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Basic - Starting at $400/mo | Standard - Starting at $750/mo | Premium - Starting at $1,200/mo | |
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Transaction Volume | Categorization of up to 100 transactions per month | Categorization of 100-200 transactions per month | Categorization of 200-400 transactions per month |
Bank and Credit Card Accounts | Reconciliation of 1 or 2 bank and credit card accounts | Reconciliation of 3 or 4 bank and credit card accounts | Reconciliation of 5+ bank and credit card accounts |
Third Party Apps | No third party apps (all income comes through QBO, checks or cash deposits) | 1 third party app | 2+ third party apps |
Current Loans or Liabilities | No active loans or liabilities | Tracking of 1 or 2 active loans or liabilities | Tracking of 3+ active loans or liabilities |
Monthly Financial Reports | Profit & Loss Balance Sheet | Profit & Loss Balance Sheet | Profit & Loss Balance Sheet Custom Reporting |
*Payroll Data Entry | No W2 employees, 1099 contractors only | W2 employees - data entry for biweekly payroll | W2 employees - data entry for weekly payroll |
Sales Tax Requirements | No sales tax requirements | Required to collect and remit sales tax in 1 state | Required to collect and remit sales tax in multiple states |