Pricing Designed for You
Essential Plan
Popular
$450
Perfect for solopreneurs and small businesses needing clean, compliant books. Includes:
Expert Bookkeeping (up to 3 accounts, 30 transactions each)
Standard Financial Reporting (Balance Sheet, Income Statement, Cash Flow)
Email & Chat Support
Year-End Tax Prep Support
Payroll is available as an add-on. See details below.
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Best for: startups, freelancers, or anyone needing accurate, no-fuss bookkeeping.
Best Offer
Expert Bookkeeping (up to 5 accounts, 30 transactions ea)
Up to 6 Custom Financial Reports
Quarterly Tax Planning and Financial Review
Dedicated Account Manager
Payroll is available as an add-on. See details below.
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Executive Plan
Popular
$1,200
Full-service financial management for businesses that want strategy, not stress. Includes everything in Growth, plus:
Unlimited Accounts & Transactions
Payroll Management for up to 40 employees
Unlimited Custom Financial Reporting
Monthly Strategy Meetings
Advanced Tax Planning & CPA Coordination
Chart of Accounts Cleanup and Optimization
Priority Response Time
Best for: firms or entrepreneurs who want white-glove financial management.
Bookkeeping
3 accounts, 30 transactions ea
5 accounts, 30 transactions ea
Unlimited accounts & transactions
Tax Strategy & Planning
Year-End Tax Prep Support
Quarterly Tax Planning & Review
Advanced Tax Planning
& CPA Coordination
Financial Reporting
Standard Financial Reporting
Up to 6 Custom Reports
Unlimited Custom Reports
Payroll Management
Optional Add-On
Optional Add-On
Included (Up to 40 employees)
Chart of Accounts Cleanup
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Included
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Included
Add-Ons (Optional)
Additional Transactions: $1.25 each after plan limit
Custom Reports: $20 per report
AP/AR Journal Entries: $5 each
One-Time QuickBooks / Chart of Accounts Setup: $400
Payroll Add-Ons
(Included with the Executive Plan — optional for Essential and Growth Plans)
Payroll Processing: $400/month — includes tax filings, direct deposits, and payroll reports for up to 10 employees (2 runs/month)
Setup: $300 one-time — covers account configuration, employee setup, and system connection
Additional Employees: +$20/month per employee over 10
