Choose Your Perfect Plan
Flexible pricing designed to grow with your business
Startup
Perfect for new businesses getting their foundation right
per month
- Up to 100 monthly transactions
- Monthly bank reconciliation
- Financial statements (P&L, Balance Sheet)
- Accounts payable & receivable
- Monthly financial review
- Email & phone support
- QuickBooks Online integration
- Tax preparation assistance
Growth
Ideal for scaling businesses with increasing complexity
per month
- Up to 250 monthly transactions
- Weekly bank reconciliation
- Comprehensive financial statements
- Full accounts management
- Payroll processing support
- Bi-weekly financial review calls
- Priority support
- Custom financial dashboards
- Cash flow forecasting
- Tax preparation & planning
Established
Comprehensive solution for mid-size companies
per month
- Up to 500 monthly transactions
- Real-time bank reconciliation
- Advanced financial analysis & reporting
- Full accounts & payroll management
- Weekly financial strategy calls
- Dedicated bookkeeper & CFO support
- Priority 24/7 support
- Multi-location/entity support
- Budget planning & variance analysis
- Strategic growth consulting
One-Time Services
Need help with a specific project? We offer specialized one-time services to get your books in order.
Catch-Up & Clean Up
Get your books up-to-date and accurate
one-time fee
- Historical transaction cleanup
- Account reconciliation
- Error correction & adjustments
- Financial statement preparation
- Up to 6 months of records
Startup Setup
Launch your business with proper systems in place
one-time fee
- Accounting software setup
- Chart of accounts creation
- Process & workflow design
- Training session (2 hours)
- Best practices documentation
Need a Custom Solution?
Every business is unique. If our standard plans don’t quite fit, let’s create a custom package tailored specifically to your needs.
Contact Us for Custom PricingFrequently Asked Questions
Monthly transactions include all your business income, expenses, bank deposits, withdrawals, credit card transactions, invoices, and bills. Each transaction that needs to be categorized and recorded counts toward your monthly limit.
Absolutely! As your business grows or your needs change, you can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
We primarily work with QuickBooks Online, Xero, and FreshBooks. If you use different software, contact us to discuss compatibility and integration options.
We offer month-to-month service with no long-term contract required. However, annual plans require a 12-month commitment and offer a 15% discount.
If you consistently exceed your plan’s transaction limit, we’ll reach out to discuss upgrading to a plan that better fits your needs. We want to ensure you receive the attention and service your business deserves.
We provide tax preparation assistance, which includes organizing your financial records and preparing documents for your tax preparer or CPA. We work closely with your tax professional to ensure everything is ready for filing.