Every business is different, so pricing here is structured around your actual transaction volume and complexity, not a one-size-fits-all rate. All packages include the following as standard:
- Monthly bank and credit card reconciliations
- Profit & Loss Statement and Balance Sheet, delivered monthly
- Monthly Bookkeeping Health Review
Essential
Starting at $300/month
Designed for early-stage or low-volume businesses that need clean, accurate books without a lot of complexity. A good fit if personal and business expenses have started blending together, or if the bank balance never quite matches what the numbers say it should. Best suited for sole proprietors, single-location service businesses, and new business owners getting organized for the first time.
- Cash basis accounting
- Up to 100 combined transactions per month
- Up to 2 bank and/or credit card accounts
- Email support with 48-hour response window
Growth
Starting at $450/month
Built for businesses that are past the startup phase and have more moving parts, multiple sales platforms, AR and AP that need active monitoring, reconciliations that can’t afford to slip for a few months. Suitable for growing retail or service businesses, small nonprofits without complex fund requirements, and e-commerce businesses with straightforward inventory.
- Cash or accrual basis (accrual conversion available as add-on)
- 101 to 250 combined transactions per month
- Up to 4 bank and/or credit card accounts
- AR and AP monitoring and reconciliation
- Email support with 24-hour response window
Advanced
Starting at $650/month
For established businesses and nonprofits with higher transaction volume, multi-account complexity, and more detailed reporting needs. This is where class and fund tracking lives, built for nonprofits that need program, fundraising, and administrative expenses separated correctly for 990 reporting, not sorted out after the fact.
- Cash or accrual basis (accrual standard)
- 251 to 500 combined transactions per month
- Up to 6 bank and/or credit card accounts
- AR and AP monitoring and reconciliation
- Class and fund tracking (nonprofits and multi-department businesses)
- Email support with same-business-day response
Add-On Services
Available across tiers, quoted at engagement scoping
- QBO setup and configuration
- QBO training
- Catch-up and clean-up bookkeeping
- Full-cycle Accounts Receivable
- Full-cycle Accounts Payable
- Nonprofit grant tracking and reporting
- Inventory and cost of goods sold tracking
- 1099 preparation and filing
- Budget preparation assistance
- Additional bank/credit card accounts beyond tier limit
- Payroll coordination (via third-party provider)
Custom Engagements
Some situations fall outside standard tiers, higher transaction volume, multiple business entities, complex inventory needs, or highly customized reporting. These are quoted individually after a short conversation about what you actually need.