Record receipts/income/expenses from your daily bank transactions in QBO accounts for up to 3 bank, credit card and loan accounts cumulatively (excluding profit planning accounts) with less than approx. 100 transactions/mo.

Reconcile bank, credit card and loan statements monthly

Provide a Profit & Loss and Balance Sheet report no later than the 20th of the month for the month prior.

Unlimited email support with a weekly response/processing day.

Payroll support (if applicable) with Gusto payroll - posting payroll journal to QBO and answering questions as needed via email.

Additional services, such as cash flow forecasting, accounts payable, accounts receivable, and budgeting can be added on for an additional cost at any time.