TIER 2
Growth Bookkeeping
For established small businesses with employees or active vendor/customer billing.
The Growth plan is built for small businesses that have moved past the basics - you've got employees, regular vendor bills, customer invoices, or sales tax obligations, and you need bookkeeping that keeps pace with day-to-day operations. This plan includes everything in Foundation, plus the active support growing businesses need to stay on top of cash flow and compliance.
What's included
Core bookkeeping services covered under this plan
- 01 Everything in Foundation, plus:
- 02 Reconciliation of up to 5 bank/credit card accounts
- 03 A/P bill pay or A/R invoicing management (1 cycle per week)
- 04 Payroll processing synch & local tax compliance (up to 10 employees)
- 05 California Sales Tax (CDTFA) filing preparation & submission
- 06 Monthly 30-minute financial review call
Plan boundaries
What's factored into this plan's scope
- Up to 200 monthly bank/credit transactions
- Accrual or cash-basis accounting
- Single entity operations
Is Growth the right fit for your business?
Schedule a free 30-minute consultation and we’ll confirm the best plan for you.