Pricing & Packages
Every package includes our Monthly Bookkeeping Essentials to keep your books accurate, organized, and tax-ready.
Monthly Bookkeeping Essentials
Included with every package.
- Income & expense categorization
- Receipt tracking & documentation
- Bank & credit card reconciliations
- Monthly financial reports: Profit & Loss, Balance Sheet, and Statement of Cash Flows
- Books cleaned, reviewed, reconciled, and provided monthly
- Email or video conference support
- Direct coordination with your CPA at year-end — and throughout the year if needed
Bookkeeping software subscriptions (such as QuickBooks Online) are not included and are billed separately.
Foundation Package
$250/month
Perfect for startups, solopreneurs, and small businesses that need clean, organized, and tax-ready books.
Freeing you up to focus on revenue-generating activities.
- Monthly Bookkeeping Essentials
- Up to 100 transactions per month
- Up to 2 bank & credit card accounts
Growth Package
$450/month
Designed for growing businesses with increased transaction volume and accounts payable and receivable needs.
Built to keep pace as your business scales.
- Monthly Bookkeeping Essentials
- Up to 250 transactions per month
- Up to 3 bank & credit card accounts
- Up to 25 accounts payable and/or receivable transactions
Summit Package
$1,250/month
Built for established businesses that need comprehensive bookkeeping support and higher transaction volume.
The level of support your business has earned — with a partner who grows right alongside you.
- Monthly Bookkeeping Essentials
- Weekly review and clean-up of your books, with more frequent check-ins as needed
- Up to 500 transactions per month
- Up to 5 bank & credit card accounts
- Up to 50 accounts payable and/or receivable transactions
Additional Services & Fees
Catch-Up and Clean-Up Projects
Whether your books have fallen a few months behind, haven't been touched in years, or you're staring at a box full of receipts with no idea where to start — catch-up and clean-up bookkeeping gets you back on track. Maybe you're missing invoices, unsure if you're actually profitable, dreading tax season, or you've been avoiding your bank statements altogether. We'll dig through the backlog, review your chart of accounts, fix duplicate or missing entries, correct misclassified transactions, reconcile your accounts, and bring your books current — accurately and without judgment. By the end, you'll have clean, up-to-date records ready for tax season, lending, or simply peace of mind.
No judgment. It's all fixable.
Every cleanup project is unique. Pricing is based on the scope of work, and every project starts with a complimentary bookkeeping assessment and customized quote.
Request Your Free Assessment →
Let's Talk About Your Bookkeeping Needs
Tell us a bit about your business and what kind of support you're looking for. We'll review your details and get back to you with clear next steps—no obligation, no pressure.
- ✔ Quick consultation to understand your needs
- ✔ Clear recommendations tailored to your business
- ✔ Response within one business day
