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Gold Entrepreneur Strategy Package

Who itโ€™s for: Full-time business owners juggling payments, client revenue, contractors, and recurring expenses.


Highlights:
๐Ÿ”ธ Up to 3 business accounts tracked (76โ€“150 transactions)
๐Ÿ”ธ Monthly transaction categorization

๐Ÿ”ธ Bank and credit card reconciliations

๐Ÿ”ธ Monthly Profit & Loss statement

๐Ÿ”ธ Monthly Balance Sheet

๐Ÿ”ธ Expense and income accuracy review

๐Ÿ”ธ Quarterly estimated tax calculations

๐Ÿ”ธ Monthly Bookkeeping meetings

๐Ÿ”ธ Year-end ready books for tax preparation

๐Ÿ”ธ Bookkeeping adjustments and accuracy corrections


Perfect for: Agencies and health professionals with steady revenue ready to scale โ€” starting at $800/month


โž• Additional accounts available at $50/month each 

โž• Payroll available at additional cost

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