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

Starter
$200/month
Best for: Solopreneurs or low‑volume businesses
✔ Up to 100 transactions/month
✔ Includes 2 accounts
✔ Categorization
✔ Reconciliation
✔ Profit & Loss
✔ Balance Sheet
✔ Clear & timely support via phone or email
Essential
$400/month
Most Popular Best for: Growing businesses with invoicing or bill pay
✔ Up to 200 transactions/month
✔ Includes 4 accounts
✔ Categorization
✔ Reconciliation
✔ Profit & Loss
✔ Balance Sheet
✔ Up to 20 invoices + 20 bills/month
✔ Business Budgeting
✔ Clear & timely support via phone or email
Premium
$800/month
Best for: High‑volume or multi‑entity businesses
✔ Up to 400 transactions/month
✔ Includes 8 accounts
✔ Categorization
✔ Reconciliation
✔ Profit & Loss
✔ Balance Sheet
✔ Up to 50 invoices + 50 bills/month
✔ Cash‑Flow Tracking
✔ Business Budgeting
✔ Clear & timely support via phone or email
Additional accounts: $25/month each. 
What counts as an account? Bank accounts, credit cards, loans, and payment platforms like PayPal or Stripe.
We’ll always match you to the tier that gives you the best value.
Schedule Your Free Customized Quote
Basic Cleanup
$2,400
✔ 2 Accounts
✔ Reconciliation
✔ Profit & Loss
✔ Balance Sheet
✔ 0 invoices + 0 bills (Starter tier)
Standard Cleanup
$4,800
Most Popular
✔ 4 Accounts
✔ Reconciliation
✔ Profit & Loss
✔ Balance Sheet
✔ Up to 240 invoices + 240 bills (12‑month Essential tier)
Comprehensive Cleanup
$9,600
✔ 8 Accounts
✔ Reconciliation
✔ Profit & Loss
✔ Balance Sheet
✔ Up to 600 invoices + 600 bills (12‑month Premium tier)

Cleanup AR/AP Limits: Cleanup includes up to 12 months of historical invoicing and bill pay based on your monthly tier. Starter includes no AR/AP cleanup. Essential includes up to 240 invoices + 240 bills. Premium includes up to 600 invoices + 600 bills.

What counts as an account? Bank accounts, credit cards, loans, and payment platforms like PayPal or Stripe. Additional accounts are $100 each for cleanup.

Cleanup Services

Personal Budgeting

$75/month
Best for: Individuals seeking monthly guidance and structure.
✔ Monthly Coaching Session
✔ Custom Budget Plan
✔ Goal Setting
✔ Monthly Review