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The Basic Monthly Bookkeeping plan is a starter package designed for businesses with up to 30 monthly sales transactions and a maximum of three bank or credit card accounts. This service includes monthly bank reconciliations, transaction categorization and posting in QuickBooks, and preparation of core financial reports—including the Balance Sheet, Profit and Loss Statement, and Cash Flow Statement. The plan also provides one monthly meeting and one emergency meeting for timely support. Additional services are available as add-ons at $50 per service.
The Basic Monthly Bookkeeping plan is a starter package designed for businesses with up to 30 monthly sales transactions and a maximum of three bank or credit card accounts. This service includes monthly bank reconciliations, transaction categorization and posting in QuickBooks, and preparation of core financial reports—including the Balance Sheet, Profit and Loss Statement, and Cash Flow Statement. The plan also provides one monthly meeting and one emergency meeting for timely support. Additional services are available as add-ons at $50 per service.