Businesses doing 200 Transactions per month - Included in the Platinum Daily Service

Overview

The Platinum Program is designed for businesses that typically process approximately 200 financial transactions or less per month, measured as an average over time.

This feature helps define the ideal fit for the program and ensures that the level of service, workflow structure, and pricing remain aligned with the operational demands of the business.

Core Purpose

The purpose of this feature is to:

• Clearly define the ideal client profile for the Platinum Program

• Align service expectations with transaction activity levels

• Ensure consistent service quality and workflow efficiency

This allows ABBL to maintain high-quality, timely service while supporting businesses at the appropriate level of operational complexity.

What “200 Transactions or Less” Means

The Platinum Program is best suited for businesses where total monthly financial activity typically includes:

• ~200 total transactions per month

• Measured across all bank and credit card accounts combined

• Evaluated using an approximate 90-day rolling average

Transactions include:

• Expenses

• Deposits

• Transfers

• Bills

• Invoices

• Payments

• Journal entries

Why This Matters

Transaction volume is the primary driver of:

• Bookkeeping workload

• Review and reconciliation effort

• Reporting preparation and accuracy

By aligning the program with businesses within this range, ABBL can:

• Maintain daily bookkeeping consistency

• Meet month-end close deadlines

• Deliver accurate and timely financial reporting

Important Clarification

This guideline reflects the ideal fit, not a strict cutoff.

• Temporary increases above 200 transactions may occur without immediate adjustment

• ABBL evaluates activity using a rolling ~90-day average to determine whether increases are sustained

When Adjustments May Be Needed

If transaction volume consistently exceeds this level over time:

• Additional fees may be applied based on transaction volume

• A scope adjustment or program change may be recommended

This ensures that service levels remain aligned with the workload required.

Relationship to Other Features

This feature aligns directly with:

• Daily Real-Time Bookkeeping → workload is driven by transaction volume

• Unlimited Bank Accounts → account count is flexible, but transactions define scope

• Month-End Close & Reporting → timelines depend on manageable transaction volume

Client Responsibilities

Clients are responsible for:

• Understanding how transaction volume impacts service scope

• Communicating anticipated increases in business activity

• Working with ABBL to adjust services as needed

Internal Team Standard

Internally, ABBL is expected to:

• Monitor transaction activity across accounts

• Evaluate trends using a 90-day average

• Maintain service quality within defined workload parameters

• Escalate when sustained increases impact capacity

Client Training Explanation / Key Takeaway

The Platinum Program is best suited for businesses with approximately 200 transactions or less per month.

This allows ABBL to:

• Maintain consistent daily bookkeeping

• Deliver timely and accurate reports

• Provide a high level of service without delays

If your business grows beyond this level, ABBL will work with you to adjust the service appropriately so that quality and timelines remain consistent.