Agent Basic Plan


Looking for basic bookkeeping services? Sign up for the Agent Basic Plan today!

This plan is best suited for the minimalistic business seeking leverage for standard bookkeeping features.

The Agent Basic Plan Includes:

  • Initial Business Consultation
  • Monthly Financial Data Entry
  • Monthly Bank Reconciliation
  • Monthly Profit and Loss Statements
  • Monthly Analysis Report
  • Monthly Financial Review Meeting
  • Monthly Xero Subscription

Note: Data entry starts from the date of subscription. Backed data entry pricing will be discussed during your the initial consultation.


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