Businesses doing 80 Transactions per Month - Included in Gold Weekly Service

Overview

The Gold Program includes support for up to 80 transactions per month, which defines the standard volume of bookkeeping activity included within the weekly workflow.

This transaction capacity allows ABBL to maintain your books on a consistent weekly schedule, ensuring transactions are properly recorded, categorized, and reconciled—keeping your financial records current and ready for reporting.

This feature is designed for growing businesses with moderate transaction volume that require structured, ongoing bookkeeping support.

What Counts as a Transaction

A transaction is defined as any individual financial activity recorded in your accounting system, including:

• Bank and credit card charges

• Deposits and income receipts

• Expense transactions

• Vendor bill payments

• Customer payments

• Transfers between accounts

• Loan payments

• Payroll-related journal entries (when applicable)

Each individual line item recorded in QuickBooks Online counts as one transaction.

What’s Included

• Up to 80 transactions per month processed within the Gold bookkeeping workflow

• Weekly posting and categorization of all included transactions

• Integration with bank feed matching and reconciliation processes

• Inclusion of transactions in weekly updates and month-end reporting

• Ongoing tracking and organization of financial activity

This transaction capacity is built into the overall Gold Program workflow and service structure.

How Transaction Volume Is Determined

Transaction volume is generally based on your recent 90-day average activity and is monitored on an ongoing basis.

This ensures your service level remains aligned with your actual business activity.

What Happens If You Exceed 80 Transactions

If your transaction volume exceeds the included limit:

• Additional transaction capacity may be added through a monthly add-on

• ABBL may recommend a service adjustment if higher volume becomes consistent

Occasional overages may be accommodated within reason, but consistent volume above the limit requires scope adjustment.

What This Feature Is Intended to Do

This feature is designed to:

• Align bookkeeping capacity with your business activity level

• Maintain efficiency within the weekly bookkeeping workflow

• Ensure accurate and timely financial reporting

• Provide a scalable structure as your business grows

What’s Not Included

This feature does not include:

• Unlimited transaction processing

• Significant overages without adjustment to scope

• High-volume bookkeeping requiring daily or near-daily processing

• Backlog cleanup from prior periods outside the included workflow

Client Responsibilities

To support this feature, clients are responsible for:

• Maintaining accurate and connected financial accounts

• Providing complete transaction data and supporting documentation

• Notifying ABBL of significant changes in business activity

• Monitoring growth that may impact transaction volume

Internal Team Execution Standard

Internally, ABBL is expected to:

• Track transaction volume as part of ongoing bookkeeping

• Process transactions within weekly workflow cycles

• Ensure all included transactions are properly categorized and reconciled

• Escalate when transaction volume approaches or exceeds limits

Scope Boundaries & Escalation

This feature may move beyond standard scope when:

• transaction volume consistently exceeds 80 per month

• business activity increases significantly

• additional accounts or systems increase transaction complexity

In these cases, ABBL may:

• apply transaction add-on pricing

• issue a change order

• recommend upgrading to a higher service tier

Why This Matters

Transaction volume directly impacts the time, complexity, and structure of your bookkeeping.

By aligning your service level with your transaction activity, ABBL ensures:

• your books stay accurate and current

• workflows remain efficient

• reporting stays timely and reliable

The Bottom Line

The 80-transaction monthly limit ensures your bookkeeping remains structured, accurate, and scalable—providing the right level of support for your current business activity while allowing room for growth as your needs evolve.