Standard - Monthly Subscription

Let us take the reins on your financial management so you can stay focused on your horses. Our comprehensive monthly bookkeeping package is tailored for equine professionals who need accuracy, organization, and peace of mind.

What’s Included:

• Reconciliation of up to 4 bank/credit card accounts (with auto-feed)

• Coding and posting of up to 60 manual transactions per month

• Recording of manual checks, auto bank debits, and miscellaneous cash purchases

• Fixed asset tracking and management

• Accounts Payable: bill posting, payment setup, vendor onboarding, and 1099 validation

• Accounts Receivable: recurring invoice creation and email campaigns to encourage prompt payments

• Full reconciliation of all financial statement accounts

• W-9 processing support

• Monthly or quarterly financial reports

• Chart of Accounts maintenance

• Monthly 60-minute review call to walk through your financials

• Year-end package for your tax preparer, including 1099 preparation (non-filing)

• *Must have user access setup online for this service*