Pricing & Plans
Flexible bookkeeping plans designed to
grow with your business.
Note: A one-time setup fee of $150 applies to all new client accounts. This fee is separate from monthly plan pricing.
Pricing Plans
Essentials
Ideal for freelancers, solo entrepreneurs, LLCs with light activity.
$
300
/Monthly
-
Monthly bookkeeping (covers up to 50 transactions with flexibility up to 100 before requiring an upgrade).
-
Reconciliations for one business bank account and one credit card.
-
Monthly financial reports (Profit & Loss, Balance Sheet).
-
Email support.
Get Started
QuickBooks Setup add-on required if not already in place.
Growth
Ideal for growing businesses with multiple revenue streams.
$
500
/Monthly
-
Includes everything in Essentials, plus
-
Monthly bookkeeping (up to 300 transactions).
-
Reconciliations for up to three business bank/credit accounts.
-
Monthly financial reports plus cash flow tracking.
-
Priority email & phone support.
-
Quarterly review call. (30-min Zoom)
Get Started
QuickBooks Setup add-on required if not already in place.
Executive
Ideal for established businesses with more complex accounting needs.
$
1000
/Monthly
-
Includes everything in Growth, plus
-
Customized monthly bookkeeping for unlimited transactions.
-
Reconciliations for all bank, credit, and merchant accounts.
-
Advanced reporting: KPI dashboards, budget vs. actuals.
-
Dedicated account manager.
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Monthly strategy meetings. (60-min Zoom)
-
Includes priority support.
-
Price may increase depending on business complexity.
Get Started
QuickBooks Setup add-on required if not already in place.
Optional Add-Ons
- QuickBooks Setup – $150 (one-time, required if not already set up).
- QuickBooks Cleanup – Custom pricing based on condition.
- Catch-Up Bookkeeping – Custom pricing based on number of months.
- Payroll Setup (Gusto/Relay) – $150 one-time setup.
- 1099 Prep & Filing – $15 per contractor. (Preparation and electronic filing of year-end 1099-NEC forms for independent contractors)