Packages & Pricing



Getting Started   $349

  • Two bank or credit card accounts  
  • Income and expense recording and reconciliation  
  • Receipt capture app
  • Balance Sheet and Profit & Loss reports
  • Automatic statement capture for any account through Hubdoc (bank, credit cards, Paypal, Square, Etsy, etc.)  
  • Accounts Receivable & Accounts Payable templates and systems available for client use
  • Tax-time & audit support

Growing Business $599

  • Everything in Getting Started
  • Four bank or credit card accounts 
  • Accounts Receivable & Accounts Payable setup & monthly reconciliations
  • Customized Sales, Purchase, and Invoicing reports
  • Full-service Accounts Receivable OR Accounts Payable.

small teams   $1249

  • Everything in Growing Business
  • Six bank or credit card accounts
  • Full-service Accounts Receivable AND Accounts Payable
  • Budget Reporting  
  • Sales Tax Tracking & Reporting
  • One hour of financial consulting per month

No two businesses are exactly alike, which is why we offer custom packages and add-ons. Need an extra credit card? How about sales tax reporting? We'll create what you need to streamline your bookkeeping and help your business grow. Pick your base level to get started.