Bank, Credit Card, Loan Accounts to Reconcile – 1 Included

(For Starter Annual Subscription)

Our Starter Annual service includes reconciliation for up to 1 bank or credit card account, ensuring your core financial account is accurately tracked and reconciled.

Additional bank, credit card, and/or loan accounts can be added for an additional monthly fee per account.

Discounts are offered for granting timely access to statements by the 5th of the month following year-end. Convenience fees apply if access is not provided or statements are not uploaded on time.

Benefits

• External: Focused bookkeeping that covers your core accounts affordably.

• Internal: Clarity and simplicity from keeping your financial system lean.

Key Takeaway:

Reconciliation of your main account ensures your finances are accurate, organized, and ready for year-end reporting, providing confidence without unnecessary complexity.