Bookkeeping Plans Compared
See all features side-by-side to find the perfect plan for your business needs.
Choosing the right bookkeeping plan shouldn't be complicated. Below you'll find a detailed comparison of our four service tiers, from Essential for businesses just getting started to Enterprise for companies with complex financial needs. Each plan includes core services like monthly reconciliation and financial statements—the difference is in the level of support and additional features.
All plans come with no long-term contracts. You can upgrade, downgrade, or cancel anytime. We believe in earning your business month after month, not locking you into commitments that don't fit your needs.
Feature Comparison
Everything you need to know about each plan at a glance
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| Feature | Essential $199/mo | Growth $399/mo | Professional $599/mo | Enterprise Custom |
|---|---|---|---|---|
| Transactions/Month | 50 | 150 | 300 | Unlimited |
| Bank Reconciliation | ✓ | ✓ | ✓ | ✓ |
| Financial Statements | Monthly | Monthly | Monthly | Weekly |
| QuickBooks Management | ✓ | ✓ | ✓ | ✓ |
| A/P & A/R Tracking | — | ✓ | ✓ | ✓ |
| Expense Categorization | Basic | Full | Full | Full |
| Cash Flow Monitoring | — | ✓ | ✓ | ✓ |
| Payroll Support | — | — | ✓ | ✓ |
| Tax Prep Support | — | — | ✓ | ✓ |
| Dedicated Bookkeeper | — | — | ✓ | ✓ |
| Review Calls | — | Quarterly | Monthly | Weekly |
| Multiple Entities | — | — | ✓ | ✓ |
| CFO Advisory | — | — | — | ✓ |
| Get Started | Get Started | Get Started | Request Quote |
Which Plan Fits Your Business?
Not sure which plan is right for you? Here's a quick guide based on business type and needs.
Essential
$199/month
Perfect for solopreneurs, freelancers, and new businesses with simple finances.
- Under 50 monthly transactions
- Single bank account and credit card
- No employees or contractors
- Service-based businesses
- Just need books organized for taxes
Growth
$399/month
Ideal for growing businesses that need to track cash flow and manage invoicing.
- 50-150 monthly transactions
- Multiple bank accounts or cards
- Send invoices to clients
- Need A/P and A/R tracking
- Want regular financial insights
Professional
$599/month
Built for established businesses with employees and complex financial needs.
- 150-300 monthly transactions
- Employees or regular contractors
- Need payroll coordination
- Tax planning is important
- Want a dedicated bookkeeper
Enterprise
Custom Pricing
Designed for complex businesses requiring CFO-level insights and support.
- 300+ monthly transactions
- Multiple business entities
- Need strategic financial guidance
- Complex reporting requirements
- Want weekly financial reviews
Ready to Get Your Books in Order?
Choose your plan and start with a free consultation. No obligation, no pressure.
All plans are month-to-month. No long-term contracts.