Tier 1
Foundations
For businesses with lighter monthly activity.
$500/ month
- Monthly transactionsUp to 100
- Bank & card accounts2 included
Pricing
Flat monthly bookkeeping. No surprises.
Your plan is set by one thing: how many transactions your business has each month. A transaction is any line on your bank or credit card statements.
- No onboarding fee
- Month-to-month after 90 days
- QuickBooks Online or Xero
Monthly bookkeeping
Choose your plan
Tier 2
Growth
For businesses with steady, growing volume.
$825/ month
- Monthly transactions101–300
- Bank & card accounts4 included
Tier 3
Scale
For high-volume businesses with more accounts.
$1,350/ month
- Monthly transactions301–500
- Bank & card accounts6 included
Custom
More than 500 transactions, multiple entities, or multi-state?
Larger or more complex businesses get a custom quote built around how they actually operate.
Every plan includes
- Transaction categorization
- Bank & credit card reconciliations
- Monthly close with P&L and balance sheet
- A/P and A/R aging review
- Year-end tax-ready package
Need more accounts?
$60 / month per extra account
Add bank or credit card accounts beyond what your plan includes. Extra accounts never move you to a higher plan.
Add-on services
Build on your plan
Add only what your business needs. Add-ons are billed alongside your monthly plan.
Operations
Bill pay processing
$200/ month
We enter and schedule your vendor bills, up to 40 a month.
Invoicing
$200/ month
We create and send your customer invoices, up to 40 a month. Collections not included.
Payroll coordination
$200/ month
Up to 15 employees, then $8/month per additional employee. Multi-state payroll quoted separately.
Texas sales tax
Filing plus review of taxable vs. non-taxable jobs.
Monthly filer
$125/ month
Single jurisdiction.
Quarterly filer
$175/ return
Billed per quarterly return.
Annual filer
$250/ return
Billed per annual return.
For the trades
For contractors and other service businesses.
Job costing
$300/ month
See profit by job, crew, or service line.
WIP schedule
$350/ month
Work-in-progress reporting for longer projects.
Multi-location & franchise
Additional location or entity
60%of your plan, each
A separate set of books for each location or entity.
Consolidated / franchise reporting
$200/ month
Combined reporting across locations, including royalty reporting.
Cleanup & catch-up
Behind on your books? We'll get you current.
A one-time project at a fixed price, finished before your monthly service begins. You'll know the full cost before any work starts.
1
Diagnostic review $350
We review your books and give you a fixed cleanup quote. The $350 is credited toward your cleanup if you go ahead.
2
Cleanup project from $750
A $750 setup fee plus a rate for each month we catch up, based on your plan and the condition of your books.
$750 + months × plan price × condition rate
Condition of your books
60%Light corrections
100%Standard catch-up
125%Full reconstruction
Billing & terms
How billing works
Is there an onboarding or setup fee?
No. There's no separate onboarding fee for monthly bookkeeping. If your books need to be caught up first, the cleanup project is quoted separately at a fixed price.
When is my first payment due?
Your first payment is due at signing: the full monthly plan price, or half the plan price if you sign on or after the 21st of the month. After that, your plan is billed on the 1st of each month.
Is there a contract?
Service starts with a 90-day initial term. After that, it's month-to-month, and you can cancel with 30 days' notice.
How is my plan decided?
By your average monthly transactions only. We review your volume each quarter, and you'll get 30 days' notice before any change to your price. Adding bank or card accounts never moves you to a higher plan.
What if I need something outside my plan?
Extra work is billed at $110 per hour, and only with your approval first.
What software do you use?
QuickBooks Online or Xero. Your business keeps its own subscription and pays for it directly, so your books always stay yours.
Do your rates change?
Rates are reviewed once a year, with at least 30 days' notice before any change.
Not sure which plan fits?
Tell us a bit about your business and we'll point you to the right plan, with no guesswork about what you'll pay.