Flexible Pricing Plan

Simple, Transparent, and Built Around Your Business Needs

Every business is different—so our pricing is designed to be flexible based on your current needs, complexity, and level of support required.

We offer customized packages that scale with your business, whether you need one-time support or ongoing services.

💰 Flat Monthly Pricing for Bookkeeping

This is the most common and client-friendly price plan with 3 tiers.

You will be charged a fixed monthly fee based on:

• Number of monthly transactions

• Number of accounts (bank/credit cards)

Services includes:

Transaction categorization, Reconciliation, Monthly P&L

🧹 One-Time Project Pricing

Used for:

• Bookkeeping cleanup

• Historical backlog work

• QuickBooks setup

• Integrations with DBO

Pricing based on:

• Time required

• How far behind books are

• Data quality

Contact us for detail.

📊 Value-Based Package Pricing Plan

This pricing plan is for bookkeeping, project management and operational consulting services

The price is based on:

• Business impact

• Scope of responsibility

• Level of leadership required

• Time commitment (fractional support)

Contact us for detail.

Basic Plan

$400 - $1000

Up to 3 Bank Accounts/Credit Cards

Up to 350 Transactions

Value Plan

$1000 - $2500

Up to 5 Bank Accounts/Credit Cards

Up to 700 Transactions

Accounts Receivable

Accounts Payable

Comprehensive Plan

$2500 - $4000

5+ Bank Accounts/Credit Cards

700+ transactions

Accounts Receivable

Accounts Payable

Inventory

Bookkeeping Add-on Services

Payroll

Accounts Receivable

Accounts Payable

Integrations

Financial Reports

• Balance Sheet

• Cash Flow

• AP/AR Aging Report

• Budget vs Actual Report