TIER 3
Advanced Bookkeeping
For high-volume or multi-entity businesses needing high-touch support.
The Advanced Bookkeeping plan is built for complex, fast-moving businesses — multiple entities, high transaction volume, job or department-level tracking, or simply more moving pieces than a standard bookkeeping plan can handle. This plan includes everything in Growth, plus the detailed, high-touch support that growing and complex businesses rely on to stay organized and audit-ready.
What's included
Core bookkeeping services covered under this plan
- 01 Everything in Growth, plus:
- 02 Reconciliation of up to 10 bank/credit card accounts (or across multiple entities)
- 03 Full-service accounts payable and accounts receivable management
- 04 Advanced job, class, and department costing and tracking
- 05 Multi-entity bookkeeping (separate, well-organized books per entity
- 06 Custom financial reporting package (P&L by class/location, AP/AR aging, etc.) call
- 07 Monthly 30-minute review call to walk through reports
- 08 Liaison support for CPAs and auditors during tax season or audits (providing records and reports as requested)
Plan boundaries
What's factored into this plan's scope
- Up to 450 monthly bank/credit transactions
- Accrual or cash-basis accounting
- Up to 25 employees on payroll (payroll recording, not processing or strategy)
Is Advanced the right fit for your business?
Schedule a free 30-minute consultation and we’ll confirm the best plan for you.