Record Organization
$60.00/mo - 6 month contract
How It Works: The package price above includes the complete set of Expense & Income Tracking services—everything you see listed below, bundled together for $60/month with a 6-month contract.
Prefer to keep things lighter or need a mix-match of services? Contact us about building your very own micro-plan!
Receipt Organization:
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Go in to tax season prepared. Let us help get and keep your business up to date with receipt digitizing, labelling, and filing by month and vendor!
Includes up to 25 transactions. An additional $0.50 will be charged per transaction beyond the initial 25.
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Invoice Tracking:
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Whether it’s just been sent, waiting to be paid, or long overdue. With our Invoice Tracking, you’ll never lose the thread. We’ll keep your records clear and current!
Includes 20 invoices per month with an additional fee of $2.00 per extra invoice.
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Vendor & Client List:
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We’ll maintain a living record of each relationship, complete with payment history and contact details. Clear records, stronger connections, smoother business.
Includes up to 10 vendors. Have more vendors? No problem! Additional $10.00 for every 10 additional vendors.
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Bank Statement Reconciliation:
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We’ll check your bank statement and credit card activity against recorded expenses, ensuring every dollar is accounted for and no detail slips through the cracks.
Includes one bank account and one card, with additional accounts available for just $10.00 each.
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