Pricing

Flexible plans for every financial goal

Bookkeeping tiers starting at $400/month and increase based on scope of work. Plans can be combined with other services, or purchased a la carte.

Essentials Plan

For small or beginning businesses.

$400+/month

/month

What's Included:

1-2 reconciled accounts

Monthly financial statements

Limited email and phone support

Ongoing income & expense tracking

Get Started

Growth Plan

For growing companies ready to optimize and scale. Includes everything from Essentials Plan.

$600+

/month

What's Included:

2-4 reconciled accounts

Customized income & expense categories

Monthly 45-minute Zoom check-ins

Email + limited phone support

Personal finance strategies (for owners)

Quarterly audit of financial trends (spending, profitability, tax planning prep)

Get Started

Strategic Plan

Larger organizations needing complete strategic partnership. Includes everything from Essenials & Growth Plan.

$2,000+

/month

What's Included:

5+ reconciled bank/credit accounts

Full Accounts Receivable & Accounts Payable tracking

Budget creation + monthly forecasting updates

Profit First cash flow strategy setup + allocations

Monthly strategy call (profitability review, owner compensation strategy, planning)

Job-costing or class tracking (if applicable)

Monthly anomaly audit (flagging errors, miscategorized items, or trends)

Get Started

Essentials Plan

For small or beginning businesses.

$400+/month

/month

What's Included:

1-2 reconciled accounts

Monthly financial statements

Limited email and phone support

Ongoing income & expense tracking

Get Started

Growth Plan

For growing companies ready to optimize and scale. Includes everything from Essentials Plan.

$600+

/month

What's Included:

2-4 reconciled accounts

Customized income & expense categories

Monthly 45-minute Zoom check-ins

Email + limited phone support

Personal finance strategies (for owners)

Quarterly audit of financial trends (spending, profitability, tax planning prep)

Get Started

Strategic Plan

Larger organizations needing complete strategic partnership. Includes everything from Essenials & Growth Plan.

$2,000+

/month

What's Included:

5+ reconciled bank/credit accounts

Full Accounts Receivable & Accounts Payable tracking

Budget creation + monthly forecasting updates

Profit First cash flow strategy setup + allocations

Monthly strategy call (profitability review, owner compensation strategy, planning)

Job-costing or class tracking (if applicable)

Monthly anomaly audit (flagging errors, miscategorized items, or trends)

Get Started

Essentials Plan

For small or beginning businesses.

$400+/month

/month

What's Included:

1-2 reconciled accounts

Monthly financial statements

Limited email and phone support

Ongoing income & expense tracking

Get Started

Growth Plan

For growing companies ready to optimize and scale. Includes everything from Essentials Plan.

$600+

/month

What's Included:

2-4 reconciled accounts

Customized income & expense categories

Monthly 45-minute Zoom check-ins

Email + limited phone support

Personal finance strategies (for owners)

Quarterly audit of financial trends (spending, profitability, tax planning prep)

Get Started

Strategic Plan

Larger organizations needing complete strategic partnership. Includes everything from Essenials & Growth Plan.

$2,000+

/month

What's Included:

5+ reconciled bank/credit accounts

Full Accounts Receivable & Accounts Payable tracking

Budget creation + monthly forecasting updates

Profit First cash flow strategy setup + allocations

Monthly strategy call (profitability review, owner compensation strategy, planning)

Job-costing or class tracking (if applicable)

Monthly anomaly audit (flagging errors, miscategorized items, or trends)

Get Started

Need help choosing a plan?

Fill out the business questionnaire and we’ll review your needs before recommending the right scope and next step.

Fill out the questionnaire

Price is scoped for all additional services. Please inquire.

Our Partners

FAQ

Frequently Asked Questions

We’ve compiled answers to some of the most common questions about our consulting services, process, and partnerships.

What bookkeeping services do you provide?

We provide monthly bookkeeping, account reconciliations, financial reporting, QuickBooks setup and cleanup, payroll management, cash flow reporting, and strategic financial support. Our goal is to help business owners understand their numbers and make informed decisions.

Do you work with all industries?

Are your services customizable?

What does the onboarding process look like?

How do you determine your pricing?

Do you work in multiple states?

Get in Touch

Partner with a team of experts who understand your vision for your business today, and where you want it to go tomorrow.

Let’s discuss how our solutions can help you plan smarter, grow stronger, and achieve lasting success.

Our Services

Get in Touch

Partner with a team of experts who understand your vision for your business today, and where you want it to go tomorrow.

Let’s discuss how our solutions can help you plan smarter, grow stronger, and achieve lasting success.

Our Services

Get in Touch

Partner with a team of experts who understand your vision for your business today, and where you want it to go tomorrow.

Let’s discuss how our solutions can help you plan smarter, grow stronger, and achieve lasting success.

Our Services