Plans for every stage of growth
Simple, transparent pricing that grows with you. Fixed monthly fee, confirmed after a free review of your books.
Starter
Best for: revenue under $500K
Perfect for early-stage businesses that need reliable bookkeeping without the overhead.
- Monthly bookkeeping (up to 100 transactions)
- 1 bank reconciliation
- P&L and balance sheet
- Books closed by business day 10
- Email support
Growth
Most popularBest for: revenue $500K – $3M
Designed for expanding teams that require advanced reporting and flexible support.
- Monthly bookkeeping (up to 350 transactions)
- 2 bank and 2 credit card reconciliations
- P&L, balance sheet and cash flow
- Books closed in 5 business days
- Accounts payable and receivable
- Unlimited email and 1 video call a month
Scale
Best for: $3M+ or multi-entity
Built for companies that need comprehensive financial management and priority service.
- Monthly bookkeeping (up to 600 transactions)
- 3 bank and 3 credit card reconciliations
- Personalized and advanced financial statements
- Controller review, KPIs and budget vs. actual
- ASC 606 revenue schedules when needed
- Priority support by email, phone and video
Estimate your monthly fee in seconds
Move the sliders to match your business. We confirm the final price after reviewing your books.
Extras when you need them
Catch-up & cleanup
Months or years behind? Fixed quote per month to rebuild your books.
Fractional controller
Month-end close ownership, ASC 606, budgets and board reporting.
Virtual assistant
Inbox, calendar, CRM updates, client care and expense tracking.
Additional entities
Multi-entity and Latin American subsidiary reporting in USD.
Frequently asked questions
Everything you need to know about the service and billing.
Is there a free trial available?
Your books review and quote are free, and new clients get 20% off the first month.
Can I change my plan later?
Yes. As your volume changes, we move you up or down a plan starting the next month.
What is your cancellation policy?
Plans are month to month with 30 days' notice. When you leave, we hand over your books, files and a closing summary.
Can other info be added to an invoice?
Yes. We can add purchase-order numbers, cost centers or any reference your accounts-payable team needs.
How does billing work?
One invoice at the start of each month, paid by ACH or card. Catch-up projects are quoted and billed separately.
Do you prepare tax returns?
No. We work with your CPA and deliver reconciled books and the schedules they need. We can prepare 1099s and help with sales-tax filings.
Which software do you use?
QuickBooks Online and Xero, together with the payroll, bill-pay and CRM tools you already use.
Who does the work?
A dedicated accountant handles your day-to-day work, and our controller reviews every month-end close before it reaches you.
Can't find the answer you're looking for? Please chat with our friendly team.
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