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Established Plan
Scope guidelines:
  • Up to 6 bank/credit card/loan/merchant accounts
  • Up to 700 transactions/month
  • Revenue up to $3M/year
  • Multi-location or multi-class tracking in QBO/Xero
  • Payroll up to 15 employees in up to 2 States

Established Plan

SKU: 364115376135191
$1,200.00Price
Quantity
Price Options
Established Plan
Hands-on support for established companies
$1,200.00every month until canceled

    • Everything in Growth, plus:

    • Bi-weekly or weekly reconciliations

    • Accrual bookkeeping (deferrals, prepaids, key journal entries)

    • Job / class / location reporting (for contractors / multi-site businesses)

    • Customized management reporting pack (P&L by class/location, cash flow, AR/AP)

    • Monthly 45-minute review call with action items

    • Support with sales tax tracking & reports for FL/CA (filing can be an add-on)

    • Priority email support (same or next business day)

    Ideal for: construction subcontractors, busy restaurants, multi-location service businesses, professional firms, etc.

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