Find Your Perfect Fit
Clear, transparent pricing for every stage of business growth. No hidden fees, no surprises.
Every business has different bookkeeping needs. Whether you are a solopreneur just starting out or running a complex operation with multiple revenue streams, we have a package designed specifically for you. Each package includes everything you need to maintain accurate, organized financial records.
Not sure which package is right for you? We are happy to help you evaluate your needs during a free consultation.
Essential - $199/month
Best for: Solopreneurs, freelancers, and very small businesses
The Essential package is designed for businesses with straightforward finances and lower transaction volumes. If you are a freelancer, consultant, or solo business owner handling fewer than 50 transactions per month, this package keeps your books clean without breaking the bank.
What is Included
Up to 50 Transactions per Month
A transaction is any money coming in or going out of your business - a payment from a client, a software subscription charge, or a supply purchase. If you have a relatively simple operation with occasional client payments and regular business expenses, 50 transactions typically covers your needs.
Bank Reconciliation
We make sure your books match your bank statements. Every month, we compare what your accounting software says happened with what actually happened in your bank account. This catches errors, identifies missing transactions, and ensures your financial records are accurate.
Monthly Financial Statements (P&L, Balance Sheet)
You receive two key reports each month: Your Profit & Loss statement shows how much money you made, how much you spent, and whether you turned a profit. Your Balance Sheet shows what your business owns, what it owes, and your overall financial position. These reports help you understand your business health at a glance.
QuickBooks Online Management
We work directly in QuickBooks Online to manage your books. If you do not have QuickBooks set up yet, we can help you get started. We keep your chart of accounts organized, ensure proper categorization, and maintain your accounting software so it stays useful and accurate.
Growth - $399/month
Best for: Growing small businesses with 1-5 employees
The Growth package is built for businesses that have moved beyond the startup phase. You have regular clients, perhaps a team member or two, and your finances are becoming more complex. This package adds proactive financial monitoring and more hands-on support.
Everything in Essential, Plus:
Up to 150 Transactions per Month
As your business grows, so does your transaction volume. More clients, more expenses, more financial activity. This package handles the increased complexity that comes with a thriving business.
Accounts Payable/Receivable Tracking
Accounts payable means money you owe to others (bills waiting to be paid). Accounts receivable means money others owe you (invoices waiting to be collected). We track both so you always know who you need to pay and who needs to pay you. No more scrambling to remember if that invoice was sent or that bill was paid.
Expense Categorization
We organize your expenses into meaningful categories - office supplies, software subscriptions, travel, marketing, and more. This organization is essential for understanding where your money goes, finding tax deductions, and making smarter business decisions. No more guessing at tax time.
Cash Flow Monitoring
Cash flow is the lifeblood of any business - it is the money moving in and out over time. We keep an eye on your cash flow patterns to help you avoid surprises. You will know if a slow month is coming so you can plan accordingly, or if it is safe to make that equipment purchase.
Quarterly Review Calls
Four times a year, we schedule a call to review your numbers together. We will discuss your financial performance, answer questions, identify trends, and help you plan for the coming quarter. It is like having a financial advisor on your team.
Professional - $599/month
Best for: Established businesses with multiple revenue streams
The Professional package is for businesses that need comprehensive financial management. Whether you run multiple business entities, have employees on payroll, or simply want more strategic financial guidance, this package provides the full support you need.
Everything in Growth, Plus:
Up to 300 Transactions per Month
High-volume businesses need robust bookkeeping support. With up to 300 transactions per month, you have room for complex operations - multiple client payments, vendor relationships, payroll entries, and more.
Multiple Accounts/Entities
Running more than one business? Have separate accounts for different purposes? We manage bookkeeping across multiple bank accounts, credit cards, and even separate business entities. Everything stays organized and properly separated for clean record-keeping.
Payroll Support
When you have employees, payroll adds complexity to your books - wages, taxes, benefits, and more. We ensure your payroll entries are recorded correctly, taxes are tracked, and your labor costs are properly categorized. This keeps your books accurate and makes tax time smoother.
Tax Preparation Support
We prepare everything your CPA or tax preparer needs at year-end. Clean, reconciled books, organized expense reports, 1099 information for contractors, and all the documentation needed for a smooth tax filing. No more last-minute scrambles or missing paperwork.
Dedicated Bookkeeper
You get a single point of contact who knows your business inside and out. Your dedicated bookkeeper understands your unique situation, remembers your preferences, and provides personalized service. No more explaining your business to someone new every time you have a question.
Monthly Strategy Calls
Every month, we connect to review your financials and discuss strategy. These are not just status updates - they are planning sessions where we help you use your financial data to make better business decisions. It is like having a fractional CFO in your corner.
Enterprise - Custom Pricing
Best for: Complex businesses with rapid growth
The Enterprise package is tailored for businesses with sophisticated financial needs. If you have high transaction volumes, multiple locations, complex inventory, or need CFO-level guidance, we build a custom solution around your specific requirements.
Comprehensive Financial Partnership:
Unlimited Transactions
No caps, no overages. Whether you process hundreds or thousands of transactions per month, we handle it all. Your business can scale without worrying about bookkeeping limitations.
Full Financial Management
This goes beyond basic bookkeeping. We handle every aspect of your financial operations - from day-to-day transaction processing to complex account reconciliations, inter-company transactions, and everything in between. Think of it as outsourcing your entire accounting department.
CFO Advisory Services
Get strategic financial guidance typically reserved for large corporations. We help with financial forecasting, budget development, profitability analysis, and strategic planning. Our advisory services help you understand not just what happened, but what it means for your future and what actions to take.
Custom Reporting
Standard reports do not always tell the full story. We create custom reports tailored to your business - whether you need department-level profitability, project-based cost tracking, investor-ready financials, or industry-specific metrics. You get the insights you need in the format that makes sense for you.
Frequently Asked Questions
Ready to Get Your Books in Order?
Schedule a free consultation to discuss your business needs and find the perfect bookkeeping package.
No commitment required - just a conversation about your needs