Packages & Pricing

Simple Bookkeeping Packages That Fit Your Business

Choose the level of support you need — from clean books to full advisory.

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Foundations (starting at $500/mo)

Up to 2 bank/credit accounts

Monthly categorization & reconciliations

Monthly P&L + Balance Sheet

Email support (3 business days)

Growth (starting at $850/mo)

Up to 5 accounts

All Foundations features

Monthly close checklist & reports

Email support (2 business days)

Advanced (starting at $1,250/mo)

Up to 10 accounts

All Growth features

Job/class tracking

Custom KPI dashboard

Bi-weekly check-ins

Priority support (1 business day)

Advisory (Fractional CFO) (from $2,000/mo)

All Advanced features

Budgeting & forecasting

13-week cash flow planning

Quarterly strategy sessions

“Profit Leak Finder” advisory

Dedicated advisory response (same/next day)

A La Carte & One-Time Services

Catch-up & cleanup projects → from $1,000 (quote-based)

Additional accounts → +$75/account per month

Extra calls/meetings → $150/hr

Add-on: custom dashboards, AP/AR light, payroll integrations

How Pricing Works

Packages are flat monthly rates with no surprises. Clean-up and special projects are billed separately. We’ll confirm final pricing after a free consultation based on your transaction volume and needs.

Which Package is Right for You?

Foundations: “Solo trades or freelancers who need clean, compliant books.”

Growth: “Small crews (2–5 employees) ready for consistent reporting.”

Advanced: “Businesses scaling past $500k revenue who need deeper insights.”

Advisory: “Owners ready for strategic financial partnership.”

Frequently Asked Questions

Pick your package today and get back to the work that pays. We’ll keep your books organized