The Foundation for Financial Peace of Mind.
Best for: Solopreneurs and Fresh Start-ups.
Starting at $250 - $350/mo
Monthly QBO Reconciliation: Up to 2 bank/credit card accounts.
Transaction Categorization: Ensuring every expense is in the right bucket for tax time.
Standard Financial Statements: Monthly Profit & Loss and Balance Sheet sent via email.
Email Support: Responses within 48 business hours.
Annual Tax Folder: A tidy digital package for your CPA at year-end.
Goal: Compliance and organized books for tax season.
The Foundation for Financial Peace of Mind.
Best for: Solopreneurs and Fresh Start-ups.
Starting at $250 - $350/mo
Monthly QBO Reconciliation: Up to 2 bank/credit card accounts.
Transaction Categorization: Ensuring every expense is in the right bucket for tax time.
Standard Financial Statements: Monthly Profit & Loss and Balance Sheet sent via email.
Email Support: Responses within 48 business hours.
Annual Tax Folder: A tidy digital package for your CPA at year-end.
Goal: Compliance and organized books for tax season.
