Services / Pricing
Monthly bookkeeping and advisory service packages built for small business owners and home service companies.
Most small businesses lose thousands each year due to messy books and avoidable tax issues. Clean, reliable bookkeeping costs less than one bad decision.
Limited Time Offer for New Clients: First month 50% off
*(Excludes Cleanup/Catchup)
No long-term contracts.
Base
$350/mo
Best for:
Best for freelancers and solo owners under $200k revenue.
✓ Monthly reconciliation & categorization
✓ Monthly financial statements (P&L, Balance Sheet)
✓ Expense categorization with bank rules
✓ Light advisory support
✓ Up to 150 transactions/month
✓ Email support
*Monthly pricing excludes one-time catchup/cleanup fee at 75% of monthly fee if required.
Core
$500/mo
Best for:
Best for growing businesses with multiple accounts.
✓ Everything in Base
✓ Light AR & AP tracking
✓ Job & service-type profitability tracking
✓ Advisory Support
✓ Quarterly Dashboard Snapshot & Summary
✓ 150-300 transactions/month
✓ Priority support
*Monthly pricing excludes one-time catchup/cleanup fee at 75% of monthly fee if required.
Pro
$1,000/mo
Best for:
Best for established businesses looking for more advanced reporting.
✓ Everything in Core
✓ Full KPI dashboard
✓ Monthly Loom video analysis
✓ Cash flow forecasting & seasonal planning
✓ CPA-ready books + year-end coordination
✓ 300-600 transactions/month
✓ 1st-Class Priority Support
*Monthly pricing excludes one-time catchup/cleanup fee at 75% of monthly fee if required.