Behind, or never set up
Months that are behind in the current year are caught up first and quoted separately before we begin. Prior years are quoted as custom work.
Bookkeeping and monthly close
Books you can run the business on, every month.
Monthly bookkeeping built from your bank, card and cash records and reviewed by a CPA. No accounting software to buy, learn or log into. Two plans, priced by your monthly transactions and accounts.
Basic from $325 a month, paid annually
Advanced from $600 a month, paid annually. Monthly billing also available.
How your books are built each month
From the records you already have to statements you can run the business on.
You send
- Bank statements
- Card statements
- Cash recordsa receipt or note for each
Tied out to statement balances, reviewed by a CPA
You receive
- Profit and loss statement
- Balance sheet
- Benchmark and advisory briefevery month on Advanced
Already on QuickBooks Online? We keep your books right in your own file.
Wherever your books are today
A shoebox or a spreadsheet
No existing system is required. We build your books from your bank, card and cash records.
Already on QuickBooks Online
We keep your books right in your own file. If you or your bookkeeper keep them, Insight gives you the full analysis from the books you already have.
Choose your plan
Starting prices cover up to 150 transactions a month across 3 bank or card accounts. The price checker gives your number in about 30 seconds.
Basic
Accurate monthly books, done for you.
Starting at
$325/month
$3,900 paid annually
- Monthly books from your bank, card and cash records, reviewed by a CPA
- Every account tied out to your statement balances each month
- Monthly profit and loss statement and balance sheet
- A benchmark of your last 12 months against your industry, built at onboarding
- Year-end package ready for your tax preparer
Advanced
Your books, plus a monthly read on how you compare and what to fix first.
Starting at
$600/month
$7,200 paid annually
- Everything in Basic
- Every cost line benchmarked each month against your industry average and best-in-class
- A monthly advisory brief with the one thing to fix first
- Dollar impact on every gap, ratios and month-over-month trends
- A 30-minute quarterly review call with your CPA
Insight
You or your bookkeeper keep the books. We deliver the analysis.
Monthly
$495/month
Month to month, or $1,250 a quarter
- Every cost line compared with your industry’s average and best-in-class
- The dollar value of every gap, ratios and trends
- An advisory brief, monthly or quarterly
- A books health check before every analysis
- Works with QuickBooks Online, Xero and FreshBooks
Full comparison, Band 2 prices and custom pricing: see plans and pricing.
How it starts
Check your price
Four quick questions about transactions, accounts, cash and where your books are today.
A complimentary 30-minute call
We walk through your business and answer your questions.
Confirm from one month of statements
We count one month of your actual statements before your price is final.
Catch-up, if needed
Months that are behind are caught up first and quoted separately.
Monthly books begin
Statements each month, tied out and reviewed by a CPA.
Terms in plain words
- Monthly billing: cancel anytime
- Annual billing: paid upfront at the lower rate; not refunded if you cancel during the year
- Payment by bank transfer (ACH), with no fee
- Catch-up work quoted separately, before we begin
Need more than books?
The Profit Leak Assessment benchmarks a year you have already finished, for a one-time fee. Advisory Partner adds a CPA planning each quarter with you, on top of the Advanced plan.
Questions owners ask
Do I need QuickBooks or any accounting software?
No. We build your books from your bank statements, card statements, and cash records. If you already use QuickBooks Online, we work from it. You receive finished monthly statements; there is nothing for you to buy or maintain.
I already have a bookkeeper. Can I still get the analysis?
Yes. That is what Insight is for. Your bookkeeper keeps the books, and we deliver the benchmark, ratios, trends and advisory brief from them, monthly or quarterly.
How do you set my price?
By monthly transaction volume and number of accounts. We confirm it from one month of your statements before you commit.
Why does cash matter?
Cash leaves no bank record, so each cash payment needs a receipt or note and counts as a transaction. Businesses that run on cash weekly are priced one level up.
What is the difference between Basic and Advanced?
Basic keeps accurate monthly books and benchmarks your last 12 months once, at onboarding. Advanced repeats the benchmark every month, puts a dollar value on every gap, adds ratios, trends and a monthly advisory brief, and includes a 30-minute quarterly review call.
See your number in about 30 seconds.
Answer four questions and we’ll show your price for both plans. Then pick a time for a complimentary 30-minute call.
Prices are confirmed from your statements before engagement. Management-use analysis. Not an audit, review, or compilation under SSARS/AICPA standards, and not tax or legal advice.