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Bookkeeping Plan

Find Your Perfect Bookkeeping Plan

Your financial success is our business. We offer a full suite of services designed to bring clarity, control, and lasting value to your company.

Essential Plan Starts at $300 / Month

This package is perfect for startups, freelancers, and very small businesses with straightforward cash basis financials. This package focuses on core compliance to ensure the client’s books are accurate.

  • Transaction Recording and Categorization
  • Bank and Credit Card Reconciliation
  • Essential Financial Statements
  • Dedicated Financial Expert
  • Standard Support
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Growth Plan Starts at $600 / Month

The Growth plan is for more complex financials that demand proactive management and analysis. These services are tailored for established small businesses that need more sophisticated support to maintain healthy cash flow and prepare for strategic growth.

  • Chart of Accounts
  • Transaction Recording and Categorization
  • Monthly Reconciliation
  • Accounts Payable Management
  • Accounts Receivable Management
  • Financial Reporting
  • Dedicated Financial Expert
  • Priority Support
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Business Pro Starts at $995 / Month

The Business Pro plan is designed for established small businesses that need more comprehensive reporting, a higher volume of activities, and an expanded range of services.

  • Chart of Accounts
  • Transaction Recording and Categorization
  • Monthly Reconciliation
  • Accounts Payable Management
  • Accounts Receivable Management
  • Fixed Asset Management
  • Financial Reporting
  • Cash Flow Forecasting and Budgeting
  • Budget Vs. Actuals Reports
  • Key Performance Indicator (KPI) tracking
  • Dedicated Financial Expert
  • Priority Support
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Essential Plan

Best for:

Businesses that need reliable bookkeeping without the complexity.

Starts at

$300/

Monthly

Perfect for startups, freelancers, and small businesses with simple cash basis activity. This plan focuses on clean, accurate books so you always know where your business stands.

Includes:

  • Transaction Recording and Categorization
  • Bank and Credit Card Reconciliation
  • Monthly Financial Statements
  • Dedicated Bookkeeping Specialist
  • Standard Support
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Growth Plan

Best for:

Businesses with increasing transactions, vendors, and customers who need proactive financial management.

Starts at

$600 /

Monthly

Designed for growing businesses that need more structure, oversight, and financial clarity. This plan adds AP/AR support and deeper reporting to help you stay ahead of cash‑flow challenges.

Includes Everything in Essential, PLUS:

  • Customized Chart of Accounts
  • Monthly Reconciliation
  • Accounts Payable Management
  • Accounts Receivable Management
  • Enhanced Financial Reporting
  • Priority Support
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Business Pro

Best for:

Businesses that want a complete financial operations partner, not just bookkeeping.

Starts at

$995 /

Monthly

Built for established businesses with higher volume, more complexity, and a need for strategic financial insight. This plan delivers full scale bookkeeping and advanced reporting to support long term growth.

Includes Everything in Growth, PLUS:

  • Fixed Asset Management
  • Cash Flow Forecasting & Budgeting
  • Budget vs. Actuals Reporting
  • KPI Tracking & Performance Dashboards
  • Advanced Financial Reporting
  • Dedicated Senior Bookkeeping Expert
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Build a Custom Plan

All pricing listed reflects standard service levels. Final monthly rates may vary based on transaction volume, account activity, and the complexity of your financial operations.