Affordable Bookkeeping and Accounting PackagesPlans and Pricing
Essentials
Less than $150k in monthly expenses
For small businesses looking for an accurate and simple bookkeeping and accounting solution designed to free up owners to run their business.
Weekly Bookkeeping
- Accounts Payable
- Credit card transactions
- Bank / credit card reconciliations
- Merchant account reconciliations
- Payroll journal entry
- Customer Invoicing
- Customer deposits
- Collections support
Monthly Accounting
- Monthly financial statements
Growth
Less than $150k in monthly expenses
For businesses that need controller support to make their financial statements meaningful and to support sound decision making.
Essentials Services PLUS
- Monthly Call with Accounting Manager
- Support for Project Tracking
- Deferred revenue tracking
- Commission tracking
- Inventory reconciliation
Analysis & Forecasting
- Monthly financial review meetings
- Management dashboard
- Financial forecast with monthly updates
- Cash flow forecasting
Scale
For scaling small and mid sized businesses that need meaningful financials plus fractional Controller support across decision making with key stakeholders.
Growth Services PLUS
- Support for multiple entities, consolidation
Controller Support
- Participation in financial review meetings
- Participation in board meetings
- Strategic financial guidance
- Oversight of financial function
Catch-Up Bookkeeping
- Comprehensive Cleanup
- Accurate Reconciliation
- Detailed Error Correction
Frequently Asked Questions
Our pricing is based on a flat monthly fee that is customized according to the number of transactions processed and the number of accounts that need to be reconciled each month.
A transaction includes any financial activity, such as deposits, withdrawals, invoices, bill payments, and transfers. Each of these counts as a single transaction.
Accounts to be reconciled include bank accounts, credit card accounts, and other financial accounts that require regular reconciliation to ensure your records match your bank statements.
You can estimate the number of transactions by looking at your monthly activity, such as the number of sales, expenses, and other financial operations. The accounts needing reconciliation typically include your primary business bank account, credit cards, and any other financial accounts.
Yes, our service is flexible. If your transaction volume or the number of accounts changes, your pricing can be adjusted accordingly. Just let us know, and we’ll update your plan.
Our pricing is straightforward with no hidden fees. However, if you have special requirements outside of standard bookkeeping services, such as forensic accounting or tax preparation, there may be additional charges.
Billing is done monthly, based on the agreed-upon flat rate tailored to your transaction volume and the number of accounts.
Contact us for a consultation. We’ll assess your bookkeeping needs, discuss your transaction volume, the number of accounts, and provide you with a customized pricing quote.
Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant. Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.
You can also book a call with your bookkeeper (or send them a message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.