A clear scope.A fixed monthly price.

Foundation is $399 per month for up to 150 transactions, with categorization, reconciliation, a monthly P&L and balance sheet. Growth is $650 for up to 300 transactions and adds A/P and A/R tracking plus a quarterly one-hour strategy call. Strategy is $1,000 for up to 500 transactions and adds a monthly strategy call, annual budget and forecasting, annual tax filing and tax strategy planning, a dedicated advisor and guaranteed priority response. Prices are per calendar month. Custom plans are available.

Start with your monthly transaction volume and the support you need. Foundation covers up to 150 transactions, Growth up to 300 and Strategy up to 500. Growth adds payables and receivables tracking and quarterly strategy calls. Strategy adds monthly calls, annual budget and forecasting, annual tax filing and tax strategy planning, a dedicated advisor and priority response. We confirm the fit during your free review.

Yes. We discuss your requirements during the free 30-minute review and prepare a scope and quote.

Catch-up and cleanup are quoted separately as a one-time project. Your proposal distinguishes that work from the ongoing monthly service.

Your plan covers the stated bookkeeping and reporting work, expert review and support. Technology assists with transaction processing, while your bookkeeper remains accountable for the close.