Perfect for freelancers and small businesses getting organized
Stay on top of your finances without the overwhelm. We handle the essentials so you can focus on your work.
What’s included:
· Monthly transaction categorization
· Bank & credit card reconciliations (up to 2 accounts)
· Accounts payable & receivable tracking
· Monthly financial reports (Profit & Loss, Balance Sheet)
· Email support (48-hour response time)
Optional add-ons available: payroll, sales tax filing, and setup with tools like QuickBooks
Perfect for freelancers and small businesses getting organized
Stay on top of your finances without the overwhelm. We handle the essentials so you can focus on your work.
What’s included:
· Monthly transaction categorization
· Bank & credit card reconciliations (up to 2 accounts)
· Accounts payable & receivable tracking
· Monthly financial reports (Profit & Loss, Balance Sheet)
· Email support (48-hour response time)
Optional add-ons available: payroll, sales tax filing, and setup with tools like QuickBooks