Simple, transparent pricing

Flat monthly bookkeeping packages with no hidden fees. Every plan includes a dedicated bookkeeper and monthly financial statements.

Starter

For new or very small businesses just getting organized.

$250/mo

Up to 100 monthly transactions
1 bank / credit card account
Monthly bank reconciliation
Monthly financial statements
Email support

Choose Starter

Growth

For established small businesses with regular activity.

$450/mo

Up to 300 monthly transactions
Up to 3 bank / credit card accounts
Accounts payable & receivable tracking
Quarterly check-in call
Priority email & phone support

Choose Growth

Pro

For high-volume businesses needing full financial support.

$750/mo

Unlimited monthly transactions
Unlimited accounts
Custom financial reporting
Monthly strategy call
Dedicated priority support

Choose Pro

Every business is a little different — final pricing is confirmed after a free consultation based on transaction volume and complexity.

Tax Services

Tax preparation pricing

Because every return is different, tax preparation is priced individually based on complexity.

Individual Returns

Starting at $225 — pricing depends on forms and schedules needed.

Business Returns

Starting at $495 — for LLCs, partnerships, and S-corps.

Tax Planning

Starting at $150/session — proactive strategy to reduce your tax bill.

FAQ

Common questions

We'll review your current bookkeeping and tax situation, answer your questions, and recommend the right package for your business — no pressure, no obligation.

Not necessarily. We primarily work in QuickBooks Online, and can help you migrate if needed, but we'll always discuss the best setup for your business first.

That's very common — our Clean-Up & Catch-Up service is designed exactly for this. We'll get you fully reconciled and up to date before starting your monthly plan.

Yes — that's exactly what we specialize in. Keeping your bookkeeping and tax prep under one roof means fewer surprises and smoother filings every year.

Monthly bookkeeping plans are month-to-month with no long-term contract required. You can upgrade, downgrade, or cancel anytime.