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Simple, clear, affordable packages — no surprises, no confusion
Here’s how our bookkeeping services are packaged — simple, clear, and built around what small businesses actually need.
Each tier includes defined scope, limits, and options, so you always know exactly what you’re paying for.
Starter — $249/month
For very small or early-stage businesses
Up to ~60 transactions/month
Up to 2 accounts
Basic categorization - no cleanup/corrections
Monthly reconciliation
Cash-basis only
P&L only
Basic email support
Basic bookkeeping — simple tax prep
Vendor/customer list not included
No COA maintenance or cleanup included
Not eligible for add-on services
Essential — $349/month
Most Popular
For small businesses with steady monthly activity
Up to ~150 transactions/month
Up to 3 accounts
Full categorization - no cleanup/corrections
Monthly reconciliation
Cash- or accrual-basis
P&L + Balance Sheet
Standard email support
Standard bookkeeping — adequate for tax prep
Basic vendor/customer list included
Light COA cleanup (minor adjustments)
Eligible for add-on services
Growth — $549/month
Best Value
For growing businesses with more complexity
Up to ~250 transactions/month
Up to 5 accounts
Full categorization + cleanup/corrections
Monthly reconciliation + periodic review
Accrual-basis bookkeeping (invoices, payables, prepaids/deferrals)
P&L + Balance Sheet + optional Cash-Flow summary
Priority email support
Clean, organized books — good for tax prep, stable operations
Detailed vendor/customer history + A/R & A/P tracking
Periodic COA cleanup and re-mapping
Eligible for add-on services
Advanced — Starting at $999/month
For high-volume or complex operations
Higher transaction volume / heavier monthly activity
Up to ~350 transactions/month
Up to 6 active accounts included
Advanced categorization + reclassification
Monthly reconciliation included
Accrual-basis bookkeeping available, including A/R and A/P tracking
P&L + Balance Sheet + Cash Flow summary
Management reports available when properly set up
Priority email support + up to 30 minutes/month of consultative guidance
Vendor/customer lists + summaries included when applicable
Periodic COA review and light reclassification included
Eligible for add-on services
Add-On Services
Available with Essential, Growth, or Advanced packages.
Additional bookkeeping support
Payroll support
Receipt entry
A/P and A/R support beyond package scope
Additional transaction volume
Additional active accounts
Cleanup and catch-up work
Catch-up bookkeeping
Cleanup for messy or outdated books
Historical reconciliations
Heavy COA cleanup or restructuring
Advanced reporting and complexity
Additional financial reports
Class/location tracking setup
Advanced management reports
Multi-entity bookkeeping
Multi-currency bookkeeping
Additional consultative support
✔️ You always know exactly what you’re paying for — no surprise bills.
✔️ You only pay for what you need — start small and upgrade as you grow.
✔️ Clear limits — no scope creep. We protect your time and ours.
We also prepare individual and small-business tax returns.
If your books are already organized—or if we handle your bookkeeping—we can prepare your annual tax return accurately and with less stress.
We work with:
• Form 1040 (individual returns)
• Schedule C (sole proprietors, freelancers, gig workers)
• Single-member LLCs
• Year-end review to ensure your books match your tax documents
Our goal is simple: clean books, smooth filing, and no surprises at tax time.
(We do not prepare S-Corp, Partnership, or Corporate tax returns.)
Ready to see which package fits your business?
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