Simple starting points. A scope that fits your business.
Every business is different. These plans provide starting points; final scope and pricing are confirmed after we understand your transaction volume, accounts, complexity, and current bookkeeping condition.
Starting at
For smaller businesses that need dependable core bookkeeping.
- Monthly transaction categorization
- Bank / credit-card reconciliation
- Month-end bookkeeping close
- Profit & Loss and Balance Sheet
- Email bookkeeping support
Starting at
For growing businesses that need more ongoing attention and visibility.
- Everything in Foundation
- Expanded transaction/account capacity
- More detailed monthly bookkeeping review
- Additional reporting support as agreed
- Priority bookkeeping communication
Starting at
For businesses with higher complexity or additional reporting and planning needs.
- Expanded bookkeeping scope
- Multiple / more complex accounts as agreed
- Enhanced reporting needs
- Budget and cash-flow support
- Customized monthly service scope
What can change the monthly price?
Transaction volume, number of bank and credit-card accounts, number of entities/locations, quality of the existing books, unusual reconciliation requirements, and the level of reporting/support requested can all affect scope.
Cleanup and catch-up work is quoted separately because the time required depends on the condition and age of the books.
Let’s find the right level of support.
You don’t have to select a package before talking with us. We’ll use the consultation to understand your needs first.