Businesses doing 10 Transactions per month - Included in STARTER Annual Service

Designed for Low Transaction Volume (Up to 120 Transactions Per Year)

The Starter program is designed for businesses with simple financial activity, generally averaging:

👉 10 transactions per month (approximately 120 transactions per year or fewer)

This guideline helps ensure the program remains efficient, affordable, and aligned with your business needs.

What Counts as a Transaction

A “transaction” includes any financial activity recorded in your books, such as:

• Expense payments

• Deposits or income received

• Bank or credit card charges

• Transfers between accounts

• Journal entries

• Customer payments

• Bills or invoices (if applicable through add-ons)

Each individual line item recorded in QuickBooks is considered one transaction.

How This Guideline Is Used

The 120 transactions per year threshold is not a strict cutoff, but a capacity guideline used to determine:

• Whether the Starter program is the right fit for your business

• Whether additional work falls outside the standard scope

• When a client may benefit from upgrading to a higher-tier service

What Happens If You Exceed This Volume

If your transaction volume significantly exceeds this guideline:

• Additional work may be billed as a change order

• Your account may require:

  • More time for processing

  • Additional review and reconciliation effort

• ABBL may recommend:

  • Adding services, or

  • Upgrading to a program better suited for your activity level (such as Copper, Gold, or Platinum)

Timing Consideration (Important for Starter Program)

Because bookkeeping in the Starter program is performed once per year, higher transaction volume can:

• Increase the complexity of the year-end process

• Require additional time and cleanup

• Lead to higher likelihood of change orders

Maintaining a low transaction volume helps ensure:

• Timely completion

• Predictable pricing

• Smooth year-end processing

What Is Not Included

• Unlimited transaction processing

• Ongoing monitoring of transaction volume throughout the year

• Automatic adjustment of scope without additional fees

• Absorbing excess workload beyond the intended program design

When You May Need to Upgrade

If your business begins to:

• Process transactions more frequently

• Grow in complexity

• Use multiple accounts or payment systems

• Require more detailed tracking

You may be better served by upgrading to a higher-tier program that includes:

• Ongoing bookkeeping

• Higher transaction capacity

• More active financial support

Why This Feature Matters

This guideline ensures that the Starter program remains:

• Efficient

• Cost-effective

• Properly aligned with simple business operations

By keeping transaction volume within this range, ABBL can deliver accurate, professional bookkeeping without unnecessary complexity or cost.