Starter

For new businesses & solopreneurs

$299 / month
  • Up to 100 transactions / month
  • 1 bank / card account
  • Monthly P&L & balance sheet
  • Email support
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Pro

For multi-entity & higher-volume businesses

$899 / month
  • Unlimited transactions
  • Unlimited accounts
  • Payroll processing included
  • Quarterly strategy sessions
  • CPA / tax prep coordination
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Need something custom? Contact us for a tailored plan for larger or multi-location businesses.

FAQ

Common questions

What's included in monthly bookkeeping?

Every plan includes bank and credit card reconciliation, transaction categorization, and monthly financial statements (profit & loss and balance sheet). Higher tiers add KPI dashboards, payroll, and strategy calls.

Do you work with my accounting software?

Yes — we work primarily in QuickBooks Online and Xero. If you're on a different platform, or not using one yet, we can help you get set up during onboarding.

Can I switch plans later?

Absolutely. You can upgrade, downgrade, or add services like payroll at any time — your billing simply adjusts for the next cycle.

Do you offer catch-up or cleanup bookkeeping?

Yes. If your books are behind, we quote catch-up work separately based on how many months need to be reconciled, then transition you onto an ongoing monthly plan.

Is there a long-term contract?

No. All plans are month-to-month. We ask for 30 days' notice if you'd like to cancel so we can hand off your books cleanly.

Still deciding on a plan?

We'll help you pick the right fit during a free consultation call.

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