Fixed fees. Zero hourly surprises.
Four plans that scale with your accounts and transaction volume, each with a dedicated bookkeeper who knows your books. Plans start at $199 per month, and your Books Health Check is free.
Essentials
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A dependable monthly close for owner-operated businesses.
- Up to 2 bank / card accounts
- Up to 100 transactions per month
- Weekly transaction categorization
- Monthly reconciliation
- Monthly P&L and balance sheet (cash or accrual)
- Dedicated bookkeeper
- Email support & quarterly check-in call
Growth
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For growing teams with bills, invoices, and more moving parts.
- Up to 5 bank / card accounts
- Up to 300 transactions per month
- Everything in Essentials
- Daily transaction categorization
- Vendor bills (AP) & customer invoices (AR)
- Monthly management report, in plain English
- Monthly check-in call & priority support
Growth + Payroll & Tax
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Everything in Growth, plus payroll and filing season handled.
- Up to 8 bank / card accounts
- Up to 500 transactions per month
- Everything in Growth
- Payroll setup & processing (up to 10 employees)
- Payroll tax filings
- Monthly sales tax filing (1 state)
- Bi-weekly meetings
- Annual business tax return included with a 12-month plan
CFO Suite
From $1,200/month
For multi-entity, multi-currency, or multi-region operations.
- Unlimited accounts & entities
- Everything in Growth + Payroll & Tax
- Cash-flow forecasting & budgets
- KPI dashboards
- Multi-currency & multi-jurisdiction
- Dedicated account lead & weekly meetings
No hourly billing. If your volume consistently exceeds your plan for two months, we'll suggest moving you up a tier. No surprise charges.
Add-ons
- Extra payroll employees (priced per employee/month)
- Additional sales tax states
- Annual business tax return (for plans that don't include it)
- Extra bank / card accounts
Books behind? Cleanup is a one-time project.
Catch-up work is quoted separately as a fixed-scope project, and most 6-18 month cleanups finish in 2-4 weeks. We scope it precisely, for free, before you commit to anything.
Common questions about fees and scope.
Most cleanup projects covering 6-18 months are completed in 2-4 weeks, depending on transaction volume and how many accounts need reconstruction. We scope it precisely during your free Books Health Check.
Find out what your books need, free.
A 20-minute Books Health Check: we review your current setup and tell you exactly what it will take to get clean, decision-ready numbers. No pressure, no credentials requested.