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Who it’s for: Solopreneurs and service providers who are making consistent revenue but need structure and support.
Highlights:
🔸 Tracking for 2 business accounts
🔸 Monthly reconciliation + summary reports
🔸 Guidance to stay tax-compliant year-round
🔸 Monthly transaction categorization
🔸 Expense and income accuracy review
🔸 Year-end ready books for tax preparation
🔸 Basic bookkeeping support and corrections
Perfect for: Coaches, consultants, and digital pros handling multiple clients
Typically fits those with moderate monthly transactions and growing volume. Cost is 1% - 3% of gross income or transaction count.
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