PRICING

Simple,
Transparent Pricing

Flexible bookkeeping packages
designed for small businesses and independent professionals.

Essential

$300
per month
Up to 75 transactions
Up to 2 accounts
  • Transaction categorization
  • Bank and credit card reconciliation
  • Monthly financial statements
  • General ledger maintenance

Growth

$500
per month
Up to 150 transactions
Up to 4 accounts
  • Everything in Essential
  • One-page monthly financial summary

Premium

$875
per month
Up to 250 transactions
Up to 6 accounts
  • Everything in Growth
  • Budget vs. actual analysis
  • Basic cash flow forecasting
  • Written monthly KPI review
  • Quarterly 30-minute review call

Additional Services & Fees

One-Time Onboarding
$200
Additional Transactions
$75 per 25 transactions
Additional Bank or
Credit Card Accounts
$25 per account/month
Catch-Up Bookkeeping Bring overdue bookkeeping records up to date, including missing transactions and reconciliations.
Starting at $200/month behind
Bookkeeping Cleanup Identify and correct errors in existing financial records to restore accuracy and organization.
Starting at $250/project

Catch-up and cleanup pricing
depends on transaction volume,
account complexity, and the
condition of existing records. Final pricing is provided after an initial review.

QuickBooks Online subscriptions are paid separately by the client.

Package pricing assumes current,
organized financial records. Catch-up
or cleanup work may be required before monthly bookkeeping begins. Additional work outside package limits may incur separate fees.

REQUEST A CONSULTATION
PRICING

Simple, Transparent Pricing

Flexible bookkeeping packages designed for small businesses and independent professionals.

Essential

$300
per month
Up to 75 transactions
Up to 2 accounts
  • Transaction categorization
  • Bank and credit card reconciliation
  • Monthly financial statements
  • General ledger maintenance

Growth

$500
per month
Up to 150 transactions
Up to 4 accounts
  • Everything in Essential
  • One-page monthly financial summary

Premium

$875
per month
Up to 250 transactions
Up to 6 accounts
  • Everything in Growth
  • Budget vs. actual analysis
  • Basic cash flow forecasting
  • Written monthly KPI review
  • Quarterly 30-minute review call

Additional Services & Fees

One-Time Onboarding
$200
Additional Transactions
$75 per 25 transactions
Additional Bank or Credit Card Accounts
Starting at $50 account/month*
Catch-Up Bookkeeping Bring overdue bookkeeping records up to date,
including missing transactions and reconciliations.
Starting at $200/month behind*
Bookkeeping Cleanup Identify and correct errors in existing financial
records to restore accuracy and organization.
Starting at $250/project*

* Additional account pricing depends on transaction volume,reconciliation complexity, and account activity.

Catch-up and cleanup pricing depends on transaction volume, account complexity,
and the condition of existing records. Final pricing is provided after an initial review.

QuickBooks Online subscriptions are paid separately by the client.

Package pricing assumes current, organized financial records.
Catch-up or cleanup work may be required before monthly bookkeeping begins.
Additional work outside package limits may incur separate fees.

REQUEST A CONSULTATION