Bookkeeping plans

Clear monthly pricing. No surprises.

Pick the plan that fits your activity today. Upgrade any time as you grow.

Essential

Designed for smaller growing businesses.

$297/month

Includes:

Bookkeeping for up to $50,000 in monthly expenses
Up to 4 bank/credit-card accounts combined
Monthly bookkeeping
Dedicated bookkeeping team
Cash-basis bookkeeping
Monthly financial reports

Choose Essential

Growth

Everything in Essential, plus more room to grow.

$697/month

Everything in Essential, plus:

Bookkeeping for up to $75,000 in monthly expenses
Up to 6 bank/credit-card accounts combined
Cash or modified-accrual bookkeeping
Semi-annual tax consultations
Monthly financial reports
Personal 1040 tax return included after 10 monthly payments

Choose Growth

Premium

Everything in Growth, plus hands-on financial review.

$997/month

Everything in Growth, plus:

Bookkeeping for up to $125,000 in monthly expenses
Up to 12 bank/credit-card accounts combined
Custom chart of accounts
Monthly bookkeeping/financial review calls
Monthly financial reports
Business 1120 tax return included after 10 monthly payments

Choose Premium

Not sure which plan fits?

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Add-ons & one-time services

Catch-up / Cleanup

$295 per month of books

Catch-up and cleanup bookkeeping is $295 per month of books that need work — a one-time service, separate from your monthly subscription. Your estimate appears before checkout.

Ask About This Service

Business Tax Preparation

Starting at $545

Final scope and pricing confirmed in a consultation.

Explore tax services

Payroll

Starting at $199 per month

Up to 4 staff members

Payroll processing and filings coordinated with your books.

Ask About This Service

Sales Tax

$185 per month

Sales tax filings prepared and submitted on schedule — in any state where we can file online.

Ask About This Service

Let's get your books working for you.

Two minutes to a clear recommendation. No pressure, no jargon.

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