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Want to see your monthly expenditures? Planning the future of your business?

The Small Business Essentials plan provides monthly retrospective insights, so you can maintain better control of your accounts and keep your books current. You’ll have access to a monthly review of your profits and loss, and unlimited support from our dedicated team of bookkeepers.

• Input all transactions for up to 4 bank accounts and/or credit card accounts*.

• Reconcile up to 4 bank accounts and /or credit card accounts*.

• Make any adjusting entries needed.

• Provide Balance Sheet, Profit & Loss and any other reports needed.

*Each account includes up to 50 transactions/month. Please note that Paypal, Square, Stripe, etc, count as an additional account even if the funds are deposited directly into your bank account. Add $50 for each account.


3rd Party App Management/Syncing
Sales Tax
Monthly Forecasting
Payroll (First Employee)
Payroll (Additional Employees)
Payroll Set-Up/Transfer
Accounts Payable
Quickbooks Online Set-Up/Transfer
Accounts Receivable
Extra Account
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