Choose the Level of Support Your Business Needs
Clear pricing. Practical solutions. The right level of support to keep your books accurate, organized, and ready for what's next.
Book a Free ConsultationReply within 1 business day Compare plansTransparent PricingFixed monthly plans. Cleanup quoted upfront.
Flexible OptionsAdd services as you grow.
Real SupportFrom a bookkeeping partner who understands your business.
Bookkeeping Support That Fits Your Business
Choose the level of bookkeeping, reporting, payroll, and financial support that matches where your business is today.
Bank Account
Card Account
What's included?
- Monthly bookkeeping
- Bank & credit card reconciliation
- Business and personal card spending kept separate
- Clean expense categorization
- Bank feed review for duplicates and sync errors
- Monthly Profit & Loss Statement
- Balance Sheet
- Payroll tracking (0–5 employees)
- Email support
Bank Accounts
Card Accounts
What's included?
- Business bank-feed integration
- Automated transaction matching to reduce manual entry
- Monthly P&L with easy video overview
- Month-over-month comparison with short notes on what changed
- Accounts Payable (A/P) workflow setup
- Accounts Receivable (A/R) workflow setup
- Payroll tracking system integration (0–5 employees)
- Independent contractor tracking & 1099 preparation support
- Monthly check-in, priority support (reply within 1 business day)
Bank Accounts
Card Accounts
What's included?
- Advanced expense categorization
- Cash flow reporting & analysis
- Custom KPI tracking
- Automated performance reports for management
- Quarterly financial performance review
- Quarterly strategic advisory call
- Payroll for 6+ employees
- Review of your software and integrations (API connections where supported)
No long-term contracts. Cancel or change your plan anytime.
First payment by secure online checkout. After that, a monthly invoice paid by bank transfer (ACH or Wise).
Every business receives an estimate built around its own needs.
The plans above are standard pricing to show where your business fits. Your final estimate reflects your accounts, transaction volume, payroll and the condition of your books.
- Real estateby properties and units
- E-commerceby sales channels, such as Shopify and Amazon
- Multi-locationby locations and entities
Payroll in these plans covers recording and reconciling payroll in your books. Running payroll and filing payroll taxes is quoted separately for your business.
| PACKAGE COMPARISON A quick look at what's included in each plan. | Bank Accounts | Credit Cards | Payroll tracking (Employees) | Meetings | Reporting | Support |
|---|---|---|---|---|---|---|
| Essential | 1 | 1 | 0 - 5 | Monthly summary | Standard | |
| Growth | 2 | 2 | 0 - 5 | Monthly check-in | Expanded | Priority |
| Complete | 3 | 3 | 6+ | Monthly + quarterly strategy | Advanced | Priority |
What You Get, What Costs Extra, What We Don’t Do
Quick guide: one bank account, one credit card and up to 5 employees fits Essential. Two of each, with payables and receivables, fits Growth. Three of each, or 6 or more employees, fits Complete.
In your plan
- Monthly bookkeeping and reconciliation
- Profit & Loss and Balance Sheet each month
- Payroll recorded in your books
- Reports for your CPA or tax preparer
- Email support, priority on Growth and Complete
Extra, priced separately
- QuickBooks cleanup and catch-up (fixed written quote)
- Accounting setup
- Sales tax filing support (priced per state)
- 1099 filing
- Running payroll and payroll taxes
- Extra bank or card account: $50 a month each
- Extra employees: $15 a month each
- High-volume support: $150 to $250 a month
Not offered
- Income tax returns
- Audit, review or assurance work
- Legal advice
- Moving your money, apart from payroll you ask us to run
Let's get you back on track.
Behind, mixed with personal spending, or full of errors? We start with a Diagnostic File Review, then quote a fixed price based on what we find. Cleanup is priced per month of backlog. For example, 6 months behind is about $2,100 to $3,000. Send us your statements to start with a Diagnostic File Review ($200 to $300, credited in full to your cleanup). You then get a fixed written quote.
When Your Books Need More Than a Monthly Package
From historical cleanup and accounting setup to year-end and compliance support, we can handle the work that falls outside your regular bookkeeping plan.
Flexible add-ons to support your growth. Pay only for what you need.
Additional Bank Account
Add additional bank accounts to your existing bookkeeping package without moving to a higher plan.
Additional Credit Card Account
Keep additional business credit cards organized, reconciled, and properly maintained.
High-Volume Bookkeeping Support
Additional support for businesses with higher-volume transactions and payment platforms.
Additional Payroll Employees
Add employees beyond the number included in your selected bookkeeping package.
Let us handle the busy work so you can focus on growing your business.
Full-Service Accounts Payable
We manage your bill-pay workflow, vendor records, approvals, and payment scheduling.
Full-Service Accounts Receivable
We handle invoicing, payment application, outstanding receivables, and customer follow-ups.
Sales Tax Preparation & Filing
Support for organizing, preparing, and filing sales tax obligations on a monthly or quarterly basis.
Get your books set up, cleaned up, and optimized for long-term accuracy.
Diagnostic File Review
A comprehensive review of your QuickBooks or accounting file to identify issues and opportunities before ongoing work begins.
Historical Cleanup & Catch-Up
Get months or years of disorganized or overdue bookkeeping reviewed, reconciled, corrected, and brought up to date.
Accounting System Migration & Setup
Move from spreadsheets or another system to a mainstream platform with organized accounts, connected banks, and structured workflows.
Stay compliant and confident during tax season and year-end.
CPA-Ready Package
Prepare your books and year-end financial information for your CPA, including adjusting entries, balance sheet tie-outs, and clear communication to make tax time smoother and stress-free.
1099 Preparation & Filing
Organize contractor payment data and required documentation, prepare 1099 forms, and support electronic filing for year-end reporting.
Questions Owners Often Ask
Plans, add-ons, billing and contracts, answered in one place.
You don't have to figure it out alone.
We review your setup and books, then recommend the right level of support. Need extra accounts, payroll, cleanup or A/P and A/R? We add only what you need.