Small Business Support

📘 Ongoing Bookkeeping Packages

Options to best fit you and your business - where you are now:

📦 Starter Package

Includes:

✅ Up to 100 transactions/month
✅ Monthly bank & credit card reconciliations
✅ QuickBooks Online maintenance & categorization
✅ Monthly Profit & Loss + Balance Sheet reports
✅ Email support for basic questions

📦 Growth Package

Includes everything in Starter, plus:

✅ Up to 250 transactions/month
✅ Cash Flow Statement + KPI snapshot
✅ 1099 tracking & contractor categorization
✅ Monthly check-in email summary
✅ Quarterly strategy call (30 min)

📦 Full Ledger Package

Custom Pricing Based on Volume/Needs

Includes everything in Growth, plus:

✅ Unlimited transaction support
✅ Multiple bank/credit card accounts
✅ Receipt capture support (via Hubdoc, QBO, or Drive)
✅ Sales tax tracking (if applicable)
✅ Monthly Zoom meeting (up to 60 minutes)
✅ Priority email + chat support