Yes / probably
- Delaware C-corp
- $250K–$5M raised
- Up to 500 transactions/month
- Up to 4 bank, card or payment-processor accounts
- Up to 10 employees
- Software, SaaS or technology
- Books in QBO or Xero, or nowhere yet
- No finance person yet
- You want the books closed every month
No / probably not
- Your budget is under $795 a month
- Inventory or crypto is the business
- Several entities or international groups
- You need audit or assurance
- You mainly need a tax return
- You want a fractional CFO
- You want us to run payroll or pay bills
Your monthly service includes up to 500 bookkeeping transactions.
Each purchase, invoice, bill, payment or transfer counts as one transaction. We don’t count it again when we attach a receipt, split an expense between categories or match it to your bank statement. Transfers between your included accounts count once, covering both sides.
Where we’ve agreed to use a complete sales or payroll summary, each batch counts as one transaction. Routine month-end adjustments are included without adding to your count.
If your business goes over 500 transactions, we’ll review the scope with you and agree on any additional charges before they apply.
How we count
- A card purchase: The purchase, its receipt and its bank match count as one transaction.
- An invoice paid later: Recording the invoice and recording the subsequent payment count as two transactions.
- An approved sales summary: A complete batch covering multiple customer payments counts as one transaction, including its bank payout match.
Your monthly service includes up to four bank, card or payment-processor accounts. Each balance that needs its own monthly reconciliation counts as one account. Employee cards on a single consolidated statement count together.
Hand us the month.
If the list was mostly yes, send the current version, however it looks. We do not need a polished finance stack to start.