Bookkeeping Plan Tiers

  Bookkeeping Plan Tiers 

Choose the right monthly bookkeeping support based on your business size and growth goals.

Whether you're a solopreneur, a growing service provider, or preparing for funding, our plans give you reliable, CPA-ready financials every month—so you can focus on scaling, not spreadsheets.

  Included in Every Plan:

• Setup & maintenance in QuickBooks Online or Xero

• Monthly Profit & Loss Statement, Balance Sheet, and categorized General Ledger

• Bank, credit card, and payment platform reconciliations

• CPA-ready year-end financial package

• Cash or Accrual basis (where applicable)

• Secure portal with document storage and monthly folders

• Email support with 48-hour response

  Plan Options

🔹 Bookkeeping Lite – $300/month

Perfect for solopreneurs or early-stage founders

• Up to 100 transactions/month

• 1 bank or credit card account

• Cash basis accounting

• Monthly P&L and Balance Sheet

• CPA-ready year-end package

🔸 Bookkeeping Standard – $500/month

For service-based businesses with more complexity

• 100–200 transactions/month

• Multiple accounts

• Cash or Accrual accounting

• Asset tracker & tax summary

• Write-off summary

• Year-end CPA handoff folder

• Optional add-ons: Bill Pay, strategic reports

🔺 Bookkeeping Growth – $750/month

Ideal for scaling businesses with AR/AP, inventory, or loans

• 200+ transactions/month

• 3+ accounts, AR/AP logs, loan tracking

• Cash or Accrual basis

• Asset depreciation schedules

• Monthly financial insights memo

• Bill Pay included (up to 20 monthly invoices)

  Who This Is For:

• Founders who want accurate, hands-off financials

• Service businesses scaling beyond 6-figures

• Startups preparing for funding or tax season

• Entrepreneurs tired of chasing unreliable bookkeepers

Bookkeeping Plan Comparison Table

  Add-Ons Available:

• Monthly payroll services

• Strategic KPI dashboards

• Virtual CFO advisory

• Cash flow planning and forecasting

• Bill Pay (available as an add-on or included in Growth)

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