Packages & pricing
Compare monthly bookkeeping packages and add the support your business needs. We confirm fit and scope before you commit.
Explore add-on services →Monthly bookkeeping packages
Founding client offer: 50% off standard monthly rates, rounded down to whole dollars, for the first 20 clients only. We confirm availability, transaction volume, account count, entities, and reporting needs before work begins.
Standard monthly price $299
Founding client rate
$149/ month
Core monthly bookkeeping for a straightforward small business.
Payroll administration, bill payment, invoicing, tax-return preparation, and advisory are not included.
Discuss EssentialsStandard monthly price $599
Founding client rate
$299/ month
A full month-end close with reporting you can plan around.
Payroll, bill payment, invoicing, and advisory are separately scoped. Tax-return preparation is not offered.
Discuss ProfessionalStandard monthly price $999
Founding client rate
$499/ month
Outsourced accounting support for a more complex operation.
AR and AP monitoring does not include bill payment, invoicing, or collections management. Controller and advisory support are separately scoped.
Discuss CompleteThe founding offer is limited to the first 20 clients. Once those places are filled, standard monthly rates apply to new clients. Your confirmed founding rate continues while your engagement remains continuously active and within its agreed limits. Eligibility, package limits, and your rate are confirmed in your written proposal.
At a glance
| Package features | Essentials | Professional | Complete |
|---|---|---|---|
| Standard monthly rate | $299 / month | $599 / month | $999 / month |
| Founding client rate* | $149 / month | $299 / month | $499 / month |
| Monthly transactions | Up to 100 | Up to 300 | Up to 600 |
| Bank or credit accounts | Up to 3 | Up to 6 | Up to 10 |
| Transaction categorization & reconciliations | Included | Included | Included |
| Profit & loss statement and balance sheet | Included | Included | Included |
| Tax-ready year-end books | Included | Included | Included |
| Month-end close & adjusting journal entries | Not included | Included | Included |
| Cash-flow statement | Not included | Included | Included |
| Accounts-receivable monitoring | Not included | Basic | Included |
| Accounts-payable monitoring | Not included | Not included | Included |
| Management reporting | Not included | Monthly | Enhanced |
| Budget-versus-actual reporting | Not included | Not included | Included |
| Monthly financial review | Not included | Not included | Included |
*Founding rates are for the first 20 confirmed clients; availability and eligibility are confirmed in your proposal. A dash means the service is not included. Payroll, bill payment, invoicing, collections management, cleanup, and controller or advisory support require separate scope and fees. Tax-return preparation is not offered.
Add-ons are scoped during onboarding or whenever your needs change. Starting prices depend on the agreed scope.
Tax-return preparation is not offered. We maintain tax-ready books and coordinate with your CPA or tax preparer.
Discuss your package and add-ons →Your written proposal confirms the listed transaction and account limits, entity scope and the final fee. Historical cleanup, software subscriptions, payroll processing, sales-tax filings, and controller or advisory projects are separately scoped. No payment is collected when you request a consultation.
Pricing questions
The offer is limited to the first 20 clients. Your confirmed founding rate continues while your engagement remains continuously active and within its agreed package limits. Availability and eligibility are confirmed in your proposal. Scope changes and any restart after cancellation are addressed in your written agreement.
We review the change with you and agree on additional support or a different package before expanding the work. Additional blocks of 100 transactions are $75/month; additional bank or credit accounts are $25/month. Entity scope and any changes are confirmed in your proposal.
No. Your inquiry starts a conversation. We confirm fit and scope before sending an engagement and Stripe payment instructions.
Software subscriptions, historical cleanup, payroll processing, sales-tax filings, and controller projects are separately scoped. We discuss add-ons before you commit.
Yes. You can add reporting, payables and receivables management, payroll coordination, sales-tax support, and controller services as your needs change.
Let’s find your fit