Plans are set by transaction volume, number of accounts and complexity, not revenue alone. Each plan covers one business entity, and nothing is ever added without your approval.
$300 / month
Up to 250 transactions a month and 3 bank or card accounts. Typically businesses with revenue up to $750K.
Start with Basic$500 / month
Up to 500 transactions a month and 6 accounts, with class and location tracking and monthly meetings.
Choose Standard$800 / month
Up to 750 transactions a month and 9 accounts. Typically businesses with revenue of $1M to $5M.
Choose PremiumQuote
Over 750 transactions, more than 9 accounts, ERP platforms such as NetSuite or Sage Intacct, or controller-level work.
Request a quote| What’s included | Basic | Standard | Premium | Custom |
|---|---|---|---|---|
| Plan limits | ||||
| Starting price per month | $300 | $500 | $800 | Custom quote |
| Annual revenue (guide) | Up to $750K | $750K to $1M | $1M to $5M | $5M+ |
| Monthly transactions | Up to 250 | Up to 500 | Up to 750 | 750+ |
| Bank and credit card accounts | 3 | 6 | 9 | 9+ |
| Recurring bookkeeping | ||||
| Bookkeeping in QuickBooks Online or Xero* | Included | Included | Included | Included |
| Dedicated bookkeeper and account manager | Included | Included | Included | Included |
| Month-end close and bank and card reconciliation | Monthly | Monthly | Monthly | Monthly |
| Balance sheet and profit and loss | Monthly | Monthly | Monthly | Monthly |
| Cash flow statement | Monthly | Monthly | Monthly | Monthly |
| Transaction categorization | Included | Included | Included | Included |
| Accounts payable tracking and aging | Monthly | Monthly | Monthly | Monthly |
| Accounts receivable tracking and aging | Monthly | Monthly | Monthly | Monthly |
| Financial review and quality check | Monthly | Monthly | Monthly | Monthly |
| Class, location or department tracking | Add-on | Included | Included | Included |
| Meeting with your accountant | Quarterly | Monthly | Monthly | Monthly |
| Secure document sharing | Included | Included | Included | Included |
| 1099 contractor payment tracking | Included | Included | Included | Included |
| Year end | ||||
| Year-end books preparation | Annually | Annually | Annually | Annually |
| Tax-ready financial package for your CPA | Annually | Annually | Annually | Annually |
* QuickBooks Online, Xero, payroll software, filing and payment processing fees are paid by the client directly to those providers. NetSuite, Sage Intacct and other ERP platforms are quoted under Custom.
Add only what you need. Every add-on has an agreed scope and fee before work begins.
Each plan covers one business entity. Revenue is only a guide: your transaction volume, number of accounts and complexity decide the plan we agree with you.
Each bank or card statement line counts once per account. Transfers count on each account they touch. Manual bills, invoices and complex journal entries are scoped separately.
A monthly aging review and payment matching for bills and invoices already in your books. Entering bills, preparing payments, invoicing and follow-up are add-ons.
We agree your close timing at onboarding. It depends on receiving complete statements, supporting documents and timely answers to our questions.
Final financial statements, the general ledger and available supporting schedules for your tax preparer, for the periods we cover. Tax returns and tax advice are not included.
No. Add-ons need an agreed scope and fee before work starts, and work above the stated limits is quoted separately. If your volume grows, we discuss revised pricing first.
Sales tax filing and income tax preparation are not part of our services. Inventory costing, multi-entity consolidation, system migration, complex integrations, payroll setup and off-cycle payroll runs are quoted separately.
No. Our quality checks are part of bookkeeping and are not an audit or assurance engagement.