This package is designed for growing small businesses and established sole proprietors with consistent revenue, 2-15 employees, and multiple financial accounts. It's ideal for owners who need more comprehensive financial oversight and strategic insights to support their continued growth.
The following services are offered in the Founders Package;
Record and categorize expenses (limited by account number)
Reconcile bank statements for connected accounts
Generate comprehensive financial reports (Profit & Loss, Balance Sheet, Cash Flow Statement)
Monthly strategic financial review
This package is designed for growing small businesses and established sole proprietors with consistent revenue, 2-15 employees, and multiple financial accounts. It's ideal for owners who need more comprehensive financial oversight and strategic insights to support their continued growth.
The following services are offered in the Founders Package;
Record and categorize expenses (limited by account number)
Reconcile bank statements for connected accounts
Generate comprehensive financial reports (Profit & Loss, Balance Sheet, Cash Flow Statement)
Monthly strategic financial review