Standard Plan
The perfect balance of bookkeeping support and financial clarity for growing businesses.
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.
Ready to Get Started?
Contact us today for a free consultation.