Monthly Plans
Unlimited transactions. Cancel anytime. Every plan is custom-quoted based on your transaction volume and business complexity.
Ideal for solo operators and very small businesses with under 75 transactions per month.
- Monthly transaction categorization
- Bank & credit card reconciliation
- Monthly P&L and balance sheet
- Quarterly check-in call
- Automated transaction assistance with human review
Perfect for established small businesses with 1-5 employees and 75-200 transactions per month.
- Everything in Foundations, plus:
- Accounts receivable & payable tracking
- Monthly financial review call
- Sales tax prep support
- Custom reporting dashboard
- Priority email & phone support
Comprehensive financial management for businesses with payroll, job costing, or 200+ transactions per month.
- Everything in Growth, plus:
- Payroll journal entries
- Job costing & COGS tracking
- Audit readiness preparation
- Weekly check-in calls available
- Custom workflow development
- Dedicated support line
Need a One-Time Project?
Cleanup, catch-up, QuickBooks setup, and custom automation builds are quoted separately from the monthly plans above — they're one-time work to get your books current before ongoing service begins. Every project is scoped individually based on how far behind your books are. You'll get an exact quote after a quick look at your books, free of charge.
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