Let's work together.
$300/month
Categorizing up to 75 transactions
Monthly Reconciliations for up to 2 accounts
Basic Monthly Report
$500/month
Categorizing up to 200 transactions
Monthly Reconciliations for 3-4 accounts
Monthly Financial Reports with summary
Limited email support
$750/month
Categorization of transactions
Monthly Reconciliations for 5+ accounts
Monthly Financial Reports with summary.
Monthly review call
Limited email + phone support
Optional A/P & A/R add-ons
Still have questions? We’ve got answers
No problem! We'll notify you if you're nearing your limit. You can either upgrade your plan or pay a small overage fee starting at $50 per additional 100 transactions.
We specialize in Quickbooks Online, and it's our preferred platform for accuracy and efficiency. If you're not on it yet, we can help you get set up during onboarding.
We use encrypted, secure portals (like QuickBooks Accountant access and bank feed integrations) to retrieve data—no need to send spreadsheets or sensitive information via email.
We've got you! We offer catch-up and cleanup bookkeeping services. During your free consultation, we'll assess how many months are needed and provide a flat-rate quote.
Our Growth-Ready plan provides limited email support, while the Full-Scope Support plan also includes some phone support and a scheduled review call to go over your numbers in detail.