Simple, Transparent Pricing
Whether you’re managing a growing business or managing personal finances, our pricing is designed to be clear, flexible, and easy to navigate. Every plan includes expert review by our QuickBooks ProAdvisor team, and we’ll always match you to the tier that gives you the best value.
Need more accounts or transactions than your plan allows? We’ll create a custom quote that fits your workflow — no surprises, no guesswork.
Monthly Bookkeeping
$300/month
Best for: Solopreneurs or low‑volume businesses
$600/month
Most Popular Best for: Growing businesses with invoicing or bill pay
$1,200/month
Best for: High‑volume or multi‑entity businesses
Additional Accounts/CRM Reconciliations:
Additional accounts:
$25/month each. Adding an account does not increase your transaction limit. If your volume grows past your plan's cap, your price will increase according to the total transactions, or you will move to the next tier. Accounts include bank, credit card, loan, and payment platforms (e.g., PayPal, Stripe). Payroll providers (e.g., Gusto, Paychex) are not counted as accounts.
CRM Reconciliations:
$50/month. We reconcile payments recorded in your CRM against the actual deposits in your accounting software to account for batched deposits, processing fees, and timing differences that don't always match up automatically. We'll always match you to the tier that gives you the best value.
$3,600
$7,200
Most Popular
How cleanup pricing works: Cleanup is billed at 1/12 of the tie price shown, per month of backlog. Example: 3 months of Standard-tier cleanup = $1,800. 6 months of Premium-tier cleanup = $7,200. Tiers listed above reflect a full 12 month cleanup at each tier.
Cleanup AR/AP Limits: Cleanup assumes the invoice/bill volume shown is spread across the cleanup period and is prorated if less than 12months. Starter includes no AR/AP cleanup. Essential includes up to 240 invoices + 240 bills. Premium includes up to 600 invoices + 600 bills prorated for shorter periods.
What counts as an account? Bank accounts, credit cards, loans, and payment platforms like PayPal or Stripe. Additional accounts are $300 each for a full 12 month cleanup, prorated for shorter periods.