Core Bookkeeping Pricing

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Limited Time Pricing

Financial Foundations

$229

per month

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All Core Bookkeeping Services

​Up to an average of 150 monthly transactions

Up to 4 business accounts (bank accounts, credit cards, loans)

50% Off Bookkeeping Cleanup

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Limited Time Pricing

Balance Builder

$329

per month

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All Core Bookkeeping Services

Up to an average of 350 monthly transactions

Up to 5 business accounts (bank accounts, credit cards, loans)

50% Off Bookkeeping Cleanup

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Limited Time Pricing

Profit Pathfinder

$429

per month

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All Core Bookkeeping Services

​Up to an average of 700 monthly transactions

Up to 6 business accounts (bank accounts, credit cards, loans)

50% Off Bookkeeping Cleanup

Add On Bookkeeping Services

Payroll Processing

$15

per pay period

$15 per pay period plus $5 per employee. This does not include payroll software. We can utilize what processor you have in place, or migrate you to our preferred payroll partner, Gusto.

Accounts Receivable/Payable

$5

per bill/invoice

Accounts Receivable & Account Payable - Let us stay on top of your bills, invoices, and payments effortlessly, ensuring smooth cash flow and stronger financial control for your business.

Sales Tax Filing

$5

per filing

Allow us to seamlessly handle and file your sales taxes, guaranteeing compliance and peace of mind for your business.

1099 Filing

$10

per 1099

Delegate your 1099 filing with ease. We handle the process seamlessly, ensuring accuracy and compliance, freeing you to focus on your business priorities.

Every plan comes with :

  • All core bookkeeping services - listed below
  • Expert support with a dedicated US based QB Online Certified ProAdvisor
  • Guaranteed accurate bookkeeping
  • Monthly preparation and delivery of simple to understand CFO level reports and insights
  • A live, interactive dashboard with key business insights
  • Utilization of the latest software, technology, and automation to provide accurate, streamlined financial insight

Our Core Bookkeeping Services

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Enhanced Monthly Reports

Gain CFO-level insights effortlessly with our top-tier monthly reports—easy to understand, yet rich in data.

Financial Dashboard

Financial Dashboard

In addition to ehanced reports, have access to an interactive, easy to use dashboard with key business insights designed to help you grow.

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Transaction Tracking and Categorization

Ensure accuracy and clarity in your financial records with our meticulous recording and categorization of every transaction, providing a solid foundation for your bookkeeping.

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Bank Feed Management

Simplify your banking integration with our seamless bank feed management, effortlessly syncing your financial data for real-time insights and analysis.

Banker calculating personal tax in office workplace. While wearing a jean shirt.

Account Reconciliations

Ensure financial accuracy with our meticulous account reconciliations. We guarantee seamless alignment between your records and bank statements, promptly resolving any discrepancies.

Businesswomen use the calculator to calculate and analyze the company.

Chart of Account Management

Enhance financial organization with our tailored chart of accounts for efficient tracking and reporting.

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Streamlined Receipt Management

Easily capture and send us your receipts. We track and match transactions for seamless expense tracking.

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Discounted Bookkeeping Cleanup

Take 50% off of your regular monthly package for any cleanup months. Whether it's been a couple of months or you've never touched your books, we've got you covered!

Ready to Simplify Your Bookkeeping?

Take the first step towards effortless financial management. Sign up now, and we'll get started on your bookkeeping the same day.

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