Bookkeeping Plans and Pricing

Two plans, priced by your monthly transactions and accounts. Find your number in about 30 seconds.

Bookkeeping plans

Clean books every month. A clear answer on what to fix.

No accounting software to buy, learn, or log into. We build your books from your bank, card, and cash records, and show you how your business compares.

Save up to $600 a year

Basic

Accurate monthly books, done for you.

Starting at

$325/month

$3,900 paid annually

Talk to us about Basic

Monthly bookkeeping built 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
No accounting software to buy, learn, or log into. Already on QuickBooks? We work from it.
No existing system required; shoebox and spreadsheet businesses welcome
A benchmark of your last 12 months against your industry, built at onboarding, so you see where you stand from day one
Year-end package ready for your tax preparer
Direct line to the CPA who oversees your books

Starting price covers up to 150 transactions a month across 3 bank or card accounts. Up to 300 transactions and 6 accounts from $525 (Basic) or $800 (Advanced). Catch-up work quoted separately.

BEST VALUE

Advanced

Your books, plus a monthly read on how you compare and what to fix first.

Starting at

$600/month

$7,200 paid annually

Our biggest annual savings

Talk to us about Advanced

Everything in Basic
Every cost line benchmarked each month against your industry average and its best-in-class operators
A detailed operational analysis each month: the transactions and patterns to review, and where problems may be building
A monthly advisory brief: your scorecard, what is working, the one thing to fix first, and your next 30 days
Dollar impact on every gap, so you know which fix is worth the most
Financial ratio analysis: liquidity, profitability, efficiency, leverage
Month-over-month trend tracking so you see whether the fixes are working
A 30-minute quarterly review call with your CPA, scheduled when it suits you

Starting price covers up to 150 transactions a month across 3 bank or card accounts. Up to 300 transactions and 6 accounts from $525 (Basic) or $800 (Advanced). Catch-up work quoted separately.

Check my price

Four quick questions. About 30 seconds.

Inside Advanced

Busy does not always mean profitable.

Most owners know their revenue. Few know whether their labor, materials, and overhead are in line with their industry, or how far they sit from the best operators in it. Advanced shows you where you stand, puts a dollar figure on the gap, and gives you one priority to fix each month.

Illustrative example

Your business
Best-in-class

Materials: Your business 38%; Best-in-class 35%
Labor: Your business 33%; Best-in-class 30%
Overhead: Your business 21%; Best-in-class 19%
Net profit: Your business 8%; Best-in-class 16%

On $750,000 of revenue, that gap is $60,000 a year.

Share of revenue. Composite figures for illustration, not a client result.

Compare plans

Basic and Advanced bookkeeping plans compared
What you get	Basic	Advanced
Monthly bookkeeping from bank, card and cash records, reviewed by a CPA	✓	✓
Every account tied out to statement balances each month	✓	✓
Monthly profit and loss statement and balance sheet	✓	✓
Works with or without QuickBooks	✓	✓
Benchmark against your industry	Once, at onboarding, on your last 12 months	Every month, against the average and best-in-class
Detailed operational analysis: transactions and patterns to review	×	Every month
Monthly advisory brief with the one thing to fix first	×	✓
Dollar impact on every gap	×	✓
Financial ratio analysis	×	✓
Month-over-month trend tracking	×	✓
30-minute quarterly review call with your CPA	×	✓
Year-end package for your tax preparer	✓	✓
Direct line to your CPA	✓	✓
Price, Band 1 Up to 150 transactions a month, up to 3 accounts	$325/mo annual ($3,900/yr) or $350 month to month	$600/mo annual ($7,200/yr) or $650 month to month
Price, Band 2 151 to 300 transactions a month, up to 6 accounts	$525/mo annual ($6,300/yr) or $550 month to month	$800/mo annual ($9,600/yr) or $850 month to month
More than 300 transactions or 7 or more accounts	Custom price. Get my custom price

Need more than Advanced? Fractional CFO engagements are built to fit. Let’s talk.

Pricing questions

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.

How do you set my price?

By monthly transaction volume and number of accounts. Use Check my price for your number in about 30 seconds. We confirm it from one month of your statements before you commit. Payment is by bank transfer (ACH), with no fee.

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.

My books are behind or I have no system. Can I start?

Yes. 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.

What is the difference between annual and monthly?

Annual is paid upfront at the lower rate and saves up to $600 a year. It is a one-year commitment: if you cancel during the year, the prepayment is not refunded. Monthly costs more and you can cancel anytime.

What does the benchmark compare?

Each cost line against your industry’s average and its best-in-class operators. Basic includes it once, at onboarding, built from your last 12 months of statements. Advanced repeats it every month, adds your key financial ratios, shows what each gap is worth in dollars, and adds a detailed operational analysis of the transactions behind it.

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.

Check my price Talk to us

Management-use analysis. Not an audit, review, or compilation under SSARS/AICPA standards, and not tax or legal advice. Benchmark example is illustrative. Prices are confirmed from your statements before engagement.