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Plans and Pricing
Plans and Pricing
Essential Package
Essential Package
$300/month
$300/month
For small businesses with minimal transactions
- Bank & credit card reconciliations (up to 2 accounts)
- Categorization of transactions (up to 100 transactions)
- Monthly financial reports. (Profit & Loss, Balance Sheet)
- Basic QuickBooks Online setup & support
- Email support
Growth Package
Growth Package
$500/month
$500/month
For growing businesses with moderate transactions
- Bank & credit card reconciliations (up to 4 accounts)
- Categorization of transactions (up to 200 transactions)
- Monthly financial reports (Profit & Loss, Balance Sheet, CashFlow)
- Accounts payable & receivable tracking
- Email & phone support
Premium Package $1,000/month
Premium Package $1,000/month
For established businesses with higher volume and complexity.
- Bank & credit card reconciliations (up to 6 accounts)
- Categorization of transactions (up to 400 transactions)
- Monthly financial reports with custom reports
- Accounts payable & receivable tracking with vendor and client reports
- Budgeting & forecasting assistance
- QuickBooks Online full management
- Monthly financial review call
- Priority email & phone support
Add-On Services
Add-On Services
Optional for all plans, priced separately
- Catch-up bookkeeping (starting at $200 per month of backlog)
- Additional accounts ($50 per account per month)
- Additional transactions ($100 per extra 100 transactions per month)
- Financial consulting & strategy sessions ($150/hr)
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