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Monthly Plans & Pricing

Silver

Starting at $299/mo*

For startups and small businesses that need clean, accurate books. Choose Silver if you want reliable monthly bookkeeping with the essentials: categorized transactions, reconciled accounts, financial analysis, and year-end package for tax filing. Ideal for business owners who want peace of mind without extra bells and whistles.

Transaction Categorization

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Monthly Account Reconciliation

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Financial Analysis

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Year-End Preparation

Gold

Starting at $499/mo*

For growing businesses that need deeper financial insight and accountability. Gold includes everything in Silver, plus quarterly strategic meetings, KPI tracking, and industry comparisons. It's perfect if you're scaling, want help interpreting your numbers, and need guidance to make data-driven decisions.

Transaction Categorization

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Monthly Account Reconciliation

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Financial Analysis

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Year-End Preparation​

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Quarterly Strategic Meetings

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KPI Tracking

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Industry Comparison

Diamond

Starting at $999/mo*

For established businesses looking to optimize and maximize profitability. Diamond gives you the full financial picture, including fixed asset management and detailed product/service analysis. Choose this plan if you're ready to fine-tune operations, identify growth opportunities, and take your business to the next level.

Transaction Categorization

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Monthly Account Reconciliation

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Financial Analysis

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Year-End Preparation​

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Quarterly Strategic Meetings

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KPI Tracking

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Industry Comparison

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Fixed Asset Management

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Product/Service Analysis

Custom

Don’t see the exact service you need? We understand that every business is unique. Contact us for a customized bookkeeping solution tailored to your unique needs.

*Terms & Policies

No Long-Term Contracts
We operate on a simple month-to-month agreement. You’re free to cancel at any time with a 30-day written notice—no strings attached.

Satisfaction Guarantee
Not satisfied with the service? We’ll refund your most recent monthly payment—no hassle, no hard feelings.

Out-of-Scope Services
Requests beyond your selected service package are billed at $175 per hour. We'll always confirm before beginning any additional work.

Custom Pricing
Pricing is tailored based on your projected data and business needs. Final pricing depends on several factors, including business size, transaction volume, and the complexity of your accounting requirements.

Note: Pricing does not include any catch-up or clean-up work for books that are not current. These services are assessed and billed separately

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