Standard Plan

Ideal for Growing Small Businesses

The Standard Plan provides growing businesses with more advanced tools and reporting for better financial clarity.

• Transaction Recording – All income and expenses recorded and categorized monthly.
• Bank & Credit Card Reconciliations – Monthly reconciliation reports for clear and accurate balances.
• Expense Categorization – Each transaction assigned to the proper category for easier tax prep and financial insights.
• Invoicing Support – Invoices prepared and/or sent to customers, with monthly tracking of outstanding balances.
• Payroll Coordination – Payroll data entered, reconciled, and verified against provider records.
• Financial Reporting – Profit & Loss, Balance Sheet, and Cash Flow Statement delivered quarterly in PDF or Excel format.
• Support Access – Phone and email support with a 1-business-day response time.