Monthly Bookkeeping Services
Monthly
Annual
2 months free
Compare what’s included
| Feature | Clarity | Insight | Foresight |
|---|---|---|---|
| Dedicated Client Portal | ✓ | ✓ | ✓ |
| Receipt Capture Guidance | ✓ | -- | -- |
| Monthly Reconciliations | ✓ | ✓ | ✓ |
| Categorization & Rules | ✓ | ✓ | ✓ |
| Basic P&L + Balance Sheet | ✓ | -- | -- |
| Monthly Review Call | 30 min | 45 min | 60 min |
| QuickBooks Online Subscription | -- | ✓ | ✓ |
| Receipt Management System | -- | ✓ | ✓ |
| AR/AP Light Support | -- | ✓ | ✓ |
| Enhanced P&L + Balance Sheets | -- | ✓ | ✓ |
| Benchmark & Trend Reports | -- | ✓ | ✓ |
| Quarterly Excise Tax Filing | -- | ✓ | ✓ |
| 1099 Filings Included | -- | 5 included | 10 included |
| Cash Flow Planning | -- | -- | ✓ |
| Budget vs. Actuals | -- | -- | ✓ |
| Pricing & Margin Analysis | -- | -- | ✓ |
| Cash Management Procedures | -- | -- | ✓ |
| Email Support SLA | 48 hrs | 24 hrs | Same day |