Monthly Packages

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For business owners who need consistent monthly support to stay organized and tax-ready.

This package covers the core ongoing work required to keep your business records clean, accurate, and up to date—without you having to manage it yourself.

• Monthly bookkeeping
• Trust Accounting (if applicable)
• Transaction categorization and account review
• Monthly financial reports
• Tax-ready financials
• Basic email support

• Up to 2 accounts
• Up to 200 transactions/month

For business owners who want to stay organized and also understand what’s happening in their business each month.

This package adds visibility and clarity, helping you make sense of your numbers instead of just receiving reports.

• Monthly summary with key insights
  (what happened, what to watch)
• Profit and expense insights
• Ongoing tax awareness (not just year-end)
• Basic KPI tracking
• Priority email support

• Up to 4 accounts
• Up to 400 transactions/month

For business owners who want ongoing support and guidance when making financial decisions.

This package goes beyond reporting and helps you stay on top of your business as it grows, with support when decisions impact your numbers.

• Cash flow visibility
• Ongoing support for decision-related questions
• Proactive tax guidance
• Faster response times
• Deeper breakdowns when needed

• Up to 6 accounts
• Up to 800 transactions/month