Essentials
For solo operators with steady, predictable transactions.
starting at
$200/ month
- Up to 50 transactions / mo
- Monthly transaction recording
- Monthly bank reconciliation
- Quarterly video meetings
- Email support
Plans & pricing
Three plans. One predictable bill.
Flat monthly pricing scoped to your transaction volume. Scale up or down as your business changes, no renegotiation, no hourly billing.
Pricing
Flat monthly pricing. No surprises.
Choose a tier by transaction volume. Scale up, scale down, your books move with the business.
Entrepreneur
For growing teams that need more reporting and a closer touch.
starting at
$400/ month
- Up to 100 transactions / mo
- Bi-weekly transaction recording
- Monthly bank reconciliation
- Quarterly video meetings
- 1099 preparation
- Priority email support
Executive
For established businesses that want a full back-office partner.
starting at
$600/ month
- Up to 200 transactions / mo
- Weekly transaction recording
- Monthly bank reconciliation
- Monthly video meetings
- 1099 preparation
- Phone + email support
A QuickBooks Online subscription is required and billed separately from your monthly plan.
Need payroll, sales tax filing, or cleanup? See all add-ons →
Compare tiers
Side-by-side, in plain English.
| Feature | Essentials | PopularEntrepreneur | Executive |
|---|---|---|---|
| Monthly transactions | Up to 50 | Up to 100 | Up to 200 |
| Transaction recording | Monthly | Bi-weekly | Weekly |
| Monthly bank reconciliation | |||
| Monthly financial reports | |||
| Video meetings | Quarterly | Quarterly | Monthly |
| 1099 preparation | |||
| Support | Priority email | Phone + email |
Pricing FAQ
Quick answers before you book.
Anything else, ask in your Discovery Meeting, we'll talk through your specific situation.