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Pricing

Simple monthly plans, no surprises

Flat monthly pricing for ongoing bookkeeping. Founding-client offers (4 months free, or 50% off for 12 months) apply to all plans.

Simple monthly plans, no surprises

Flat monthly pricing for ongoing bookkeeping. Founding-client offers (4 months free, or 50% off for 12 months) apply to all plans.

  • Essentials

    $100/month

    For solo owners and side businesses that just need clean books.

    • Monthly bank and credit card reconciliation (up to 2 accounts)
    • Categorization of up to 50 transactions/month
    • Monthly P&L and balance sheet
    • Year-end package ready for your tax preparer
    • Email support, 2-business-day response
  • Most Popular

    Growth

    $250/month

    For growing businesses with payroll and a real chart of accounts.

    • Everything in Essentials
    • Accounts payable and receivable management
    • Payroll processing for up to 5 employees
    • Quarterly review call
    • Sales tax filing
    • Priority support, 1-business-day response
  • Full-Service

    $500/month

    For established businesses that want bookkeeping, tax support, and advice in one place.

    • Everything in Growth
    • Business and owner tax return preparation and filing
    • Proactive tax planning
    • Monthly advisory call and KPI dashboard
    • Dedicated accountant
    • Same-day support

Every business is different. If none of these fit, we'll build a custom scope.

QuickBooks Cleanup / Catch-Up

Behind on your books? We'll bring your QuickBooks current and accurate. Pricing depends on how many months behind you are and the complexity of your accounts — we'll quote it up front after a free review.

Founding-client offers (4 months free, or 50% off for 12 months) apply to all monthly plans.

Limited — founding clients

Two founding tiers: 4 months free, then 50% off for a year

We're onboarding a small founding group so every account gets senior-level attention. Choose your tier below — once the first five spots are taken, the second tier opens.

  • Free diagnostic review of your last 12 months of books
  • Founding rate honored for the full term
  • Dedicated accountant, not a rotating support queue
  • Tier 1 — first 5 clients

    4 months of free service

    No monthly fee for your first four months of bookkeeping.

    5 of 5 spots left

  • Tier 2 — next 5 clients

    50% off for 12 months

    Half price on monthly bookkeeping for a full year.

    5 of 5 spots left

Offer closes December 31, 2026

See what's included

Let's get your books in order

Book a free 30-minute consultation. No pitch deck, no obligation — just a straight read on where you stand and what it would cost to fix it.

Call (410) 831-4130