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Essential Plan
Starting at $350/month
Perfect for freelancers and small businesses with simple finances.
- 1 bank or credit card account
- Up to 75 transactions per month
- Monthly reconciliations
- Profit & Loss and Balance Sheet reports
- Email support (48-hour response)
Growth Plan
$500 – $750/month
Designed for growing businesses that need consistent, accurate financials.
- 2–4 accounts
- Up to 200 transactions per month
- Transaction categorization and reconciliations
- Monthly financial reports with summary insights
- Email support (24–48 hour response)
Most popular option
Legacy Plan
$800 – $1,200+/month
For established businesses that need full-service bookkeeping and deeper support.
- Multiple accounts and higher transaction volume
- Full-service bookkeeping
- Accounts receivable & payable tracking
- Payroll coordination
- Monthly reports with strategy check-ins
- Priority support (24-hour response)
Add-On Services
Catch-Up Bookkeeping
Behind on your books? We'll bring your accounts up to date quickly and accurately.
Cleanup Projects
Deep-dive review to fix errors, reconcile old accounts, and ensure data integrity.
Payroll Services
Seamless coordination with your payroll provider to ensure accurate recording.
QuickBooks Setup
Professional setup of your chart of accounts and software configuration.
Advisory and Consulting Sessions
Gain clarity with 1-on-1 QuickBooks training and deep-dive reviews that empower you to master your data, find confidence, and scale with ease.
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