MONTHLY PACKAGES
Compare monthly packages
Choose the level of support you need. We confirm the right package after reviewing your accounts, activity, and bookkeeping requirements.
Listed monthly prices apply to the package scope shown. Transaction volume, account count, and bookkeeping complexity may affect your quote. We confirm your scope and price before work begins.
Jump to feature comparison
THE FOUNDATION
Essential
$300/month
Accurate, current books for a straightforward business.
Up to 100 transactions
Up to 2 bank / credit card accounts
Best fit: Owners with straightforward bookkeeping needs who want their books kept current and year-end financial statements for their tax preparer.
- Monthly categorization & reconciliations
- Month-end close & internal financial review
- Missing-document & transaction follow-up
- Bookkeeping email support
- Year-end financial package
- QuickBooks subscription & setup if needed
Request a consultation
MORE VISIBILITY
Growth
$450/month
Organized books with reporting you can put to use.
Up to 250 transactions
Up to 4 bank / credit card accounts
Best fit: Owners who want monthly financial statements, written highlights, and a quarterly conversation about their numbers.
- All Essential services, with higher limits
- Monthly Profit & Loss and Balance Sheet
- Written monthly financial highlights
- Quarterly review call, up to 30 minutes
- Quarterly payroll tie-out available as an add-on
Request a consultation
DEEPER INSIGHT
Premium
$650/month
A fuller view of performance, with a monthly conversation.
Up to 400 transactions
Up to 6 bank / credit card accounts
Best fit: Owners who want monthly financial statements, a KPI dashboard, and a monthly review conversation.
- All Growth services, with higher limits
- Quarterly payroll tie-out, if applicable
- Monthly review call, up to 30 minutes, replacing the quarterly call
- Monthly KPI dashboard
- Revenue, expenses, profit & margin
- Month-end cash & six-month trends
Request a consultation
Compare monthly packages| Feature | Essential | Growth | Premium |
|---|
| Monthly price* | $300 | $450 | $650 |
|---|
| Transactions per month | Up to 100 | Up to 250 | Up to 400 |
|---|
| Bank/credit card accounts | Up to 2 | Up to 4 | Up to 6 |
|---|
| Categorization, reconciliations, and monthly close | Included | Included | Included |
|---|
| QuickBooks subscription and initial setup if needed | Included | Included | Included |
|---|
| Year-end financial package | Included | Included | Included |
|---|
| Monthly P&L and Balance Sheet delivered | — | Included | Included |
|---|
| Written monthly financial highlights | — | Included | Included |
|---|
| Review calls | — | Quarterly, up to 30 minutes | Monthly, up to 30 minutes |
|---|
| Quarterly payroll tie-out, if applicable | — | Available as an add-on | Included |
|---|
| Monthly KPI dashboard | — | — | Included |
|---|
*Final pricing is confirmed after reviewing your bookkeeping requirements.
What’s included in the package scope?
Packages cover one business entity and current monthly bookkeeping. QuickBooks subscription is included, with initial account setup provided if a new file is needed. Complexity can affect the final quote even below the listed transaction and account limits. Historical cleanup, catch-up work, accounting system conversions, payroll processing and filing, tax returns, invoicing, bill payment, and custom automation projects are separately quoted unless expressly included.
