Pricing
Bookkeeping Plans That Grow With You
Custom solutions for startups to mid-size businesses
Monthly Bookkeeping Packages
All plans include a dedicated bookkeeping team, flexible support for
cash or accrual basis, and monthly financial reports.
Monthly bank reconciliations
Up to two accounts
​
Dedicated bookkeeping team
​
Monthly financial reports
​
Cash or accrual accounting
Monthly bank reconciliations
Up to two accounts
​
Dedicated bookkeeping team
​
Monthly financial reports
​
Cash or accrual accounting
*All pricing will be subject to an initial review of historical records to assess the appropriate level of complexity & bookkeeping needs. The monthly or annual payment option will also impact the per-month price point. All contracts are for a month-to-month service unless otherwise requested or indicated. Annually, a renewal will be sent to review the current agreement and ensure all customer needs are being met.
Tier 1: Essentials
Starting at
$425
per month*​
Monthly bank reconciliations
up to 2 accounts
​
Dedicated bookkeeping team
​
Monthly financial reports
​
Cash or accrual accounting
Tier 2: Growth
Starting at
$750
per month*​
Monthly bank reconciliations
up to 4 accounts
​
Dedicated bookkeeping team
​
Monthly financial reports
​
Cash or accrual accounting
Tier 3: Scale
Starting at
$1000
per month*​
Monthly bank reconciliations
up to 8 accounts
​
Dedicated bookkeeping team
​
Monthly financial reports
​
Cash or accrual accounting
​
Quarterly review with bookkeeping manager
Additional Services
Payroll Administration (via ®QuickBooks Online)
-
Timesheet & approval workflow
-
Payroll processing for employees & contractors
-
W-9 collection and 1099 filing
-
Tax document filing through QBO
Starting at
$250
per month​
Sales Tax Filing
-
Monthly & Quarterly Filings
Starting at
$50
per month​
Back-Office
-
Accounts Receiving (Invoicing)
-
Expense entry & coding
-
Accounts Payable (Bill Entry & approvals
-
Report walkthroughs & review meetings
Starting at
$150
per month​
Third-Party App Integrations
-
Integraion support for payroll, POS, e-commerce & more
-
Review monthly reports for integration accuracy
-
Add documentation to synced QBO entries
Starting at
$50
per month​
Popular Integrations We Support: Gusto, ADP, ®QuickBooks Time, Square, Stripe, Wix, Clover, Shopify, Etsy, Bill.com, Expensify, HubSpot, HouzzPro, Fintech, Clio, Joiin, SOS Inventory, and more
Setup & Prior Bookkeeping
-
Catch-up bookkeeping for prior months/years
-
New QuickBooks Online or Xero setup
-
Book-to-tax reconciliations
-
Chart of accounts creation
Starting at
$1000
QuickBooks Desktop to Online Migration
-
Complete data migration from QuickBooks Desktop to QuickBooks Online
Starting at
$1500​
Can I switch tiers later?
Absolutely. Our services are flexible. As your transaction volume increases or you add accounts, we’ll help you transition to the next tier seamlessly.
​
What is considered a transaction?
Any money that moves in or out of your bank account is considered a transaction, including cash withdrawals or deposits, checks, online payments, debit card charges, wire transfers and loan payments.
​
Is there a contract or long-term commitment?
Nope. All of our plans are month-to-month unless otherwise requested. Each year, we’ll send a renewal to review and confirm your needs are still being met.
Which integrations do you support?
Payroll Applications: Gusto, ADP, ®QuickBooks Time
​
Point of Sale Applications: Square, Stripe, Shopify, PayPal, Clover, Wix
​
Other Applications: Amazon, MindBody, Shogo, Just Consolidate, HouzzPro, Expensify, bSport, Fintech, HubSpot, Clio, SOS Inventory, Joiin, Etsy, Bill.com​​
​
These are the most common app integrations we support, but it is not a comprehensive list. If you don't see a particular app you use in your business, please don't hesitate to ask us.
​
Have more questions?
Check out our frequently asked questions here.
Pricing FAQs & Answers
