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Essential Package
$400/month
Up to 100 monthly transactions*
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Best for:
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Solo entrepreneurs
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Consultants
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Small service businesses
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Includes:
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Monthly reconciliations
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Income & expense categorization
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Monthly financial statements
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Email support
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Month-end close
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Growth Package
$550/month
101–250 monthly transactions
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Best for:
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Growing small businesses
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Businesses with multiple accounts
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Includes:
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Everything in Essential
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Additional account management
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Monthly financial review
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Basic cash flow monitoring
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Priority support
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Professional Package
$750/month
251–500 monthly transactions
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Best for:
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Established small businesses
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Companies with higher monthly activity
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Includes:
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Everything in Growth
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Enhanced reconciliations
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Accounts payable/receivable support
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Financial reporting package
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Quarterly review meeting
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Advanced Package
$1,000/month
501–750 monthly transactions
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Best for:
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Businesses with multiple revenue streams
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More complex bookkeeping needs
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Includes:
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Everything in Professional
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Advanced reporting
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Payroll coordination
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Budget tracking
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KPI reporting
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Premium Financial Management
Starting at $1,300/month
751–1,000+ monthly transactions
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Best for:
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High-volume businesses
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Multi-entity operations
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Businesses needing financial oversight
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Includes:
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Full-service bookkeeping
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Advanced financial reporting
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Forecasting & budgeting
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Cash flow analysis
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Monthly strategy meetings
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Optional Add-On Services
Service
Starting Price
Payroll Support
$150/month
Accounts Payable Management
$200/month
Accounts Receivable/Invoicing
$200/month
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Catch-Up/Cleanup Bookkeeping
$300/month behind
QuickBooks Setup
$500+
QuickBooks Training
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*Transaction volume is based on the total number of monthly bank and credit card transactions processed through the business.
Pricing may vary based on complexity, payroll, inventory, or multiple entities.
Cleanup and catch-up work billed separately.
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