Pricing packages

Clear pricing tailored to your business

Choose a monthly package that matches your transaction volume, or mix and match services. All plans include organized records and financial clarity.

Starter

$225

monthly

A simple monthly bookkeeping option for small businesses with lower transaction volume and only a couple of accounts to maintain.

Up to 150 transactions per month
Up to 2 connected accounts
Transaction categorization
Bank and credit card reconciliation
P&L and Balance Sheet
1 additional standard or custom report upon request
Most popular

Growth

$350

monthly

A good fit for active small businesses with steady monthly transactions, multiple accounts, and a need for consistent, organized financial records.

Up to 400 transactions per month
Up to 5 connected accounts
Transaction categorization
Monthly bank and credit card reconciliation
P&L and Balance Sheet
Up to 2 additional standard or custom reports upon request

High Volume

$500+

monthly

Designed for businesses with higher activity, multiple cards or accounts, and higher transaction volume to organize each month.

400+ transactions
Up to 10 accounts
Transaction categorization
Monthly bank reconciliation
P&L and Balance Sheet
Up to 3 additional standard or custom reports upon request
*Custom pricing for 600+ transactions or complex activity

Custom

Let's talk

monthly

For businesses with higher volume, multiple entities, more complex activity, or bookkeeping needs that do not fit neatly into a standard package. May include:

Monthly transaction categorization
Monthly bank and credit card reconciliaton
Custom reporting
Multiple businesses
Cleanup support
Custom workflow tailored to you
Extra accounts

Add accounts as your business grows

Need more accounts included? No problem. Additional bank or credit card accounts are priced based on transaction volume so pricing stays fair and aligned with the actual work involved. $50 per account Up to 100 transactions/month $100 per account 101–250 transactions/month $150 per account 251–400 transactions/month

Multiple businesses

Multiple Businesses

Managing more than one business? Each business is handled separately so records stay clean, organized, and easy to review. Additional businesses start at $150/month each Pricing may vary based on transaction volume, number of accounts, and complexity.

Catch-up services

Cleanup & Catch-Up

Behind on your books? You’re not alone. Cleanup pricing depends on how far behind you are, transaction volume, number of accounts, and how much cleanup is needed. Most cleanup projects range from $300 – $4,000+ Smaller cleanups may fall on the lower end. Multi-account, high-volume, or multi-year cleanups may require custom pricing.

Additional services

Need just one service? Choose à la carte.

For one-time or occasional bookkeeping support without a monthly package. Monthly reconciliation $90 per account One account, one month, up to 200 transactions Financial reports $60 per period Profit & Loss and Balance Sheet for one monthly, quarterly, or annual period Transaction categorization $175/month Up to 200 transactions, categorization only, no reconciliation 1099 preparation $45 per contractor A la carte services are best for occasional needs. Monthly packages offer the most value for ongoing bookkeeping.

Professional bookkeeper reviewing organized financial records at a clean modern desk

Not Sure Where You Fit?

I'm happy help you find the right bookkeeping solution for your needs. Get personalized guidance and clear pricing today.