Pricing
Clear pricing. No fine print.
Bookkeeping plans structured around transaction volume and business complexity. Final scope is confirmed during your consultation, with no surprises after.
Essential
For businesses getting their books in order.
- Up to 75 transactions per month
- 1 bank account + 1 credit card
- Monthly reconciliations
- Monthly expense categorization
- Profit & Loss report
Standard
For growing businesses with more accounts and volume.
- Up to 200 transactions per month
- 1-10 bank accounts + credit cards
- Monthly reconciliations
- Monthly expense categorization
- Profit & Loss and Balance Sheet
- Priority support
Premium
For established businesses needing full-service financial management.
- Up to 500 transactions per month
- Unlimited bank accounts + credit cards
- Monthly reconciliations
- Weekly expense categorization
- Profit & Loss and Balance Sheet
- Priority support
- Quarterly Full Review Calls
All pricing is for bookkeeping services. Tax preparation is priced separately based on complexity and filing requirements. Final scope confirmed during your initial consultation.
Which plan is right for you?
Choose Essential if...
Your business is newer or lean. You have one or two accounts and your transactions are relatively straightforward. You need clean, accurate books and a monthly P&L so you know where your business stands. This is the right starting point for businesses that have been handling their own bookkeeping and are ready to hand it off properly.
Choose Standard if...
Your business is growing and your financial complexity is growing with it. You have multiple bank accounts or credit cards, higher monthly transaction volume, and you want both a P&L and a Balance Sheet each month. Standard is built for the majority of established small businesses that need full-service monthly bookkeeping without the highest-tier volume requirements.
Choose Premium if...
Your transaction volume is high, you need faster categorization, and you want regular structured financial review calls. Premium is for businesses that are running at full capacity and need their financial partner to be deeply in their numbers every week, not just every month. Quarterly review calls are included to work through the financial picture together and plan accordingly.
Pricing questions
Not sure which plan fits? Let's talk it through.
A 20-30 minute call. We'll ask about your business. You'll know quickly if we're the right fit.
Schedule a Consultation