Flat monthly fees
You are billed the same amount every month, so bookkeeping becomes a line item you can plan around instead of an invoice you dread. Month-to-month, cancel with 30 days notice.
Sole proprietors and new LLCs
- Up to 150 transactions / month
- 2 bank or credit card accounts
- Monthly P&L and balance sheet
- Email support, 1 business day
- Year-end CPA handoff package
Month-to-month. Cancel with 30 days notice.
Established businesses with a team
- Up to 500 transactions / month
- Up to 6 financial accounts
- Full monthly statement package
- Accounts payable & receivable
- Payroll reconciliation
- Quarterly review call
Month-to-month. Cancel with 30 days notice.
Multi-entity and multi-state operators
- Unlimited transactions
- Unlimited accounts & entities
- Sales tax filing included
- Class / project-level reporting
- Dedicated bookkeeper & direct line
- Monthly review call
Month-to-month. Cancel with 30 days notice.
About these numbers: the figures above are our standard rates for a single-entity business. Your quote depends on transaction volume, number of accounts and how current your books are — we confirm it in writing after the free review, and it does not change unless your scope does.
What changes between plans
| Included | Starter | Growth | Full-Service |
|---|---|---|---|
| Monthly transactions | Up to 150 | Up to 500 | Unlimited |
| Financial accounts | 2 | Up to 6 | Unlimited |
| Entities | 1 | 1 | Unlimited |
| Monthly P&L and balance sheet | Yes | Yes | Yes |
| Cash-flow statement | — | Yes | Yes |
| Accounts payable & receivable | — | Yes | Yes |
| Payroll reconciliation | — | Yes | Yes |
| Sales tax filing | Add-on | Add-on | Included |
| Class / project reporting | — | — | Yes |
| Review calls | Annual | Quarterly | Monthly |
| Year-end CPA package | Yes | Yes | Yes |
| Support response | 1 business day | Same day | Same day + direct line |
Catch-up & cleanup projects
Quoted as a one-time flat fee, typically $75–$150 per month of backlog depending on transaction volume and how much source documentation exists. We give you the number after a free diagnostic review of your file — before any work starts.
- Diagnostic review at no charge
- Fixed fee agreed in writing
- Most projects finished in 2–4 weeks
Add-on services
Available on any plan, billed at a flat monthly rate so your total stays predictable.
- Sales tax filing — from $75/month per state
- Payroll processing — from $90/month
- 1099 filing — $12 per contractor at year end
- Additional entity — from $199/month
Get your number in one phone call.
Tell us your transaction volume and how current your books are, and we will quote the monthly fee on the spot.