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Monthly Bookkeeping

Essential plans to choose from

Meeting you where you are

$250/monthly

starting at

Essential 1

Includes:

  • Categorization - up to 100 transactions a month

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  • Reconciliation (bank and credit card) - up to 2 accounts

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  • Monthly financial statements - P&L & Balance Sheet

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  • Email support
     

Perfect for solopreneurs and small businesses with straightforward finances

$500/monthly

starting at

Essential 2

Includes:

  • Categorization - up to 200 transactions a month

​

  • Reconciliation (bank and credit card) - up to 4 accounts

​

  • Monthly financial statements - P&L & Balance Sheet

​

  • Email support

​​

  • Monthly check-in (15 minute call with your bookkeeper)
     

For growing businesses with more activity and complexity

$750/monthly

starting at

Essential 3

Includes:

  • Categorization - up to 300 transactions a month

​

  • Reconciliation (bank and credit card) - up to 6 accounts

​

  • Monthly financial statements - P&L & Balance Sheet

​

  • Email support (priority 24 hour response)

​

  • Monthly check-in (15 minutes with your bookkeeper

​

  • 1 hour - 1 on 1call or video conference
     

For well established businesses

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