Services

💼 Starter Plan – $250/month

Ideal for solopreneurs or very small businesses (0–25 transactions/month)

• Monthly bank & credit card reconciliations

• Financial reports (Profit & Loss, Balance Sheet)

• Email support

• Up to 1 bank/credit account

• Monthly check-in call (15 minutes)

💼 Growth Plan – $450/month

Perfect for small businesses growing steadily (up to 100 transactions/month)

• Everything in Starter Plan, plus:

• Up to 3 bank/credit accounts

• Accounts receivable/payable tracking

• Monthly check-in call (30 minutes)

• Quarterly tax prep support

• Receipt management (via app)

💼 Established Plan – $700/month

For more active businesses (100–300 transactions/month)

• Everything in Growth Plan, plus:

• Payroll coordination

• Custom reports

• Budgeting assistance

• Monthly strategy call (45 minutes)

• Year-end financial package for CPA

• Catch-up Bookkeeping – Starting at $75/hour

• QuickBooks Setup & Clean-Up – Flat rate starting at $300

• 1099 Filing – $10/form

• Invoice creation & sending – $100/month

Not sure where you fit? We’ll tailor a plan to your unique business needs.

Book your free 30-minute consultation today!