Simple, transparent pricing designed around the size and support needs of your business.
STARTER PLAN
Starting at $400/month
Best for:
Solo business owners or very small businesses with lower transaction volume who need consistent, reliable bookkeeping.
Includes:
✔ Monthly transaction categorization
✔ Bank & credit card reconciliations (up to 2 accounts)
✔ Monthly financial reports (Profit & Loss, Balance Sheet)
✔ Basic email support
✔ Year-end financials prepared for your tax professional
Transaction Volume:
Up to 100 transactions per month
Not Included (but can be added):
Accounts payable/receivable tracking
Payroll coordination
Catch-up or cleanup work
GROWTH PLAN (Most Popular)
Starting at $600/month
Best for:
Growing businesses that need more visibility, structure, and ongoing support.
Includes everything in Starter, plus:
✔ Accounts payable tracking (bills & outgoing payments)
✔ Accounts receivable tracking (invoices & incoming payments)
✔ Cash flow monitoring
✔ Up to 3–4 financial accounts reconciled
✔ Monthly review check-in (email or quick call)
✔ Priority email support
Transaction Volume:
Up to 300 transactions per month
Optional Add-Ons:
Payroll coordination
1099 preparation support
Historical cleanup
ESTABLISHED PLAN
Starting at $900+/month
Best for:
Established businesses with higher transaction volume that want hands-on, high-touch support.
Includes everything in Growth, plus:
✔ Payroll coordination (ADP, Paychex, etc.)
✔ 1099 preparation support
✔ Monthly financial review with insights
✔ Higher volume account management
✔ Priority scheduling and communication
✔ Ongoing financial organization and process support
Transaction Volume:
Up to 600 transactions per month
Ideal For:
Multi-service businesses
Teams with multiple revenue/expense streams
Businesses ready for consistent financial oversight