Pricing
Straightforward Pricing.
Reliable Accounting Support.
From essential bookkeeping to comprehensive monthly accounting support, we help business owners maintain accurate financial records, understand their numbers, and make informed decisions.
Choose the Right Plan for Your Business
Flexible monthly bookkeeping and accounting solutions designed to meet your business needs.
Essential
Accurate, organized, and tax-ready books for solo business owners.
- Up to 150 transactions per month
- Reconciliation of 1 bank account
- Reconciliation of 1 credit card account
- Monthly general ledger review
- Month-end bookkeeping review
- Profit & Loss Statement
- Balance Sheet
- Year-end reports for your tax preparer
- Email support
Growth
Financial clarity and closer oversight for growing businesses.
- Up to 250 transactions per month
- Reconciliation of up to 4 financial accounts
- Monthly general ledger review
- Review of unusual and uncategorized transactions
- Month-end closing process
- Accounts Payable tracking
- Accounts Receivable tracking
- Monthly AP/AR aging reports
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
- Monthly financial insights summary
- Year-end reports for your tax preparer
- One 30-minute monthly financial review meeting
- Email and scheduled phone support
Advanced
Comprehensive accounting support for established and expanding businesses.
- Up to 500 transactions per month
- Reconciliation of up to 8 financial accounts
- Detailed general ledger review
- Balance sheet account review
- Standard recurring accruals and adjusting entries
- Comprehensive month-end closing process
- Management of up to 30 vendor bills monthly
- Management of up to 30 customer invoices monthly
- Monthly AP/AR aging reports
- Vendor payment preparation support
- Outstanding receivables monitoring
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
- Up to 2 agreed custom financial reports
- Monthly financial insights summary
- Year-end financial reports and supporting schedules
- One 60-minute monthly financial review meeting
- CPA or tax-preparer coordination
- Priority email and scheduled phone support
Transparent Pricing: Final pricing is confirmed following an assessment of your transaction volume, financial accounts, accounting complexity, and support needs. Historical cleanup, specialized accounting, and work outside the agreed scope are quoted separately. QuickBooks Online subscription fees are not included unless otherwise specified.
Need More Than Monthly Bookkeeping?
Every business is different. We offer specialized accounting solutions tailored to your needs. Additional services are quoted separately.
Catch-Up & Cleanup
Bring overdue or disorganized financial records up to date.
QuickBooks Online Setup
Setup, migration, and ongoing support for your accounting system.
Payroll & 1099 Support
Payroll reconciliation, contractor reporting, and accounting coordination.
AP/AR Support
Additional vendor bill processing, customer invoicing, and balance monitoring.
Law Firm & Trust Accounting
Specialized bookkeeping and reconciliation support for legal practices.
Real Estate Accounting
Financial reporting, reconciliations, and property accounting support.
Spend Less Time Managing Your Books. More Time Growing Your Business.
Your business deserves accurate financial records, reliable reporting, and dependable accounting support. Let's find the right solution for your business.
Schedule a Discovery Call