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Bookkeeping

We have a variety of different booking plans that match your business' size and scale. All with transparent and competitive pricing. For more detailed and exact quotes, contact us.

 Starter

Core

$150-275* /mo

Ideal for newcomers. Essential features to kickstart sales and marketing. Perfect for small teams.

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  •  Monthly transaction categorization
  •  Bank and credit card reconciliation (up to 3 accounts)
  •  Monthly profit & loss statement
  •  Basic balance sheet
  •  Chart of accounts setup
  •  QBO, Zoho, or Multibooks software management
  • Year-end books ready for tax prep
  • Quarterly check-in call (30 min)
Best for: Brand-new solopreneurs & service businesses in their first 1-2 years with simple finances
Most Popular • Growth

Momentum

$350-600* /mo

Comprehensive tools for growing businesses. Optimize your processes and productivity across your team.

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  •  Everything in Core, plus:
  •  Up to 5 bank/card accounts reconciled
  •  Accounts payable & receivable tracking
  •  Invoice creation & tracking
  •  Basic payroll processing (up to 5 employees via QB, Gusto, or Hearth)
  •  Monthly cash flow statement
  •  1099 contractor tracking
  •  Monthly strategy call (45 min)
Best for: Growing service businesses hiring their first employees or contractors

 Scale

Accelerate

$700-1200* /mo

Advanced solution for enterprises. Cutting-edge features and top-tier support for maximum performance.

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  •  Everything in Momentum, plus:
  •  Unlimited accounts reconciled
  •  Full payroll processing (up to 15 employees)
  •  Job/project cost tracking
  •   Budget v.s. actual reporting
  •  KPI dashboard (revenue, margins, labor cost)
  •  1099 preparation & e-filing
  •  Bi-weekly check-in calls
  •  Priority email/text response
Best for: Established small businesses scaling a team, needing financial visibility to make decisions

*New clients require a setup fee of $100 to $300 depending on plan and complexity of books. Contact us for exact quotes.

New businesses get 1 month of free Core bookkeeping with our LLC Launch Bundle
Click here to learn more!

Bookkeeping Software Conversion

We'll help you transition from your current bookkeeping software to another. We specialize in QuickBooks, Zoho, and Odoo, but we're happy to help you convert to and from almost any software. 

starting at $200 

Reach out for a quote!