Our Premium package is designed for businesses that require more hands-on support with their day-to-day financial operations. In addition to managing core bookkeeping activities, this package includes full support for accounts payable and accounts receivable, including vendor bill entry and customer invoicing.

Ideal for startups, self-employed professionals, and small to mid-sized businesses, this solution allows you to delegate your bookkeeping responsibilities to a trusted partner—ensuring your financial records remain accurate, organized, and up to date.

The Bookkeeping Essentials Package Includes:

Customer invoice creation and distribution (up to 40 invoices per month)

Vendor bill entry and tracking (up to 40 bills per month)

Payment application (applying customer payments to open invoices)

Expense categorization (bank and credit card transactions)

Receipt capture and documentation

Credit memos and refunds

The Bookkeeping Essentials Plus package is designed for businesses with a higher volume of financial activity that require expanded, hands-on support across their day-to-day bookkeeping operations.

Ideal for startups, self-employed professionals, and growing small to mid-sized businesses, this package provides increased capacity for transaction processing and reconciliation—ensuring your financial records remain accurate, organized, and up to date as your business scales.

The Bookkeeping Essentials Plus Package Includes:

Customer invoice creation and distribution (up to 60 invoices per month)

Vendor bill entry and tracking (up to 60 bills per month)

Payment application (applying customer payments to open invoices)

Expense categorization (bank and credit card transactions)

Receipt capture and attachment

Credit memos and refunds

Accounts receivable and payable monitoring (aging review)

Our Essentials package is designed for startups, self-employed professionals, and small businesses that manage their own day-to-day data entry but need reliable support to ensure their financials are accurate, reconciled, and properly reported.

This package provides the foundational structure needed to maintain clean books and deliver clear, consistent financial reporting.

The Essentials Package Includes :

Expense categorization

Revenue recognition

Bank account reconciliation (1 account, up to 50 transactions per month)

Credit card reconciliation (1 account, up to 50 transactions per month)

Monthly financial reporting, including Profit & Loss and Balance Sheet

The Financial Reporting Essentials Plus package is designed for businesses with a higher volume of financial activity that require additional support to maintain accurate and reliable financial reporting.

Ideal for startups, self-employed professionals, and growing businesses that manage their own day-to-day data entry, this package provides enhanced reconciliation and reporting support to ensure your financials remain organized, accurate, and up to date as activity increases.

The Financial Reporting Essentials Plus Package Includes:

Expense categorization

Revenue recognition

Bank account reconciliation (up to 2 accounts, 75 transactions per account per month)

Credit card reconciliation (up to 2 accounts, 75 transactions per account per month)

Monthly financial reporting, including Profit & Loss and Balance Sheet

Basic Financial Review Summary