Premium Plan
Comprehensive bookkeeping and reporting with hands-on guidance for long-term business success.
Best For Established Businesses
The Premium Plan gives established businesses unlimited bookkeeping and advanced insights to support smarter decision-making and growth.
- Transaction Recording – Unlimited monthly transaction entry and categorization from all financial platforms.
- Bank & Credit Card Reconciliations – Detailed reconciliation reports prepared every month.
- Expense Categorization – Organized expense reports for tax readiness and trend analysis.
- Invoicing Support – Monthly invoicing summary with a record of outstanding balances.
- Payroll Coordination – Journal entries posted monthly and payroll reconciled against provider data.
- Financial Reporting – Monthly Profit & Loss, Balance Sheet, and Cash Flow Statements delivered in PDF or Excel format.
- Financial Analysis & Budgeting – Monthly review of financial trends, comparisons to budget, and recommendations with custom reports.
- Custom Reports & Dashboards – Tailored insights like sales by customer, expenses by vendor, or department performance with monthly or quarterly updates.
- Support Access – Priority support with direct access to your bookkeeper.
Ready to Get Started?
Contact us today for a free consultation.