Pricing
Fixed monthly pricing. No hourly anxiety.
Real prices, published like a software company — because a surprise invoice from your bookkeeper is its own kind of bad bookkeeping.
Essentials
$650per month
Accurate, timely monthly books — the foundation, handled properly.
- Up to 2 bank & credit card accounts
- Monthly categorization & reconciliation
- Monthly financial statements
- Books closed on a fixed monthly schedule
- Email support
Growth
$1,250per month
Books plus operational support and KPI visibility — numbers working for you.
- Up to 5 bank & credit card accounts
- Everything in Essentials
- AP & AR support
- Payroll coordination
- KPI snapshot with every close
- Monthly summary call
Management Reporting
from$2,500per month
Custom reporting, forecasting, and decision support built on clean books.
- Everything in Growth
- Custom monthly reporting package
- Cash-flow forecasting
- Budget vs. actuals reporting
- Sales tax support
- Monthly review meeting
Cleanup & catch-up from $1,500
Books behind or unreliable? We start with a diagnostic review, quote a fixed project fee — no hourly meter — and hand you clean, current books, ready for a monthly plan.
Who this is built for
- Service businesses roughly $500K–$10M in revenue
- Businesses that have outgrown DIY bookkeeping
- Owners who want timely, decision-ready financial reporting
And stated plainly: we're not the cheapest option, and we don't do tax preparation or audits. If lowest-price or tax-first is what you need, we'll happily say so in the assessment.
What changes scope and price
- Number of bank and credit card accounts
- Monthly transaction volume
- Payroll complexity and coordination
- AP/AR workload (bills to pay, invoices to chase)
- Cleanup or catch-up complexity at the start
- Depth of reporting and forecasting you need
Questions
Pricing, answered plainly
What’s included in every plan?
Monthly categorization, bank and credit card reconciliations, financial statements (P&L and balance sheet), and a close completed on a fixed monthly schedule. Higher tiers add AP/AR, payroll coordination, KPIs, forecasting, and review meetings.
Are there long-term contracts?
No. Every plan is month-to-month. We keep clients by being excellent, not by locking the door.
What if my books are behind or a mess?
That’s common — backlogged books are the most frequent starting point for growing businesses. We begin with a diagnostic review and a fixed-fee cleanup project, then transition you to a monthly plan with clean books.
Do you do taxes?
No — and on purpose. We’re bookkeeping and accounting-operations specialists. Your tax preparer gets clean, reconciled books at year-end, which usually lowers their bill.
What changes the price?
Six things, and we’ll tell you which apply to you in the assessment: how many bank and credit card accounts you have, monthly transaction volume, payroll complexity, AP/AR workload, how much cleanup your books need at the start, and how deep you want reporting and forecasting to go. If your situation runs past a published tier, we quote a fixed price — still never hourly.
How do payments work?
A flat monthly subscription, billed automatically. You always know the number before the month starts.
Not sure which plan fits?
Book a discovery call — we’ll look at your books together and tell you honestly, even if the answer is a smaller plan than you expected.
Schedule a bookkeeping assessment