Starter Plan
- Monthly Bookkeeping.
- Bank & Credit Card Reconciliations (up to 2 accounts).
- Monthly Financial Statements.
- Email Support.
- Quarterly Review Call.
Growth Plan
- Everything in Starter.
- Reconciliations for up to 5 accounts.
- Accounts Receivable & Accounts Payable Tracking.
- Monthly Review Call.
- Priority Support.
Scale Plan
- Everything in Growth.
- Unlimited Accounts.
- Advanced Reporting,
- Budgeting & Forecasting.
- Cash Flow Strategy Sessions
- Dedicated Account Manager
What’s included in each pricing tier?
Each plan includes bookkeeping, reconciliations, monthly financial statements, and tax-ready reports. Higher tiers add cash-flow dashboards, tax planning, advisory calls, forecasting, and CFO-level support.
How do I know which plan is right for my business?
Simple rule:
Under $300K revenue: Starter
$300K–$1M revenue: Growth
$1M+ or fast-growing: Scale
If you’re unsure, book a quick call, we’ll recommend the right tier based on complexity and transaction volume.
Do you offer cleanup or catch-up bookkeeping?
Yes. We specialize in bringing messy books up to tax-ready condition fast. Cleanup is billed as a one-time fee based on how many months need fixing.
Can I switch plans later?
Yes, you can upgrade or downgrade anytime as your business needs change. No penalties or long-term contracts.
Are tax returns included?
Tax returns are included in the Scale plan.
Essential and Growth clients can add it as an optional service.
Is there a long-term contract?
No. Everything is month-to-month. You stay because of value, not because you’re locked in.
How fast can you get started?
Most clients are onboarded within 2–4 business days.
Cleanup clients typically take 1–3 weeks depending on complexity.