Monthly Bookkeeping Plans
Our monthly plans are structured based on transaction volume, complexity, and scope of support with optional add-ons to match your business needs.Pricing varies based on transaction volume, complexity, and scope of services.
Starting at $300 per month
Best for small businesses with low monthly transactions
• Monthly Bookkeeping & transaction categorization
• Bank & credit card reconciliations
• Monthly financial reports (P&L & Balance Sheet)
• Clean, organized up-to-date books you can rely on
MOST POPULAR
Starting at $500 per month
Ideal for growing business that need more visibility and support
Everything in Starter plus:
• Accounts receivable tracking
• Accounts payable tracking
• Monthly financial reports with insights
• Quarterly financial review
Starting at $800 per month
Best for established businesses needing ongoing financial oversight and strategic support.
Everything in Growth, plus:
• Monthly financial review & insights
● Cash Flow monitoring & guidance
● Budgeting and goal tracking
● Direct communication for questions & support
● Year- end coordination with your CPA
● Priority response time
Ongoing financial support to help you stay on track and make confident decisions.
Enhance your bookkeeping services with additional support tailored to your business needs.Pricing varies based on transaction volume, complexity, and scope of services.
Financial Review & Organization
Services may include:
• Budget Analysis• Financial planning• Record cleanup & alignment
Payroll & Sales Tax
Services may include:
• Payroll setup & processing• Payroll tax filing• Sales tax registration• Sales tax filing
Business Setup & Software Support
Services may include: • Business Registration • Software Setup • Chart of accounts setup & organization
Financial Advisory Services
Services may include:
• Financial review meetings• Reporting analysis• Strategic discussion• Advisory Support
Tax Services
Services may include:
• Estimated tax payment tracking• Schedule C (Sole Proprietors)• Business tax returns (LLC, S-Corp, and Partnership)• Individual tax returns (1040)• 1099 preparation and filing• Bookkeeping-to-tax alignment