Everything in Core, plus up to 6 accounts & higher transaction volume​

Deeper A/P: vendor lists, bill scheduling, weekly pay lists​

Deeper A/R: recurring invoices, overdue reminders​

Monthly clean-up for errors/old transactions​

Chart of accounts reviews & bank rules setup​

Deliver P&L, Balance Sheet, cash summary, aging reports, sales tax summary​

Quarterly trends review & year-end tax package

Everything in Starter, plus up to 4 accounts (incl. PayPal/Stripe)​

Track A/P: enter/code vendor bills, mark as paid​

Track A/R: create/send invoices, apply payments, aging report​

Sales tax summaries for your tax pro (no filing)​

Post payroll journal entries from your payroll service​

Deliver P&L, Balance Sheet, A/R & A/P aging reports​

Monthly cash flow overview email

Connect and reconcile up to 2 bank/credit card accounts in QuickBooks Online​

Categorize all transactions using a simple chart of accounts​

Record owner draws and basic transfers​

Deliver monthly Profit & Loss and Balance Sheet by the 10th​

Email summary of issues like missing statements or unusual charges