Ideal for: Small businesses, startups, or nonprofits with low transaction volume (typically fewer than 75 transactions per month).

Features Include:

• Accurate tracking of income and expenses

• Bank and credit card reconciliation

• Basic monthly or quarterly financial statements

• Secure document management

• Email support

Ideal for: Businesses or organizations with higher transaction volume (more than 75 transactions per month), multiple accounts, or increased complexity.

Features Include:

• All Basic Bookkeeping services

• Accounts receivable and payable tracking

• Payroll processing or coordination

• Custom financial reporting

• Advisory calls with a partner