top of page

Peace of mind from day one

  • Essentials

    349$
    Every month
    Perfect for small businesses that need reliable, accurate bookkeeping without unnecessary complexity.
     
    • Monthly Transactions - Up to 100
    • Bank and Credit Accounts - Up to 3
    • Monthly Reconciliation
    • Transaction Categorization
    • P&L and Balance Sheet
    • Month-end Close Target - by the 20th
    • Email Support - Standard

  • Plus

    649$
    Every month
    Designed for growing businesses that need monthly bookkeeping. Understand where your money is going, identify potential concerns, and make better-informed business decisions.
     
    • Monthly Transactions - Up to 250
    • Bank and Credit Accounts - Up to 5
    • Monthly Reconciliation
    • Transaction Categorization
    • P&L and Balance Sheet
    • Month-end Close Target - By the 15th
    • Email Support - Priority
    • Financial Reviews - Quarterly
    • Customized Owners Report - Basic

  • Advanced

    1,049$
    Every month
    Created for business owners who want deeper financial visibility and proactive guidance. Receive customized reporting, budget comparisons, cash-flow forecasting, and monthly financial reviews.
     
    • Monthly Transactions - Up to 500
    • Bank and Credit Accounts - Up to 8
    • Monthly Reconciliation
    • Transaction Categorization
    • P&L and Balance Sheet
    • Month-end Close Target - By the 10th
    • Email Support - Priority
    • Financial Reviews - Monthly
    • Custom Owners Report
    • Buget-to-Actual Reporting
    • Cash-Flow Forecast

Add On Features

  • Accounts Payable Management

  • Custom Invoicing and A/R Monitoring

  • Payroll Coordination

  • Contractor 1099 Preparation

  • Sales-tax Filing

  • Additional Bank or Credit Account

  • Additional 100 Transactions

  • And More

*Setup fees may vary

**Add On Features available for an additional fee

bottom of page