1 client contact
Up to 50 transactions per month
Up to 2 bank or credit card accounts
1 loan
Standard financial reports
Annual reports for tax prep professional
Monthly phone or video check-in
Initial software setup with QBO
A/R management/invoicing
A/P bill-pay management
Inventory
Payroll
Catch-up
Clean-up
This will be determined based on a number of factors, such as how many accounts will be tracked, number of liabilities, supplemental reports needed, or other added services.
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