Pricing That Grows With You
Your rate is based on your business complexity, not arbitrary tiers. As you grow, we grow with you.
Not sure which plan fits? Here's a quick guide:
Simple Finances
Under 50 transactions/month, single bank account, straightforward expenses
Growing Business
Multiple accounts, some employees, increasing complexity
Established Operation
High volume, multiple revenue streams, payroll, advanced reporting needs
Starter
Perfect for new businesses and startups
- Up to 50 monthly transactions
- Bank reconciliation
- Monthly financial reports
- Email support
- QuickBooks Online setup
Growth
Ideal for growing businesses
- Up to 200 monthly transactions
- Bank & credit card reconciliation
- Accounts payable/receivable
- Monthly financial reports & analysis
- Payroll support (up to 5 employees)
- Priority email & phone support
- QuickBooks consulting (2 hours/month)
Enterprise
Comprehensive solution for established businesses
- Unlimited monthly transactions
- Full bookkeeping services
- Advanced financial reporting
- Payroll support (unlimited employees)
- Tax preparation support
- Dedicated account manager
- Quarterly business reviews
- Custom QuickBooks solutions
- 24/7 support
Need a Tailored Solution?
Every business is unique. If your needs don't fit neatly into a plan—multiple entities, complex inventory, specialized reporting—let's build something custom together.
Frequently Asked Questions
Can I change plans later?
Yes, you can upgrade or downgrade your plan at any time. Changes will be reflected in your next billing cycle.
What payment methods do you accept?
We accept all major credit cards, ACH bank transfers, and checks for established clients.
Is there a setup fee?
No, there are no setup fees. We include initial QuickBooks setup and chart of accounts configuration in all plans.
What if I need more transactions than my plan includes?
If you consistently exceed your transaction limit, we'll recommend upgrading to the next tier. We'll always notify you before any additional charges.
How do you determine which plan I need?
Your plan is based on your business complexity—things like transaction volume, number of accounts, and whether you have employees. During your free consultation, we'll assess your needs and recommend the right fit. No upselling, just honest advice.
Will I work with the same bookkeeper each month?
Absolutely. You'll have a dedicated bookkeeper who knows your business, your preferences, and your goals. No more explaining your situation to a different person every time.