

More Bang For Your 
Buck Package

Ideal  for Growing Retail, Trades, and Mid-Sized Businesses

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Monthly: $850

  • Transaction Categorization: Up to 600​

  • Bank/Credit Reconciliation: 3-4 Accounts​

  • ​​Income Statement, Balance Sheet, and Cash Flow

  • Email Support 

  • Accounts Payable (Vendor Bills): Up to 50 bills.

  • Direct coordination with your tax CPA at year-end

  • Payroll: Add-on Required

  • 1099 and W2 Prep: Add-on Required

  • Software is NOT INCLUDED in price.

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The Successful Ride Package

Ideal for High-Volume, Multiple Accounts, and Strategic Growth

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Monthly: $1,350

  • Transaction Categorization: Up to 1,000

  • Bank/Credit Card Reconciliation: 5-6 Accounts

  • Income Statement, Balance Sheet, and Cash Flow 

  • ​Email Support

  • Direct coordination with your tax CPA at year-end

  • Accounts Payable (Vendor Bills): Up to 100

  • 1099 and W2 Preparation

  • Advisory Services

  • Payroll: Add-On Required

  • Software is NOT INCLUDED in price.

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