Businesses doing 40 Transactions per month - Included in Bronze Monthly Program

Purpose

The Bronze program is designed for businesses with lower transaction volume, allowing for consistent monthly bookkeeping without unnecessary complexity. The 40-transaction limit helps define the appropriate scope of work while ensuring your service remains efficient, accurate, and scalable.

What’s Included

The Bronze program includes up to 40 total transactions per month, based on a rolling 90-day average of activity.

Transactions may include:

• Expenses and purchases

• Deposits and income activity

• Transfers between accounts

• Journal entries

• Other standard bookkeeping entries

This limit is used to align your service level with the actual volume of activity in your business.

How Transaction Volume Is Measured

Transaction volume is evaluated using a 90-day rolling average, not a single month.

This means:

• Occasional spikes above 40 transactions will still be processed

• Your service level is adjusted based on consistent trends over time

• Pricing remains stable and reflective of your true business activity

What ABBL Does Internally

ABBL will:

• Process all transactions for the month as part of your bookkeeping workflow

• Monitor your transaction volume over time

• Evaluate whether your activity aligns with the Bronze scope

• Notify you if your transaction volume consistently exceeds the included range

This ensures your books stay up to date while maintaining proper service alignment.

When Transaction Volume Exceeds 40

If your transaction volume begins to exceed 40 per month:

• ABBL will continue completing your monthly bookkeeping work

• Additional effort may result in a change order for out-of-scope work

• Your transaction volume will be reviewed over a 90-day period

• If the higher volume continues, you may need:

  • A transaction add-on, or

  • An upgrade to a higher-tier program

This approach ensures flexibility in the short term and proper alignment in the long term.

Client Responsibilities

The client is responsible for:

• Understanding that transaction volume directly impacts scope and pricing

• Communicating with ABBL if business activity is expected to increase

• Reviewing recommendations if volume trends exceed the Bronze threshold

What Is Not Included

This feature does not include:

• Unlimited transaction processing

• Ongoing support for consistently high transaction volume within Bronze pricing

• Complex or high-volume bookkeeping workflows beyond the defined scope

When a Change Order or Upgrade May Apply

A change order or upgrade may be required if:

• Transaction volume consistently exceeds 40 per month

• Additional time is required to process increased activity

• Business operations grow in complexity alongside transaction volume

Why This Matters

Transaction volume is one of the primary drivers of bookkeeping workload.

By setting a clear monthly threshold, the Bronze program ensures your service is properly aligned with your business size—keeping your books accurate without overcomplicating your processes.

As your business grows, this structure allows your accounting support to scale with you in a predictable and transparent way.

The Bottom Line

The 40-transaction guideline keeps your bookkeeping efficient, affordable, and aligned with your current stage of business.

As your activity increases, ABBL will help you scale your services appropriately—so your financial systems grow alongside your business.