Best for:
β Freelancers & solo professionals
β Low transaction volume
Includes:
Monthly transaction categorization
Bank & credit card reconciliation
Monthly P&L + Balance Sheet
Email support
End-of-year books ready for your accountant
π¬ Great for first-time business owners who want tidy books and peace of mind.
Best for:
β Small businesses with moderate activity
Includes:
Everything in Essentials
Up to ~200 transactions/month
Receipt & expense management
Monthly review + notes
Quarterly check-in call
π¬ Ideal for businesses growing their customer base.
Best for:
β Businesses with higher activity
Includes:
Everything in Core
Priority support
Deeper cash-flow insights
App integrations (receipt capture, bank feeds)
π¬ Best for established businesses that want a partner, not just bookkeeping.
Final pricing is confirmed after a free consultation.
Packages are based on transaction volume and complexity.Β
π§Ή Catch-Up / Clean-Up Bookkeeping β From $500/project
Bring past books up to date before monthly work.
βοΈ QuickBooks Setup & Training β From $250
We set up your QuickBooks Online and help you get started.
π Year-End Prep β From $250/year
Get your books ready for your accountant at tax time.