Essential Bookkeeping
$199/mo
Reliable monthly bookkeeping for small businesses that want accurate, organized financials without the overhead.
- Monthly bank & credit card reconciliations
- Transaction categorization
- Monthly financial reporting
- Profit & Loss statement
- Balance Sheet
- Cash Flow report
- Dedicated bookkeeper
- Email support
Best For: Small businesses with 1–3 accounts, low transaction volume, and straightforward operations.
Simple, Transparent Plans
Predictable monthly bookkeeping tailored for small business owners. No surprise fees, no hidden costs.
Premium Bookkeeping
$299/mo
Enhanced bookkeeping support for growing businesses that want greater visibility, faster communication, and strategic insights. Everything in Essential, plus:
- Priority support (faster response times)
- Increased transaction capacity
- More frequent account reviews
- Monthly financial insights & trend analysis
- Custom reports on request
- Quarterly strategy consultations
- Dedicated account oversight
Best For: Growing businesses with higher transaction volume or owners who want a more hands-on financial partner.
One-time setup fee:
$500
Service Comparison
Monthly reconciliations
Essential
✓
Premium
✓
Dedicated bookkeeper
Essential
✓
Premium
✓
Monthly financial reports
Essential
✓
Premium
✓
Profit & Loss Statement
Essential
✓
Premium
✓
Quarterly strategy consultations
Essential
X
Premium
✓
Priority support
Essential
X
Premium
✓
Email support
Essential
✓
Premium
✓
Dedicated account oversight
Essential
X
Premium
✓
Common Questions
Can I change my plan?
Of course. You can switch between Essential and Premium Bookkeeping at any time. Upgrades apply on the next cycle, while downgrades start after the current term.
Do you offer refunds?
We fully guarantee our work. If you're not satisfied within 30 days, please contact us to resolve it or receive a refund for your first month. Note: the setup fee is non-refundable.
Why is there an initial setup fee?
Our $500 setup cost ensures your accounts are configured perfectly from day one. It covers historical data cleanup, custom chart creation, and focused one-on-one training to ensure you are ready to succeed with your new dedicated support team.
Will my costs stay the same?
Yes. We offer fixed-rate pricing tailored to your company's specific transaction volume so you can manage your budget with absolute confidence.