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The Essentials Monthly Plan

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Best for: Solo-operators and small businesses focused on tax compliance and organization. This plan ensures your books are accurate and tax-ready every single month without you lifting a finger.

Best for: Solo-operators and small businesses focused on tax compliance and organization. This plan ensures your books are accurate and tax-ready every single month without you lifting a finger.

Reconciliation: Up to 3 Bank or Credit Card accounts.

Monthly Financials: Receive a clear Profit & Loss and Balance Sheet by the 10th of each month.

Basic Categorization: Clean tracking of all income and expenses.

Email Support: Support for your bookkeeping questions within 48 business hours.