Ideal For Solopreneurs, freelancers, and new LLCs with simple finances

Included Services:

• QuickBooks Ledger initial setup & chart of accounts cu

• Connection of up to 2 bank or credit card accounts

• Autornated bank feed transaction import

• Monthly transaction categorization

• Monthly bank reconciliation

• Monthly Profit & Loss report

• Monthly Balance Sheet

• Secure client document portal

• Tax-ready financial reports for CPA or tax preparer

• Monthly bookkeeping review notes

Service Limits:

Up to 150 transactions per month

Up to 2 financial accounts

Optional Add Ons:

Payroll setup: 550/month

Mileage tracking system: $15/month

QuickBooks setup assistance (one-time): $100

Additional accounts: $15/account

Ideal For: Businesses with consistent activity needing better financial visibility

Included Services:

• QuickBooks Ledger initial setup & chart of accounts cu

• Connection of up to 2 bank or credit card accounts

• Autornated bank feed transaction import

• Monthly transaction categorization

• Monthly bank reconciliation

• Monthly Profit & Loss report

• Monthly Balance Sheet

• Secure client document portal

• Tax-ready financial reports for CPA or tax preparer

• Monthly bookkeeping review notes

Service Limits:

Up to 150 transactions per month

Up to 2 financial accounts

Optional Add Ons:

Payroll setup: 550/month

Mileage tracking system: $15/month

QuickBooks setup assistance (one-time): $100

Additional accounts: $15/account

Ideal for: Growing businesses wanting full bookkeeping + advisory + reporting

Included Services:

Everything in Silver, plus:

1. Bank, credit card, PayPal, and payment processor integrations

2. Mobile receipt scanning & invoice capture

3. Detailed monthly financial reports (P&L, Balance Sheet, Cash Flow, Expense Summary)

4. Multi-user portal access (up to 2 staff/partners)

5. Monthly review call + business performance analysis

6. Tax optimization suggestions & deductible tracking

7. Automated reminders for bill payments and invoices

Optional Add-Ons:

• Payroll management (up to 10 employees)

• Advanced automation features (recurring invoices, recurring bill payments)

Ideal for: Established or high-growth companies needing full accounting, payroll, dashboards, and strategic advisory

Included Services:

Everything in Gold, plus:

1. Multi-client, multi-entity bookkeeping

2. Integration with eCommerce, CRM, and multiple payment processors

3. Unlimited users access (staff, partners, investors)

4. Weekly dashboards with drill-down metrics on spending, profitability, and category analysis

5. Strategic advisory & business growth recommendations

6. Payroll setup, processing, and tax filing (up to 10 employees included; additional billed separately)

7. Priority support & unlimited training sessions

8. Full-year tax-ready package with all supporting documentation

Optional Add-Ons:

• Advanced forecasting & financial modeling: $100–$200/month

• Multi-location bookkeeping support