BRONZE MONTHLY PROGRAM

Monthly Momentum. Consistent Clarity. Smarter Decisions.

What You’ll Gain

💠 Consistent Financial Clarity
A steady monthly rhythm of bookkeeping and review keeps your numbers clean, clear, and ready for decision-making.
Includes: Monthly Bookkeeping, Cash Basis Accounting, and Accountant Review

💠 Personalized Support and Oversight
Your dedicated bookkeeper and review manager ensure accuracy and compliance while keeping your financials organized.
Includes: Dedicated Bookkeeper + Accountant Review Manager

💠 Simplified Systems and Smooth Operations
Your Qount client portal and HubDoc integrations keep your accounting connected and automated.
Includes: Client Portal Access + HubDoc + Document Attachment in QuickBooks

💠 Ready for Tax Time and Growth
Your books stay tax-ready and structured to scale as your business grows.
Includes: Year-End Financial Reports + Reconciliations + Secure Document Storage

💠 Built for Growing Small Businesses
Ideal for businesses with up to 3 accounts, around 40 transactions per month, or under $300K in annual revenue.
Includes: Up to 3 Bank or Credit Card Accounts + Scheduling Assistant