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

🌱 Simple Start – from $300/month

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

  • Categorize your transactions for Profit&Loss and Schedule C

  • Reconcile bank & credit card accounts

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

🪴 Essentials – from $600/month
⭐Our Most Popular⭐

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

  • 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

🌳Advanced – from $1,200/month

👉 Tailored for businesses with higher complexity and larger transaction volumes (250+/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)

➕ Additional Services

🔍 Tracking Add-Ons (Optional)

  • Class Tracking

  • Location Tracking

  • Project Tracking

📊 Advisory Add-Ons

  • Cash Flow Forecasting (90-day rolling)

  • Budget-to-Actual Tracking + Variance Analysis

  • Custom KPI/Management Reports (3+ metrics)

⚙ Other Add-Ons

  • Catch-Up/Clean-Up Work

  • 1099 Preparation

  • QuickBooks Online Setup

💡 How it works

  • Every business is unique, so pricing is customized based on your specific needs and transaction volume.

  • Pricing tiers are starting benchmarks; final rates are tailored to your specific needs after reviewing your books

  • All plans are billed as flat monthly fees with no hidden charges.

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

  • Each engagement begins with a free 30-minute consultation to ensure we’re the right fit.

  • The first month is billed upfront, and ongoing billing is handled automatically each month.

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