| Essentials Simple books, low activity $300 /mo | Most popular Growth Active, growing businesses $500 /mo | Full Support More volume, more moving parts $800 /mo | |
|---|---|---|---|
| Setup | |||
| One-time onboarding & setup | $450 | $600 | $950 |
| Volume | |||
| Transactions per month | Up to 100 | Up to 250 | Up to 500 |
| Bank / credit card accounts | Up to 2 | Up to 4 | Up to 6 |
| Monthly bookkeeping | |||
| Categorization & reconciliation | ✓ | ✓ | ✓ |
| Profit & Loss and Balance Sheet | ✓ | ✓ | ✓ |
| Tax reserve calculation | — | ✓ | ✓ |
| Payroll support | Add-on | Add-on | Up to 5 employees |
| Accounts payable & receivable | Add-on | Add-on | Add-on |
| Support | |||
| Email support | ✓ | ✓ | ✓ |
| Check-in calls | — | Quarterly | Monthly |
Swipe sideways on your phone to compare all three plans.
Why there's a one-time setup fee
Setup is where the groundwork happens: organizing your chart of accounts, connecting your accounts, setting up your categories and rules, and building your monthly routine. It's what lets every month after run smoothly, and it's why your monthly price can stay predictable.
What decides your tier
- How many transactions you have each month
- How many bank, credit card, and payment accounts we reconcile
- Whether you run payroll
- Whether your books are current or need catch-up first
After a free consultation, you'll get a written quote with your exact monthly price and setup fee. Your price only changes if your volume does.
Monthly add-ons
| Accounts payable Bill entry, approval, and payment scheduling. Up to 25 bills per month. | $200 / month |
| Accounts receivable Invoicing, payment tracking, and follow-up on overdue invoices. Up to 25 invoices per month. | $200 / month |
| Payroll support Included in Full Support (up to 5 employees). | $75 / month |
| Additional bank/credit card account | $25 / month |
| Extra transactions beyond your tier | $1.50 each |
| 1099 preparation | $25 per form |
One-time projects
| QuickBooks Online setup For owners who want the foundation built right, then run the books themselves. Chart of accounts, bank feeds, categorization rules, reports, and a walkthrough. | $650 |
| DIY Bookkeeping Training Three live 60-minute sessions, a month-end checklist built for your business, and 30 days of email support. | $450 |
| Cleanup / catch-up (per month of backlog) Quoted after a quick review of your accounts. | $150 / month |
Monthly add-ons are billed with your monthly fee. One-time projects require a signed agreement before work begins.
A one-minute quiz
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Want to compare every plan? See the full pricing page. The first 30-minute consultation is free.