Core Compliance
Foundational bookkeeping support for business owners who need both personal and business finances organized and CPA-ready.
Business Revenue Up to $250,000 Annually
Up to 3 Business Accounts
Up to 2 Personal Accounts
Up to 250 Combined Transactions Per Month
Solopreneurs, Independent Contractors, and Single-Member LLCs
Business Bookkeeping – Monthly Categorization & Reconciliations (Up to 3 Business Accounts)
Personal Bookkeeping – Monthly Categorization & Reconciliations (Up to 2 Personal Accounts)
Tax-Ready Documentation – Annual Business & Personal Summaries for Your CPA
Secure Document Vault – Encrypted Storage for Business and Personal Financial Records
Email Support
*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.
Core Compliance
Foundational bookkeeping support for business owners who need both personal and business finances organized and CPA-ready.
Business Revenue Up to $250,000 Annually
Up to 3 Business Accounts
Up to 2 Personal Accounts
Up to 250 Combined Transactions Per Month
Solopreneurs, Independent Contractors, and Single-Member LLCs
Business Bookkeeping – Monthly Categorization & Reconciliations (Up to 3 Business Accounts)
Personal Bookkeeping – Monthly Categorization & Reconciliations (Up to 2 Personal Accounts)
Tax-Ready Documentation – Annual Business & Personal Summaries for Your CPA
Secure Document Vault – Encrypted Storage for Business and Personal Financial Records
Email Support
*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.