Services & pricing

Bookkeeping packages with clear limits and fixed monthly pricing

Q: How do Starter, Growth, and Scale differ?

Starter ($249/mo): up to 100 transactions and 2 accounts. Growth ($399/mo): up to 200 transactions and 5 accounts, plus AR/AP support and a monthly review call. Scale ($599/mo): up to 400 transactions and 10 accounts, with payroll support, class/location tracking, and a longer monthly call.

Fixed monthly plans for light, moderate, and higher volume. Clear transaction and account limits, month-to-month terms, and no surprise hourly bills for ordinary bookkeeping.

Starter

For solopreneurs, freelancers, and simple service businesses with light monthly volume.

$249 /month

Up to 100 transactions/mo · 2 bank or credit accounts

Monthly bank & credit card reconciliation
Transaction categorization in QuickBooks Online or Xero
Monthly profit & loss
Monthly balance sheet
Year-end book package for tax prep
Email support (within 2 business days)
Secure document sharing
Limit: 100 transactions per month
Limit: 2 bank or credit card accounts
Default: cash-basis bookkeeping
Not included: AR/AP management or monthly calls

Choose Starter

Growth

For active small businesses that need AR/AP support and a short monthly review.

$399 /month

Up to 200 transactions/mo · 5 bank or credit accounts

Everything in Starter
Accounts receivable & payable support
Monthly 15-minute financial review call
Cash flow snapshot with each close
Priority email & messaging support
Coordination notes for your CPA (as needed)
Limit: 200 transactions per month
Limit: 5 bank or credit card accounts
Cash-basis or accrual

Choose Growth

Scale

For multi-account businesses that want deeper tracking, payroll support, and a longer monthly review.

$599 /month

Up to 400 transactions/mo · 10 bank or credit accounts

Everything in Growth
Class, location, or project tracking (as applicable)
Payroll support
Quarterly performance snapshot (trends & notes)
Same-business-day priority support goal
One 30-minute call per month
Limit: 400 transactions per month
Limit: 10 bank or credit card accounts

Choose Scale

Consistently over your transaction or account limit? We’ll recommend the next tier or a custom quote—before it becomes a problem, never as a surprise bill. Software subscriptions (QuickBooks, Xero, payroll apps) are billed by those providers and are not included.

Feature	Starter	Growth	Scale
Monthly price	$249	$399	$599
Transactions / month	Up to 100	Up to 200	Up to 400
Bank / credit accounts	2	5	10
Bank reconciliation	✓	✓	✓
P&L + Balance Sheet	✓	✓	✓
Year-end CPA package	✓	✓	✓
AR / AP support	—	✓	✓
Monthly review call	—	1 × 15 min	1 × 30 min
Payroll support	—	—	✓
Class / location tracking	—	—	✓
Support	Standard (within 48 hours)	Priority	Same-business-day goal

Catch-up / clean-up bookkeeping

From $175 / month of backlog

Months or years behind? We reconstruct, categorize, and reconcile historical periods so your monthly plan starts from clean books. Final quote depends on volume, record quality, and number of accounts.

QuickBooks / Xero setup

$350 – $650

New company file, industry-aware chart of accounts, opening balances, connected bank feeds, and a short walkthrough so you know where everything lives.

Chart of accounts redesign

From $250

Categories that make reports hard to use? We restructure your chart of accounts for clearer reporting and easier tax prep—without losing history.

Payroll setup & coordination

From $200 setup · from $75/mo ongoing

Help choosing and configuring a payroll provider (e.g. Gusto, QuickBooks Payroll), plus ongoing payroll entries and reconciliation when paired with a monthly plan.

1099 contractor prep

From $150 + $15 / form

Identify reportable payees, guide W‑9 collection, and prepare 1099‑NEC data for e‑file or your CPA. Ideal as a year-end add-on.

Year-end close package

From $300 (standalone)

Support for adjusting entries, final P&L and balance sheet, and a CPA-ready document set. Included for active monthly clients; available standalone if you only need close help.

Sales tax setup support

From $200

Configure sales tax settings in your accounting software and set a simple filing checklist. Multi-state complexity quoted separately.

Software migration

From $500

Move from spreadsheets, Desktop, or another platform into QuickBooks Online or Xero—with a data mapping plan and cutover checklist.

Custom / fractional support

Custom quote

Multi-entity books, inventory-heavy operations, or higher volume? We’ll scope a custom monthly retainer with the same transparent pricing approach.

What counts as a “transaction”?

Usually each bank or credit card line item that posts in a month—payments, deposits, transfers, and fees. After onboarding we measure from your feeds. If you’re consistently over plan, we’ll flag it and discuss an upgrade before it becomes a problem.

Do you file my taxes?

No. We prepare clean, tax-ready books and a year-end package. Your CPA or enrolled agent prepares and files returns. We’re happy to coordinate with them.

What software do you use?

QuickBooks Online and Xero, so you keep full ownership of your data. On another system? Tell us on the consult—we’ll recommend the best path.

Is there a contract or lock-in?

Monthly plans are month-to-month with 30 days’ written notice to cancel. Catch-up and setup projects are quoted and billed per engagement.

Can I start if my books are a mess?

Yes. Most new clients need some catch-up. We estimate the backlog, quote clean-up separately, then move you onto the right monthly plan once you’re current.

How do Starter, Growth, and Scale differ?

Starter ($249/mo): up to 100 transactions and 2 accounts. Growth ($399/mo): up to 200 transactions and 5 accounts, plus AR/AP support and a monthly review call. Scale ($599/mo): up to 400 transactions and 10 accounts, with payroll support, class/location tracking, and a longer monthly call.

How quickly do you respond?

Consultation requests: within one business day. Ongoing support: within 48 hours on Starter, priority on Growth, same-business-day goal on Scale.