Bank / Credit Card / Loan Accounts to Reconcile – 3 Included

This plan includes reconciliation for up to three bank or credit card accounts, ensuring your core financial activity is maintained with accuracy month after month. If your business manages more accounts, additional bank, credit card, or loan accounts can be added for a monthly fee per account, allowing your bookkeeping support to expand as your operations grow.

To help you keep costs low, discounts are offered when statement access is provided or documents are uploaded by the 5th of the month. If access is not granted or uploads are delayed, convenience fees may apply due to the extra handling required.

Benefits

External: Expands coverage across multiple accounts for a more complete, reliable financial picture.

Internal: Peace of mind knowing every transaction is accounted for—nothing falls through the cracks.

The Bottom Line

This tier gives growing businesses the flexibility to manage multiple financial accounts with structure and ease. With timely uploads and access, you save money and keep your reconciliation running smoothly, building a cleaner, more transparent financial foundation month after month.