Growth

My Growth monthly bookkeeping plan is designed for established small businesses that send invoices, pay contractors, or collect sales tax and need more than simple transaction tracking. If you run up to 250 transactions each month and use up to three bank or credit card accounts, this plan keeps your back office organized while you stay focused on customers and revenue.

You receive everything included in my Starter plan-monthly categorization, reconciliations, Profit & Loss and Balance Sheet reports, secure document storage, and a clean year‑end tax package-plus the extra support that growing operations rely on. I track your customer invoices and accounts receivable so you can see who has paid, who is late, and how much cash you can expect in the door. For businesses working with contractors, I monitor vendor payments for 1099 reporting, reducing the January scramble.

If you collect sales tax, I track taxable sales and the tax you owe, making sales and use tax filing faster and less stressful. Each month, your books stay tax‑ready, whether I handle your tax preparation services or coordinate with another preparer.

Growth plan clients receive faster, one‑business‑day email support, so you get timely answers when something new pops up-a loan, a new payment processor, or a change in how you get paid. You also get quarterly review calls where I walk through your financial statements, highlight trends, and flag anything that might impact cash flow or estimated taxes.

When your business expands beyond this level-more accounts, more frequent reporting, or detailed cash flow needs-you can transition smoothly into my Premier plan, keeping the same bookkeeping professional who already understands how your business works.