Annual plans available upon request. Select a monthly plan below or customize your support package.
STARTER
PROFESSIONAL
CUSTOM PLAN
$199
Starting at / month
GROWTH
$799
Starting at / month
Custom
Tailored monthly rate
$499
Starting at / month
Best for small businesses with straightforward bookkeeping requirements.
Best for established businesses requiring comprehensive accounting support.
Best for businesses and CPA/accounting firms with unique accounting requirements.
Best for growing businesses that need more consistent bookkeeping and accounting support.
✓ Monthly bookkeeping ✓ Transaction categorization ✓ Bank reconciliation ✓ Credit-card reconciliation ✓ General ledger maintenance ✓ Basic monthly financial statements ✓ Month-end bookkeeping support ✓ Email support
✓ Everything in Starter ✓ Higher transaction volume ✓ Additional account support ✓ AP support ✓ AR support ✓ Monthly account review ✓ Month-end close support ✓ Management reporting ✓ Priority communication
✓ Everything in Growth ✓ Advanced financial reporting ✓ Cash-flow reporting ✓ Accounting cleanup support ✓ AP/AR management support ✓ Customized reporting ✓ Dedicated accounting support ✓ More complex accounting workflows
✓ Customized workflow integration ✓ Scalable multi-entity support ✓ Tailored reporting packages ✓ Dedicated accounting team ✓ Priority SLA response ✓ CPA firm white-label support
Before committing to a monthly subscription, test our process on your actual books. We will reconcile transactions, clean up uncategorized entries, and generate a sample balance review—completely free of charge.
2 Hours
100% Free Work Sample
Live Bank Reconciliation
Categorization
Actionable Health Check
We match your recent bank and credit card statements line-by-line, demonstrating our accuracy on your live accounts.
We review misclassified expense line items to show how clean tax-ready categorization protects your tax deductions.
Receive a summary highlight report pointing out immediate ledger improvements and missing documentation.
Send us a single month of bank statements or open read-only access to your books. We return completed work in 24 hours.
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Request a Customized Accounting Plan
Submit your business requirements below to receive a custom quote tailored to your exact transaction volume, entity structure, and reporting needs.