PLANS

STANDARD PLAN 
  • Sync and manage 2 business accounts (bank, credit card, other)

  • Record and categorize up to 100 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

  • Subscription to Xero or QuickBooks Online

  • Subscription to Hubdoc

ADVANCED PLAN 
PREFERRED PLAN 
CUSTOM PLAN 
  • Sync and manage 3 business accounts (bank, credit card, other)

  • 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

  • Accounts Payable up to 50 transactions

  • 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

  • Accounts Payable as needed

  • Subscription to Xero or QuickBooks Online

  • Subscription to Hubdoc

  • Tailored to meet your business needs