Businesses Doing Gross Sales per Year at or below $120,000

Designed for Businesses with Annual Gross Sales of $120,000 or Less

The Starter program is designed for businesses generating approximately:

👉 $120,000 per year in gross sales or less

This guideline helps ensure that the level of service, transaction volume, and overall complexity of your business remain aligned with the scope and pricing of the Starter program.

What “Gross Sales” Means

Gross sales refers to:

• The total revenue collected or earned by your business before expenses

• All income deposited into your business accounts, including:

  • Product or service sales

  • Client payments

  • Other operating income

This figure is typically reflected in your top-line revenue on the Profit & Loss statement.

How This Guideline Is Used

The $120,000 threshold is a fit indicator, not a strict limitation. It is used to:

• Determine whether the Starter program is appropriate for your business

• Align your service level with expected transaction volume and complexity

• Help identify when additional support or a higher-tier program may be needed

Why Revenue Matters for This Program

As revenue increases, businesses typically experience:

• Higher transaction volume

• More financial complexity

• Increased need for tracking, reporting, and oversight

The Starter program is intentionally designed for businesses that:

• Have relatively simple financial activity

• Do not require ongoing bookkeeping or real-time financial visibility

• Primarily need year-end compliance and reporting

What Happens If You Exceed This Level

If your business grows beyond this range:

• You may begin to:

  • Exceed the included transaction volume

  • Use multiple accounts

  • Require more frequent support or reporting

• This may result in:

  • Additional fees (change orders), or

  • A recommendation to upgrade to a higher-tier program

Not a Hard Cap—But a Strong Indicator

Exceeding $120,000 in annual sales does not automatically disqualify you from the Starter program.

However, it is a strong signal that:

• Your business may be outgrowing the simplicity this program is designed for

• A higher level of service may provide better efficiency, visibility, and long-term value

When You May Benefit from Upgrading

You may want to consider upgrading if:

• Your revenue continues to grow year over year

• Your financial activity becomes more complex

• You need:

  • Monthly or real-time financials

  • Cash flow visibility

  • Accounts receivable or payable tracking

Why This Feature Matters

This guideline helps ensure that:

• Your service level matches your business needs

• Your bookkeeping remains efficient and cost-effective

• You are positioned to scale into the right level of support as you grow

The Starter program is built to support you at the early stage of your business—and to provide a clear path forward as your success expands.