Keep your financial records organized without getting buried in spreadsheets. This monthly bookkeeping support package is for small businesses that need consistent help tracking income, expenses, receipts, and invoices.

Income and expense categorization for up to 75 transactions

Reconciliation for up to 2 bank or payment accounts

Organized receipts, invoices, and financial records

A simple monthly income-and-expense summary

1 monthly check-in by email or here on contra

Tax filing or tax advice

Payroll

Catch-up bookkeeping for past months

CPA services or financial forecasting

More than 75 transactions or 2 accounts

This service is best for business owners who need reliable record-keeping support before handing information to a tax professional.