CPA Bridge Compliance

$575.00

Core Compliance

For solopreneurs or small business owners who need both business and personal books organized at a foundational level.

Includes:
✅ 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 CPA
✅ Secure Document Vault – Encrypted storage for business + personal files
✅ Email Support

Core Compliance

For solopreneurs or small business owners who need both business and personal books organized at a foundational level.

Includes:
✅ 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 CPA
✅ Secure Document Vault – Encrypted storage for business + personal files
✅ Email Support