Bronze
$325/month
Up to 2 financial accounts
Up to 100 transactions per month
Request a QuoteFinancial Analysis — Packages
Financial Analysis Packages
Silver
$475/month
Up to 4 financial accounts
Up to 250 transactions per month
Request a QuoteGold
$625/month
Up to 6 financial accounts
Up to 500 transactions per month
Request a QuoteEnterprise
Custom Quote
Customized financial account limits
Customized transaction limits
Request a QuoteWhat's Included
- Income, expense, and profitability analysis
- Review of spending patterns and unnecessary expenses
- Identification of where the business may be losing money
- Specific recommendations for increasing profits
- Written Financial Analysis report with supporting figures
- Prioritized action plan explaining what changes to make
Financial Records Required
If Paper Trail does not handle your bookkeeping, you must provide your own complete, accurate, and up-to-date financial records for us to analyze.
If your financial records are incomplete or require corrections, Bookkeeping Repair is available as a separate service.
Account Activation, billing and service boundaries
Understanding Account Activation and monthly billing
Account Activation is a separate one time charge for each purchased monthly service. It covers establishing the agreed service workflow and activating the account. Monthly subscriptions are billed separately. If you purchase Monthly Bookkeeping and Accounts & Billing together, each service retains its full Account Activation fee and monthly subscription, even when both services use one shared client portal.
After signing the agreement, Account Activation and the first monthly subscription are due within three business days. Paid portal access, onboarding, and service delivery begin after payment. Ongoing subscriptions bill automatically each month on the corresponding service start date. Services are month to month, with 30 days written notice for cancellation. Unpaid invoices may result in a service pause after notice and a five business day opportunity to resolve the failed payment, as described in the agreement.
What these services do not include
Paper Trail does not prepare or file tax returns, provide tax or legal advice, or independently authorize or release client payments. Basic accounts payable and accounts receivable tracking within Monthly Bookkeeping is not the same as active invoice creation, payment reminders, and vendor payment coordination under Accounts & Billing.