Basic Tier

The Basic Tier is a great starting place for a solo-operated business just starting out or outgrowing in-house bookkeeping.

The basic tier includes:

  • Categorizing income and expenses in QuickBooks Online
  • Bank and credit card reconciliations
  • Monthly financial reports, such as Income Statement (Profit & Loss), Balance Sheet, and more.
  • A trusted collaborator to answer all of your financial questions and demystify your books!