Pricing
Choose Your Plan
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Essence
$90/ mo
Starter Plan
For freelancers and small businesses needing simple, reliable bookkeeping.
- Monthly transaction recording (up to 1 bank account & 1 credit card. Less than 100 bank transactions.)
- Bank & credit card reconciliations
- Monthly financial statements (P&L, Balance Sheet)
- Secure cloud-based access to financial records
- Dedicated bookkeeper for your account
- Dedicated account manager
- Monthly review meeting of your books with your dedicated account manager
- Email and Phone customer support during business hours.
Elevate
$180/ mo
Growth Plan
For businesses ready to scale with deeper financial insight and efficiency.
- Monthly transaction recording (up to 2 bank accounts & 2 credit cards. Less than 200 bank transactions.)
- Bank & credit card reconciliations
- Monthly financial statements (P&L, Balance Sheet)
- Secure cloud-based access to financial records
- Accounts receivable & payable tracking
- Payroll processing assistance
- Sales tax tracking
- Monthly performance summaries with key metrics
- Assistance in 1099s filing in the year end.
- Dedicated bookkeeper for your account
- Dedicated account manager
- Monthly review meeting of your books with your dedicated account manager
- Email and Phone customer support during business hours.
Elite
$270/ mo
Premium Plan
For established businesses that require complete financial oversight and strategic guidance.
- Monthly transaction recording (up to 3 bank accounts & 3 credit cards. Less than 300 bank transactions.)
- Bank & credit card reconciliations
- Monthly financial statements (P&L, Balance Sheet)
- Secure cloud-based access to financial records
- Dedicated bookkeeper for your account
- Dedicated account manager
- Monthly review meeting of your books with your account manager
- Accounts receivable & payable tracking
- Payroll processing assistance
- Sales tax and Use tax tracking
- Monthly performance summaries with key metrics
- Priority email + scheduled phone support
- Payroll Processing assistance
- Assistance in 1099s filing in the year end
- Cash flow forecasting & monitoring
- Custom KPI dashboards & advanced financial analysis
- Quarterly budget vs actual reports
- Assistance to CPA in finalizing taxes and year-end closings
- Unlimited support (email, phone and video calls)
Dedicated Bookkeeping for Growing Businesses
Need Full-Time Support? We've Got You Covered.Professional
$1,600/ mo
$2,000 (20%)
Hourly Rate: $20/hour
Commitment: 80 hours/month
Total Monthly Cost: $1,600
- No long-term commitments
- Additional hours billed at the same hourly rate
- Ideal for business needing a dedicated resource
Premier
$3,000/ mo
$4,000 (25%)
Hourly Rate: $18.75/hour
Commitment: 160 hours/month
Total Monthly Cost: $3,000
- No long-term commitments
- Additional hours billed at the same hourly rate
- Ideal for business needing a dedicated resource
FAQs
Frequently Asked Questions
Our rates depend on your business type, number of transactions and service scope. We offer fixed monthly packages as well as hourly options for special projects.
Yes. We help ensure accurate calculation, reporting and timely submission of state and local sales taxes in compliance with US regulations.
We prepare your books so they’re tax-ready and can coordinate with your CPA or tax preparer. We also offer add-on services for business tax preparation through our partner network.
We use encrypted data storage, secure file-sharing platforms and follow strict confidentiality agreements to protect your sensitive information.