Ideal for startups, sole proprietors, and small teams

Includes:

• Monthly transaction tracking & categorization
• Bank & credit card reconciliations
• Basic accounts payable & receivable tracking
• Payroll processing
• Monthly financial summary (P&L)
• Email support

Payroll Tier:

• Up to 3 employees included

Ideal for growing businesses with regular payroll

Includes everything in Starter, plus:

• Payroll tax filings (federal & state)
• Quarterly payroll reports
• Monthly Profit & Loss statement
• Improved AR/AP tracking
• Payroll compliance support
• Priority email support

Payroll Tier:

• Up to 6 employees included

Ideal for established businesses needing full support

Includes everything in Growth, plus:

• Multi-account reconciliations
• Payroll compliance monitoring (federal, state, local)
• Labor cost & payroll insights
• Custom financial reports
• Monthly review & consultation
• Priority support

Payroll Tier:

• Up to 10 employees included