Essential

Perfect for getting the basics right and staying compliant.

$199

• Per month + sales tax

• Ideal for: Freelancers, sole proprietors, and new startups.

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• Includes: 

• ✓ Up to 2 bank/credit card reconciliations ($100 per additional account)

• ✓ Monthly bookkeeping

• ✓ Cash Basis Accounting

• ✓ Local bookkeeping team

• ✓ 1 Integration

Growth

For growing businesses that use their finances to make decisions.

$499

• Per month + sales tax

• Ideal for: LLCs, S-Corps, and established small businesses.

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• Includes: 

• Everything in Essential, plus:

• ✓ Up to 5 bank/credit card reconciliations ($100 per additional account)

• ✓ Bi-weekly bookkeeping

• ✓ Cash or Accrual Basis Accounting

• ✓ 2 Integrations

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Strategist

Comprehensive financial oversight and strategic guidance.

$999

• Per month + sales tax

• Ideal for: Scaling companies with complex operations.

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• Includes: 

• Everything in Growth, plus:

• ✓ Up to 10 bank/credit card reconciliations ($100 per additional account)

• ✓ Weekly bookkeeping

• ✓ Custom chart of accounts

• ✓ Up to 4 integrations

Catch-Up Services

Our bookkeeping catch-up service is the solution for organized businesses that have simply fallen behind on their routine data entry and reconciliations. We efficiently process your recent transactions, perform necessary bank reconciliations, and deliver updated financial reports. This service is designed to bring your accurate and well-maintained books current, providing clarity and getting you tax-ready without the need for a major corrective project.

$100 

• Per month + sales tax

• Includes:

• ✓ Up to 2 bank/credit card accounts ($50 per additional account)

•  ✓ A 50% discount from our standard $200 rate

Clean-Up Services

Our bookkeeping clean-up service is a diagnostic and corrective solution for when your financial records are inaccurate, disorganized, or contain errors. We go beyond simple data entry to perform a deep investigation into your books, rectifying mis-categorized transactions, reconciling unsettled accounts, and fixing foundational mistakes. This essential service ensures your books are tax-ready, saving you valuable time and eliminating costly complications.

$200

• Per month + sales tax

• Includes:

• ✓ Up to 2 bank/credit card accounts ($100 per additional account)

✓ A 50% discount from our standard $400 rate