Bookkeeping Packages for Freelancers, Startups & Small Businesses — Choose the Plan That Fits You

🌱 Simple Start – from $300/month 🌱 Simple Start – from $300/month
🌱 Simple Start – from $300/month

  • Categorize your transactions for Profit & Loss and Schedule C

  • Reconcile bank & credit card accounts

  • Monthly financial reports (P&L & Balance Sheet)

  • Flat rate: $3 per transaction

👉 Best for freelancers and side hustlers with under 100 transactions/month.

⚡ Essentials – from $600/month ⭐Most Popular⭐ ⚡ Essentials – from $600/month ⭐Most Popular⭐
⚡ Essentials – from $600/month ⭐Most Popular⭐

  • Everything in Simple Start plus:

  • Accounts Payable (bill entry & scheduling)

  • Accounts Receivable (invoicing & follow-up)

  • Monthly Business Consultation Call (30 minutes):

    • Review reconciliations and categorized transactions

    • Walk through Profit & Loss and Balance Sheet reports in plain English

    • Flag irregularities, missing receipts, or cleanup needs

    • Confirm books are tax-ready and up to date

    • Q&A for bookkeeping-related questions

💵 Flat rate: $3 per transaction, $5 per vendor bill, $10 per client invoice

👉 Ideal for small businesses managing vendors and customers (100–250 transactions/month).

🚀 Advanced – from $1,200/month 🚀 Advanced – from $1,200/month
🚀 Advanced – from $1,200/month

  • Everything in Essentials plus:

  • Full-service AP & AR management (end-to-end bill/invoice processing + payment tracking)

  • Custom KPI and management reports

  • Priority support (same-day response time)

💵 Flat rate: $3 per transaction, $5 per vendor bill, $10 per client invoice.
👉 Tailored for businesses with higher complexity and larger transaction volumes (250+/month).

➕ Additional Services ➕ Additional Services
➕ Additional Services

🔍 Tracking Add-Ons (Optional)

  • Class Tracking: $200/month (includes 100 tracked transactions, +$2 each additional)

  • Location Tracking: $200/month (includes 100 tracked transactions, +$2 each additional)

  • Project Tracking: $350/month (includes 100 tracked transactions, +$3 each additional)

📊 Advisory Add-Ons

  • Cash Flow Forecasting (90-day rolling): $450/month

  • Budget-to-Actual Tracking + Variance Analysis: $450/month

  • Custom KPI/Management Reports (3+ metrics): $400/month

⚙ Other Add-Ons

  • Catch-Up/Clean-Up Work: $3 per transaction

  • 1099 Preparation: $30 per form

  • QuickBooks Online Setup: $300 one-time

💡 How it works

  • All packages are flat monthly fees — no hidden charges.

  • AR/AP, tracking, and advisory services are clearly scoped, so you only pay for what you need.

  • Engagement begins with a free 30-minute consultation to make sure we’re a fit.

  • The first month is billed upfront; ongoing billing is auto-charged monthly.