Pricing Plans for Your Growing Business

Done-for-you bookkeeping plans that keep your books clean, your numbers accurate, and your business tax-ready—month after month.

Whether you’re just starting out or scaling up, you’ll get consistent bookkeeping support and clear monthly financial reports—without doing it yourself.

Choose Your Plan

Starter ($250/mo)

Best for: new businesses and small teams with low, consistent activity.

Launch (from $350/mo)

Best for: small businesses with higher transaction volume or multiple accounts.

Scale (from $600/mo)

Best for: growing businesses with higher volume that want receipts managed and occasional catch-up support.

$250/mo

  • Transaction categorization

  • Monthly bank/credit card reconciliations

  • Monthly financial reports (P&L + BS)

  • Email support

  • Up to 75 transactions/month

  • Up to 2 accounts (3rd available: +$50/mo)

$350/mo

  • Everything in Starter, plus:

  • Monthly bookkeeping for higher transaction volume and more accounts

  • More flexibility as your business grows

  • Best if you're over Starter limits: 75+ transactions/mo or 4+ accounts

$600/mo

  • Everything in Launch, plus:

  • Receipt management and organization

  • Receipt matching to transactions (audit-ready records)

  • Cleanup & catch-up support when needed

Note: Launch and Scale are customized based on volume and complexity.

What Determines Your Monthly Rate

You’ll always know your monthly rate before we begin

Your final monthly rate depends on:

  • Monthly transaction volume

  • Number of bank and credit card accounts

  • Complexity (how many moving parts your bookkeeping has)

What Happens After You Choose a Plan

  • We review your goals and current setup

  • You invite us to QuickBooks Online (view-only to start)

  • We confirm the best plan + monthly scope

  • We complete onboarding and connect accounts

  • We deliver clean, decision-ready books every month

Who Each Plan is For

Starter Plan - Perfect if You:

  • Are just getting started or running a very small business

  • Have low, consistent monthly activity

  • Want simple, reliable bookkeeping to stay organized from the start

Launch Plan - Perfect if You:

  • Are over Starter limits and want reliable monthly bookkeeping

  • Want your books done right without hands-on involvement

  • Need accurate reports to understand income and expenses

Scale Plan - Perfect if You:

  • Have higher transaction volume or multiple accounts

  • Want receipts properly captured and matched

  • Occasionally fall behind and need catch-up support

  • Want deeper confidence in your numbers

Need Something Custom? We'll Tailor a Plan to Fit Your Goals.