Up to 2 bank/credit accounts
Monthly transaction categorization
Bank reconciliation
Quarterly financial reports
Email support
Quarterly review call
Up to 3 bank/credit accounts
Monthly categorization & reconciliation
Monthly Profit & Loss and Balance Sheet
1099 contractor tracking
Quarterly strategy call
Email & phone support
Up to 5 bank/credit accounts
Monthly categorization & reconciliation
Monthly financial reports + custom reports
1099s & contractor reports
Monthly review call
Priority email & phone support
Unlimited accounts & transactions
Clean-up included (ongoing mess management)
Monthly financial reports & strategy
1099s, payroll coordination, contractor support
Dedicated account manager
Monthly executive call
Audit preparation support
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