What is included for your business in the Essential Foundation service is monthly bank & credit card reconciliations (1–2 accounts), Categorization of transactions, Monthly financial statements (P&L + Balance Sheet), Chart of accounts setup or light cleanup, Email support (limited, e.g., 48-hour response), and Sales Tax tracking (but not filing).
What is included for your business in the Essential Foundation service is monthly bank & credit card reconciliations (1–2 accounts), Categorization of transactions, Monthly financial statements (P&L + Balance Sheet), Chart of accounts setup or light cleanup, Email support (limited, e.g., 48-hour response), and Sales Tax tracking (but not filing).