• Bank/credit reconciliations

• Categorization & rules

• Receipt workflow (paperless)

• Monthly P&L & balance sheet

• Quarter-end checkups

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Best for: service businesses that want hands-off accuracy.

• Fix duplicates & misposts

• Re-map chart of accounts

• Reconcile by month

• Sales tax & payroll review

• Prep for tax filing

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Best for: behind on books or switching tools.

• COA built for your model

• Bank feeds + rules

• Receipt capture & automations

• Report templates & training

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Best for: new files or migrations from spreadsheets.

• Year-end close & adjustments

• Business returns (LLC, S-Corp, C-Corp, Partnership)

• Quarterly estimates & reminders

• Coordination with payroll & sales tax

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Best for: owners who want no April surprises.