Month-End Bronze Financials — Reconciled & Delivered by the 20th

Stay on top of your numbers with reliable monthly reporting. With our Bronze plan, we post all transactions, reconcile your bank, credit card, and loan accounts, and prepare your Cash Basis financials by the 20th of each month.

Your financial report package includes:

• Profit & Loss

• Balance Sheet

• Sales by Customer Summary

• Expense by Vendor Summary

• Uncategorized Transactions Report

• General Ledger (up to 200 transactions)

• Reconciliation Summary

• Reconciliation Detail

Need visibility into Accounts Receivable and Accounts Payable?

AR & AP Aging Reports can be added to your service anytime.

Benefits

External: Monthly financial statements show exactly where your business stands.

Internal: Confidence to make informed decisions month after month.