Category (A)
$75per month
- A/R (up to 5 invoices per month) -or-
- A/P (up to 5 bills per month) -or-
- Payroll with Gusto (up to 2 salary employees) -or-
- Additional bank or credit card account (up to 50 additional transactions) *This does not include Stripe or PayPal -or-
- 1099 filings (up to 10 contractors per year) – or-
- Annual or quarterly sales tax filing -or-
- Monthly client hourly time billing (up to 3 clients) -or-
- Monthly employee expense reimbursement (amount provided by the client) -or-
- Quarterly meetings to review reports with a bookkeeper (up to 5hrs per year)
Category (B)
$110per month
- A/R (up to 10 invoices per month) -or-
- A/P (up to 10 bills per month) -or-
- Payroll with Gusto (up to 1-5 salary or hourly employees) -or- *hours must be reported and approved through Gusto -or-
- Additional bank or credit card account (up to 100 additional transactions) *This does not include Stripe or PayPal -or-
- Weekly standard financial reports -or-
- 1099 filings (up to 10-20 contractors per year) -or-
- Monthly sales tax filing -or-
- Monthly customized financial reports (up to 4 reports) -or-
- Monthly client hourly time billing (3-6 clients) -or-
- Monthly employee expense report management with Expensify (1-5employees) -or-
- HR facilitation through Gusto Concierge management (1-5 employees) -or-
- Bi-weekly employee expense reimbursement submission *amounts provided by the client (1-5 employees) -or-
- Monthly meetings to review reports with a bookkeeper(up to 1hrs per month) -or-
- Job -or- Class -or- Location -or- Project Cost Tracking (up to 250 transactions per month)
Category (C)
$225per month
- A/R (up to 15 invoices per month) -or-
- A/P (up to 15 bills per month) -or-
- Payroll with Gusto (up to 6-10 salary or hourly employees) -or- *hours must be reported and approved through Gusto -or-
- Additional bank or credit card account (up to 200 additional transactions) *This does not include Stripe or PayPal -or-
- Weekly customized financial reports -or-
- 1099 filings (up to 30-50 contractors per year) -or-
- DBA’s with different location tracking -or-
- Monthly client hourly time billing (7-10 clients) -or-
- Managing budgets monthly -or-
- Weekly meetings to review reports with a bookkeeper (up to 1.5 hrs per month)