Know what you will pay before you start
No hourly surprises. These are typical packages, and after your free call you get an exact fixed-fee quote for your business, in writing.
Essentials
For sole proprietors and early-stage businesses.
$249 per month
- Monthly bookkeeping, up to 100 transactions
- Profit and loss and balance sheet
- Receipt matching
- Email support
Growth
Most chosenFor businesses with employees and rising complexity.
$499 per month
- Up to 300 transactions a month
- Payroll for up to 5 employees
- Quarterly estimated tax calculations
- Quarterly review call
Complete
For owners who want a finance partner.
$899 per month
- Up to 750 transactions a month
- Payroll for up to 15 employees
- Monthly advisory call
- Budget and cash flow forecast
- Year-end tax planning
In every plan
- Secure document portal
- Deadline tracking
- Named point of contact
- No setup surprises
Need tax preparation, a catch-up project or something custom? These are priced separately. See all services.
Pricing questions
Not for clients with current books. If your records need catching up, we quote that separately as a one-time project before you commit.
We tell you before it happens and suggest the right plan. We never bill overages without agreeing them first.
Plans are month to month after the first three months of setup. You can cancel with thirty days notice and we hand over your files.
See your exact price before you commit
Tell us about your business and you will get a fixed-fee plan in writing after one free call.