Services & Pricing
Bookkeeping that fits your business.
Choose the level of support that makes sense for where you are right now — and scale up as you grow. Every plan includes a dedicated bookkeeper and monthly financial reports.
Our packages
A plan for every stage of business.
Whether you're just starting out, scaling fast, or running an established operation — there's a plan built for where you are right now.
Starter
Ideal for freelancers and solopreneurs who need clean, accurate books without the overhead of a full-time bookkeeper.
- Up to 75 transactions/month
- Monthly bank reconciliation
- Categorized expense tracking
- Monthly profit & loss report
- QuickBooks Online management
- Email support
Growth
Built for growing businesses that need more transactions covered, deeper reporting, and a bookkeeper who keeps pace with your momentum.
- Up to 200 transactions/month
- Monthly bank & credit card reconciliation
- Accounts payable & receivable tracking
- Monthly P&L, balance sheet & cash flow
- QuickBooks Online management
- Quarterly financial review call
- Priority email & phone support
Premium
Full-service bookkeeping for established businesses with higher transaction volume, payroll needs, and complex financials.
- Unlimited transactions
- Full bank, credit card & loan reconciliation
- Full accounts payable & receivable
- Monthly financial package (P&L, balance sheet, cash flow)
- Payroll processing (up to 10 employees)
- Monthly strategy call with your bookkeeper
- Tax-ready year-round reporting
- Priority email & phone support
Add-on services
Need something extra?
Pair any plan with these services for complete financial coverage.
Payroll Management
Custom quoteFull payroll processing, tax withholdings, and filings. Priced per employee per month.
Tax Prep Support
Custom quoteYear-end books cleanup and organized reporting package ready for your CPA or tax preparer.
Catch-Up Bookkeeping
Custom quoteBehind on your books? We'll get you current fast — months or years of backlog, cleaned up and organized.
QuickBooks Setup
Custom quoteNew to QuickBooks? We'll set up your chart of accounts, connect your bank feeds, and get you started right.
How it works
Getting started is easier than you think.
Book a free consultation
We start with a 30-minute call to understand your business, your current books situation, and what you actually need.
We get you set up
We connect to your accounts, clean up any backlog, and get your books organized — usually within a week.
Monthly rhythm begins
Every month, your books are reconciled, reports are delivered, and you always know exactly where your business stands.
Not sure which plan is right for you?
Book a free consultation and we'll recommend the best fit for your business — no pressure, no commitment.