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Essentials
Monthly: $200-$350
  • Categorize your transactions for your Profit & Loss Statement and Schedule C 

  • Small number of transactions

  • Reconcile all financial accounts 

  • Provide financial statements for business growth: Profit & Loss and Balance Sheet 

Foundations 
Monthly: $350-$500
Everything included in Essentials Package; plus: 
  • Moderate difficulty transactions 
  • Additional Financial Statements: Accounts Payable & Accounts Receivable

  • Priority delivery of financial statements monthly 

Advanced 
Monthly: $500-$800
Everything included in Foundations Package; plus:
Complex and large amounts of transactions 
  • Advanced Financial Reporting to forecast cash flow and drive business growth 

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