Bookkeeping Plans Built for Growth
Whether you’re just getting started, scaling fast, or already running a complex operation, we have a plan designed to keep your books clean, compliant, and decision-ready.
Learn about our services
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Up to 100 transactions/month; 2 accounts reconciled
Monthly P&L and Balance Sheet
Email support (24–48h)
1099 prep for up to 10 vendors
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Up to 300 transactions/month; 5 accounts reconciled
AR/AP light (vendor bills and customer invoices)
Monthly review call (20 min)
KPI dashboard; quarterly tax‑ready package
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Fair‑use transactions; custom rules & workflows
Cash‑flow forecasting; budget vs actuals
Two monthly review calls (30 min each)
Quarterly planning pack and scenario modeling
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Catch‑up/Clean‑up (priced per month of history)
Payroll setup/management
Sales tax coordination (with your tax pro)
Inventory & COGS workflows (e‑commerce)