Pricing
Flat fees. No hourly bills.
Monthly bookkeeping is month to month with 30 days' notice to cancel. Every engagement is quoted in writing before work starts.
Essentials
$500/mo
Up to ~100 transactions a month
- 1–2 bank or card accounts
- Monthly reconciliations
- Monthly P&L and balance sheet
- Email support
Growth
$900/mo
Up to ~300 transactions a month
- Up to 5 accounts
- Everything in Essentials
- AR/AP and payroll checks
- Quarterly 30-minute check-in call
Plus
$1,500+/mo
Higher volume or complexity
- Inventory, multiple entities, or class tracking
- Everything in Growth
- Custom reporting
| What's included | Essentials | Growth | Plus |
|---|---|---|---|
| Transactions per month | Up to ~100 | Up to ~300 | 300+ |
| Bank, card, and loan accounts | 1–2 | Up to 5 | Custom |
| Monthly reconciliations | ✓ | ✓ | ✓ |
| P&L and balance sheet by the 15th | ✓ | ✓ | ✓ |
| CPA sign-off on the close | ✓ | ✓ | ✓ |
| Year-end package for your tax preparer | ✓ | ✓ | ✓ |
| AR/AP and payroll checks | — | ✓ | ✓ |
| Quarterly check-in call | — | ✓ | ✓ |
| Inventory, classes, or multiple entities | — | — | ✓ |
| Custom reporting | — | — | ✓ |
Add-on services
- Payroll administration: +$150/mo
- Bill pay (AP): from +$300/mo
- Sales tax filing: +$100/mo per state
- Tax prep coordination: from +$150/mo
Cleanup & catch-up
- Low volume: $150 per month behind
- Typical: $250 per month behind
- Complex: $350+ per month behind
- $750 minimum · 10% off with monthly bookkeeping
Pricing questions
Why flat fees instead of hourly?
You know exactly what you'll pay each month, and you never hesitate to email us a question because the clock is running.
What if my volume changes?
Fees are based on your transactions and accounts. If they change significantly, we'll talk with you before adjusting anything.
How do I pay?
Monthly fees are billed on the 1st by automatic payment. Cleanups are paid up front, or 50% up front and 50% on delivery for larger projects.
Is there a setup fee?
No separate setup fee for clients whose books are current. If you're behind, the cleanup covers getting everything in order.