One flat fee. Everything included.
No hidden fees, no software add-ons, no surprises. Your bookkeeper, QuickBooks, payroll, and tax-ready books — all in one monthly price.
- Monthly reconciliation (1 bank + 1 credit card)
- Transaction categorization
- Basic P&L report
- AI receipt capture (50/month)
- Human-reviewed every month
- Email support
- QuickBooks Simple Start included
- Tax prep available as add-on
- Monthly reconciliation
- Transaction categorization + reconciliation
- P&L + Balance Sheet creation
- Expense tracking and insights
- Dedicated bookkeeper
- Quarterly sales tax filing support
- Payroll for Owner + 1 Employee included
- Personal tax prep available as Add-On
- Additional employees: +$10/mo each
- Everything in Essentials
- Advanced financial reports
- Cash flow forecasting
- Monthly business insights review
- Invoice and payment workflows in QBO/Xero
- Priority email support
- Payroll for up to 3 Employees included
- Personal & couple tax prep available as Add-On
- Additional employees: +$10/mo each
- Everything in Growth
- Multi-entity bookkeeping
- Inventory management
- Custom reporting
- Dedicated account manager
- Phone + email support
- Payroll for up to 5 Employees included
- Accounts Payable & Receivable (AP/AR)
- 15 ACH + 15 Mailed Checks/month included
- Additional employees: +$10/mo each
- Personal & couple tax prep available as Add-On
Compare plans
See exactly what you get with each plan.
| Feature | Starter | Essentials | Growth | Enterprise |
|---|---|---|---|---|
| Monthly reconciliation | ||||
| Transaction categorization | ||||
| P&L report | ||||
| Balance Sheet | ||||
| Dedicated bookkeeper | ||||
| AI receipt capture | 50/mo | 100/mo | 300/mo | 500/mo |
| Expense tracking & insights | ||||
| Cash flow forecasting | ||||
| Monthly business review | ||||
| Invoice & payment workflows | ||||
| Multi-entity bookkeeping | ||||
| Inventory management | ||||
| Custom reporting | ||||
| AP/AR automation | ||||
| Dedicated account manager | ||||
| Payroll employees included | 0 | 2 | 3 | 5 |
| Additional employees | — | +$10/mo | +$10/mo | +$10/mo |
| Support | Priority email | Phone + email | ||
| QuickBooks / Xero included | ||||
| Tax prep available as add-on |
Included with every plan
No extra software subscriptions. No hidden add-ons. One price covers everything.
We pay for your accounting platform — you never see a separate bill.
Employee payroll included in your plan. Additional employees are just $10/mo each.
24/7 access to your books, documents, and reports through our encrypted portal.
Work with the same bookkeeper who knows your business inside and out.
Upload, email, or snap receipts. AI extracts the data — no Dext or add-ons needed.
Books kept clean year-round so filing season is stress-free.
Need more? Add-on services
One-time services available on any plan. Pay only when you need them.
Individual Tax Filing
Personal return (1040) — federal + state e-filing
Business Tax Filing
Business return (1120-S, 1120, 1065) — federal + state
LLC Formation
We handle the paperwork to form your LLC and obtain your EIN
Payroll Setup
Full payroll system configuration for your business
W-2 & 1099 Filing
Year-end preparation, e-filing, and distribution
Catchup Bookkeeping
Behind on your books? We'll get you caught up — quote based
Frequently asked questions
What's included in every plan?+
Every plan includes monthly bank reconciliation, transaction categorization, financial reports (P&L, Balance Sheet), secure portal access, and tax-ready books. QuickBooks or Xero subscription is included at no extra cost.
Can I switch between monthly and yearly billing?+
Yes. You can switch between monthly and yearly billing at any time. Yearly billing saves approximately 23% compared to monthly billing.
Are there any hidden fees or setup costs?+
No. The price you see is the price you pay. All software subscriptions (QuickBooks, Xero, payroll tools) are included. There are no setup fees, no contracts, and no hidden charges.
What if I need to add more employees to payroll?+
Each plan includes a set number of employees. Additional employees beyond the included count are $10/month each. Starter includes 0, Essentials includes 2, Growth includes 3, and Enterprise includes 5.
Do you offer catchup bookkeeping?+
Yes. We offer quote-based catchup bookkeeping to reconcile historical transactions and clean up your records. Once caught up, you transition seamlessly to a monthly plan.
Can I cancel anytime?+
Yes. There are no long-term contracts. You can cancel your subscription at any time from your dashboard or by contacting support.