Transparent monthly pricing. No surprises.
Flat monthly plans scaled to your transaction volume — you always know what you’re paying. A quick look at your books, then a quote in writing before we start.
Starter
Solo & early-stage- Monthly categorization & reconciliation
- 1–2 bank / card accounts
- Monthly P&L & balance sheet
- Plain-English monthly recap
- Email questions answered
- Year-end CPA package
Growth
Most popular for agencies & shops- Everything in Starter
- Up to 5 accounts + payment processors
- AP / AR tracking
- Class / project tracking
- Monthly cash-flow summary
- Quarterly tidy-up & check-in call
Full-Service
Books + payroll + reporting- Everything in Growth
- Payroll management (Gusto)
- Custom KPI dashboard
- Budget vs. actual reporting
- Monthly 30-min review call
- Priority same-day replies
Transparent monthly pricing, scaled to your transaction volume and accounts. No long contracts — month-to-month after a 3-month start. Prices are illustrative for this template; you get a written quote after a quick review. Not tax, investment, or legal advice.
Priced on your volume, not by the hour.
Bookkeeping effort scales with how many transactions flow through your accounts each month — so that’s what your plan is based on. No meter, no surprise invoices.
1 · Quick review
On our free call, I take a brief look at your accounts and monthly volume to land you in the right plan.
2 · Flat quote
You get a clear, flat monthly number and scope in writing — including any one-time cleanup to get current.
3 · Month to month
After a 3-month start, plans are month-to-month. Volume changes? We adjust the plan, transparently.
Prices shown are illustrative monthly and project starting points for this template and vary by transaction volume, number of accounts, and scope. You always receive a written quote after a quick review before any work begins. No long-term contract is required.
Before you ask.
Monthly bookkeeping starts at $450/mo and scales with your transaction volume and number of accounts. Cleanup is project-based (from $90 per month of books), and software setup is a one-time fee from $600. You always get a clear, written quote after a quick review of your books — no surprise hourly invoices. Prices shown are illustrative for this template.
It’s easier than it sounds. I review your current books, identify any gaps, set up clean access, and reconcile a transition month so nothing falls through the cracks. Most clients are fully onboarded within two weeks, and you keep ownership of your own QuickBooks or Xero file the whole time.
Yes — this is one of my favorite things to do, and it’s always fixable. I start with a free diagnostic, scope the cleanup by how many months are behind, reconcile every account, fix categorizations, and set clean opening balances. Most cleanups land you fully current within two to four weeks, then roll into a smooth monthly rhythm.