What’s included
- One entity and one month
- Up to 100 bank/card transaction lines across two financial accounts
- Reconciliation and management financial reports
- Cash basis; monthly updates; 30-minute quarterly review; $249 one-time onboarding
Who this is for
Small businesses looking for regular accounting support.
Common additions & exclusions
- Historical cleanup
- Inventory, payroll, multicurrency and intercompany accounting
What we’ll need
- Bank and card statements
- Accounting access
- Receipts and opening balances
Clear scope comes first.
Additional work is quoted separately and requires your approval. Correcting our own error is not a chargeable complication.
Delivery & supported jurisdictions
Work begins after intake and receipt of the required documents. Your coordinator confirms the delivery schedule.
Supported jurisdictions: United States, Outside of United States