CPA Bridge Compliance

$500.00

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