PLANS
STANDARD PLAN
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Sync and manage 2 business accounts (bank, credit card, other)
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Record and categorize up to 100 transactions per month
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Reconcile business accounts monthly
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Prepare monthly financial statements (Income Statement, Balance Sheet, Statement of Cash Flows)
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One hour of financial consultation per month
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Unlimited email support
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Subscription to Xero or QuickBooks Online
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Subscription to Hubdoc
ADVANCED PLAN
PREFERRED PLAN
CUSTOM PLAN
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Sync and manage 3 business accounts (bank, credit card, other)
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Record and categorize up to 200 transactions per month
-
Reconcile business accounts monthly
-
Prepare monthly financial statements (Income Statement, Balance Sheet, Statement of Cash Flows)
-
One hour of financial consultation per month
-
Unlimited email support
-
Accounts Receivable up to 50 transactions
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Accounts Payable up to 50 transactions
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Subscription to Xero or QuickBooks Online
-
Subscription to Hubdoc
-
Sync and manage 3 business accounts (bank, credit card, other)
-
Record and categorize up to 400 transactions per month
-
Reconcile business accounts monthly
-
Prepare monthly financial statements (Income Statement, Balance Sheet, Statement of Cash Flows)
-
One hour of financial consultation per month
-
Unlimited email support
-
Accounts Receivable as needed
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Accounts Payable as needed
-
Subscription to Xero or QuickBooks Online
-
Subscription to Hubdoc
-
Tailored to meet your business needs